Create, submit, and view ideas

When workflow is on, users submit a project idea using the designated idea form. You can create an idea from the web app or the desktop app. If necessary, users can create a project that is not regulated by workflow. For more information, go to Start a non-workflow project.

An idea is not included in the dashboard. Only workflow projects in the active and completed stages and non-workflow projects that are included in the dashboard contribute to dashboard reports.

Create and submit an idea from the web app

  1. Sign in to the web app.
  2. On the Workflow tab, click Create Idea.
  3. Complete the idea form. Be sure to complete any data fields that are required for approval.
  4. In the upper-right corner of the web app, click Submit.
  5. Close the idea form to return to the Workflow tab.

Create and submit an idea from the desktop app

  1. Sign in to the desktop app.
  2. Choose File > New.
  3. Under New Idea, click the Create idea button.
  4. Complete the idea form. Be sure to complete any data fields that are required for approval.
  5. In the upper-right corner of the desktop app, click Submit / Review.
  6. In the Project Workflow dialog box, click Submit for Review. If you haven't saved your idea yet, Engage gives you the opportunity to do so before you submit it.
  7. Close the dialog box and close the idea form.

After you submit your idea

After you submit your idea, the idea is assigned to a steering committee and all of the members are notified. All ideas appear in the Ideas stage on the Workflow tab until a steering committee member approves or rejects them.

If you are a steering committee member, go to Review ideas in the hopper.

View and edit your idea

You can view and edit your idea in the web app or the desktop app.

From the web app

  1. Sign in to the web app and click the Workflow tab. In the Ideas stage, click the name of the idea to open it in the web app and make additional changes.
  2. To check the review status, the steering committee, and the required fields, click next to the name of the idea to expand the details.

From the desktop app

  1. Sign in to the desktop app and open the idea to make additional changes.
  2. To check the review status, the steering committee, and the required fields, click Submit / Review to open the Project Workflow dialog box.
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