- In the hopper, to start a
workflow project, click expand
next to an idea.
- Next to
Methodology, click
Edit.
- By default, a project is
assigned to the user who submitted the idea. To change the project owner, in
Assign to (on start), click delete
to clear the current user name,
and then enter a different user name.
- From
Methodology, choose the methodology the team will
use to execute the project. A methodology is the set of phases, reviews, and
requirements the project must go through before it can be called complete.
Engage
creates a project using the template associated with the selected methodology.
- Under
Review Board, enter the names of the users who will
review the project at its various phases.
- Under
Phases, enter due dates for any or all of the
phases. The
project due date is the last chronological due date that you enter
for any phase.
- Click
Save.
- Click
Start Project.
The project owner and the members of the project's review board are notified
when they are assigned to a new project.