What is workflow?

Workflow is the automated process for collecting and vetting project ideas, turning the ideas into projects, and advancing projects through phase reviews and approvals.

When workflow is on, ideas and projects flow through the following stages.

Idea stage

A user creates and submits a project idea.
When a new idea is submitted, it is routed to the appropriate steering committee.
The steering committee approves or rejects the idea.

For more information, go to Create, submit, and view ideas.

Hopper stage

Any steering committee member can start a project.
To start the project, the steering committee member selects a methodology and assigns users to the project review board according to team roles such as Sponsor, Process Owner, and Financial Analyst.
When a steering committee member starts a project, Engage notifies the project owner so they can begin to execute the project.

For more information, go to Review ideas in the hopper.

Active stage

The project owner executes the project and submits it to the project's review board for review after each phase.
Engage notifies the review board when a phase is ready for review.
Engage notifies the project owner when the phase is approved.

Each project has only one project owner and one review board. For more information, go to Review active projects.

Completed stage

When the review board approves the final phase, the project automatically moves to the completed stage, where it remains until it is deleted.

Watch a video

Watch a video to learn more about using workflow.