A customer has a set of users who need to review and approve proof assets associated with projects. The approvals always need to route to the users' team for feedback before being sent to their manager.
What needs to be set up in the system to support this consistent review and approval process?
- Create an automated workflow template with two stages for the team and manager to be used with uploaded assets
- Create a global two-stage approval process with the team and manager added in separate stages
- Create a proof approval associated to a task in the project template assigned to the team and manager
Answer(s): A
Explanation:
Objective: Set up a consistent review and approval process where the approvals are first routed to the users' team and then to their manager.
Workflow Setup:
Step 1: Create an automated workflow template within Workfront.
Step 2: Define two stages in the workflow template:
Stage 1: Approval by the team members.
Stage 2: Approval by the manager.
Step 3: Apply this workflow template to the uploaded proof assets. This ensures a structured and consistent approval process, routing the assets first to the team for feedback and then to the manager for final approval.
Reference:
Detailed information on setting up workflows can be found in the Workfront documentation on automated workflows.