Thank you Madalyn - that makes sense. I think that's something we can train requesters to do.   

Madalyn -    Thank you! This is very helpful, and I see how that works for us. In your example, does the same team / individual fill out both forms?   My wish is for us to provide the second form in a user friendly way just like the request queue. Eg "Your project is approved. Please provide details...

I have an idea submission queue which is designed to capture intended audience data and high level scoping information in order to review and approve a project for production.    Once approved, I would like to have the requester complete a second, supplementary form, after the project is approved an...

We group all of our copy tasks within our project, and we have an approval for each one. The design task associated is a dependency on approved copy. The teams use a google sheet for all of the copy (Emails in one tab, Social in another, Ads in another). For content (such as articles) we list those ...

Ok this is fantastic. Thanks Kyna!

Hi Doug - Those look very powerful and definitely would help, but I really feel like that level of investment will not fly at this stage in our process development. Really I am trying to use Out of the Box WF tools to ensure we implement some form of tracking. Thanks!

Hi - As we ramp up our use of creative agencies for our marketing team, I was looking for guidance and best practices for tracking projects against purchase orders, adding budget numbers to the projects and applying invoices. Has anyone found a really smooth way to assign work to a third party apply...

I have a team member who would be very interested in this, would love to be added/subscribed to this thread. Rob.

Hi I'm Rob Burns, Marketing Production Manager with Procore. We are in the implementation phase with Workfront here in Carpinteria, CA. We market Construction Project Management software and recognized the need for a more sophisticated solution as our team grew from 12 to 44 in the last 12 months. ...