I am the project manager and need assistance in setting up the proof workflow. See below:

Question

I am trying to set up an automated proof workflow in my company. I am the project manager (moderator on proofs) between the creative department and stakeholders. How I would like to set up the workflow is as follows-

Step 1: Proof asks for my approval first, if approved move on to step 2. If changes are needed, the proof goes back to the designer (author). Once new proof is available starts at step 1 again.

Step 2: Proof moves on to stakeholders, if approved move on to step 3. If changes are needed, reverts back to step 1 for me (project manager, moderator) to review comments and send back to the designer.

Step 3: Proofs moves to the VP, if approved final decision is sent to design and they can upload the final files. If changes are needed, reverts back to me (project manager, moderator) to review comments and send back to the designer.

Although I can build out the workflow, I do not want comments being sent back to the designer without my review first. Currently they receive an email for changes needed at every step before I can review what the changes are.

Can anyone assist?

Sheri_Whitten · Answer

We had that same issue, so what we started doing was leaving the designers out of the proof while it's routing. Our marketing specialists create the proofs and route, then when they have approved all decisions and feedback as the proof creator, they create the last stage, then add the designer, who can address the approved edits. If we could add in the same person to multiple stages, that would make it so much easier. There is a an idea on the Innovation Lab that would help - Allow a Proof reviewer to be included in more than one Workflow stage - it could use some votes!

I'm interested to hear what other's have done in this situation.

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