Proof Approval by Team

[WendyWh]

Is there a way to assign a team instead of an individual user in the Proofing module? We are introducing a Creative Governance into our process and we would like to assign the governance team to whatever proofs need to be reviewed for that week. We're looking at creating automated proof workflows, but we're still in the infancy stages, so we're needing a quick solution to use in the meantime. Any suggestions? Thanks!

[OndinaSt]

Hi Wendy, We have the ProofHQ standalone and are in the process of setting up WF so have not determined how the integration of platforms will work. If you are using the PHQ standalone, here is how we add teams to proofs: 1. Create a Group with all required users and determine their proofing roles & email notifications (if they need to be different than their personal defaults). 2. We copy the proof and select the appropriate workflow which has the specific group on it by default. (our processes do not allow for the use of stages) If you prefer not to copy the proof, you could just share the proof with the Group when needed, set the deadline, etc. Hope this helps, Ondina

[noahw64679592]

We need to do this too. Were you able to figure out how to do this?

[KatherineHa1]

If you are using the integrated version of WF/PHQ - you can't do approvals to a team. We logged this in the Idea Exchange if you'd like to upvote it! https://support.workfront.com/hc/en-us/community/posts/115004027773-Proofing-Ability-to-use-teams-in...

[noahw64679592]

Upvoted! -----"Katherine Haven, PMP" wrote: -----To: GlobalForum@communitylists.workfront.com