I am curious if any other organization is using a Wrike form for the submission, routing, and approval of project scoping documents.
We have created a form with automated workflows by which project anagers create and submit project scoping documents that are the first step in creating new projects in our organization. The scoping document is fairly standard in that it defines the problem, project goals, deliverables, how outcomes will be measured, projected budgets and annualized maintenance/operations costs (if applicable) for the first three years after the project is completed, identifies the departments and individuals comprising the project team, etc. Once submitted by the project manager, the form routes to the project owner, myself, and then our City Administrator for approval.
By running this process using a Wrike form, it allows us to keep the full project management process in Wrike, which is important as we push adoption fo Wrike through the organization. It also helps us track projects from their earliest stage through completion while improving collaboration and internal communication.
There are, however, a couple of issues that we have run into. The first seems well-known to the Wrike Community, the inability to save forms while in draft (i.e. before submittal). The second is that, in a case in which a scoping document is returned to the project manager for edit or refinement, it does not appear that the existing form contents can be modified. Thus, a project manager would need to complete a second form.
Looking for ideas and suggestions.