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Remove an attachment from a project

Trista Oliva 6 months ago in Productivity Management updated by Diane Kifer 4 months ago 5

I have heard several cases where there is a need to remove an attachment from a workflow/project to improve speed to market and support a more agile approach. Scenario: a project kicks off and say, 3 pieces of creative are uploaded for review using document level voting. In one of the review cycles, a reviewer says yes to 2 but rejects the third and in fact the changes they need will take longer than the current sprint. The need is to drop that creative off of the workflow so the process can continue and the doc in question can be worked on in a future sprint. But once you start with document level voting, you cannot separate the path of the documents.

One idea is to create another vote option that would effectively drop the document from review consideration and from the process -- if this vote is selected, the system would only use the votes on other documents to determine the next path. For subsequent tasks that are using "show documents from previous steps", the 'removed' document is excluded from the process. 

Hi Eric, I think for our purposes we would want it to just not continue forward, but not be removed completely from the activity.  So we may want to refer back to past creative on an activity and see what was originally submitted as options- but once it is rejected as a possible final asset we would never want it to get to the DAM or ever be presented as any type of final usable asset.

I believe we are in the same opinion as Lindsay, the documents should remain with the project for audit purposes but not visible as a fully approved document. 

Qualified

Do you want to "truly" remove the document from the workflow or simply stop if from moving forward in the process?  Meaning do you still want to see that the document was part of the process to start, got reviewed in a previous step but now you want to stop if from going forward any further OR do you want it to appear as if it was never included in the project at all?

We get the request to remove creative that hasn't been approved quite often from our design team.  Instead they have to put a "fake" document over the ones that aren't moving forward, in order to move them through the process.  Not super efficient or clean!  I am sure Lindsey Cooper can provide more info!

This would be helpful for Barclays for better control of what creatives are actually approved/approved with changes although some of the creatives may not be fully approved.