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Ability to import assets and checklists from a workspace

Ability to not only import deliverables and tasks but also import the digital assets and checklists from an engagement workspace. This will help to easily incorporate updates crowdsourced from engagement use cases back into the DM templates as DM's are being iteratively upgraded.

  • Guest
  • Feb 10 2022
  • PM Refinement
New Idea / United States
  • Guest commented
    November 07, 2023 23:18

    wanted to follow-up on this item! Ran into another user that was running into this issue.


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  • Guest commented
    February 14, 2023 20:24

    this would make life so much easier and gives the flexibility to re-use past artifacts / deliverables from past engagements

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  • Nicholas Fico commented
    February 15, 2022 16:01

    Thanks for creating this ticket Erika! We originally wanted this to be part of the import functionality but Risk won't allow us to do this yet given users can write anything or upload any documents to workspaces.


    Let me bring this back to Risk and see if they'd be willing to reconsider and/or if there are any additional controls we can add to importing assets and checklists from a workspace

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