@@ -43,18 +43,13 @@ description: "The page details the operational process for the MDF program."
1. Add `Pending MDF Approval` - to seek issue approval from Manager (automated)
1. Once approved, update: `MDF-Approved`
1. Tagging stakeholders for visibility: ESM, marketing, field sales for visibility
1. Once the campaign details have been populated and all the necessary approvals have been attained, sync the GitLab issue to Asana by adding the label: `Asana-Sync-Project`
Please ensure your issue is in its final state before applying this label, as any subsequent changes will need to be manually updated in both GitLab and Asana separately.
When you activate the sync, an Asana project with corresponding tasks will be automatically created. The GitLab issue description will populate the Asana overview, and tasks will be automatically assigned. Note that only one assignee can be designated per task. Additional team members can be added as collaborators to maintain visibility without changing the primary assignee.
1. Fill in the `Operations Checklist.`
1. Once complete, request your operational support DRI move the issue from [Plan to WIP](/handbook/marketing/field-marketing/#process-for-moving-events-from-plan-to-wip).
### Step 4: Partner Submits Funds Request
1. At this point, Partner will submit the Funds Request in Impartner
#### Step 5: Add Impartner MDF Link to Asana MDF Portfolio View
## Pre-Activity
### Marketo
@@ -169,9 +164,7 @@ When you activate the sync, an Asana project with corresponding tasks will be au
| Will the vendor have access to any of the following data or information? | None of the above |
| Does this request involve the use of a system to collect, store, or transmit GitLab data? | No |
#### Step 4: Add Zip link to Asana MDF Portfolio View
#### Step 5: Add Issue Link to the comment section of Zip
#### Step 4: Add Issue Link to the comment section of Zip
1. If legal has any questions tag CMM to answers
1. If there is a contract involved, go ahead and approve it when it gets to your queue.
@@ -242,10 +235,6 @@ At any time an MDF campaign has been canceled, we want to ensure all programs cr
1. Inform all stakeholders that the MDF campaign has been cancelled, add `Cancelled` label to issue and close the issue.
### Asana Project
1. Request on #mktgops slack channel to rename the Asana project to lead with `Cancelled` and ask to have the project be archived.
## Post Activity
This is not applicable to distributors with the exception of Carahsoft.
