Workfront for executives

Transcript

Requests are used in many different ways in Workfront, depending on your organization’s processes and needs.

The Requests area allows making and managing requests to be quick and easy while keeping it in one place inside Workfront. Start by selecting Requests from the main menu.

You land on the Requests page. From here you can make your request. Click on the New Request button.

Then click in the Request Type drop-down menu.

Here you see up to three request queues you recently used to submit requests at the top of your list, followed by a list of all of the request queues you have access to. In our example, you want to make a request for signs for the winter sale campaign in the East Coast Stores.

So click on East Coast Stores Request.

All request queues are custom designed and created for workflows in your organization. Once you choose the main request type, this may trigger additional drop-down menus so you can be more specific about your request. In this case, we need to choose whether your request is for In-Store, Outdoor or Social Media. We’ll choose In-Store. This choice will cause some of the other fields to appear for us to fill in. Enter a name in the Subject field.

Then an appropriate description for the type of request you’re submitting. Set a priority for the request indicating how important it is or where it falls in the overall hierarchy of requests.

Fill out the remaining fields. These fields are part of a custom form designed by your organization to capture the information needed to fulfill the request.

Custom forms are often used as creative briefs, scoping documents or spec sheets.

You won’t be able to submit the request until all the required fields are filled in. Don’t forget to attach any documents or files related to the request, such as budgets and spreadsheets.

Just drag them and drop them into the request or browse to the files on your computer, desktop or another server.

Review the information you provided with the request and then click on the Submit button. Submitting the request switches you to the Submitted page, which shows you the requests you’ve submitted and are still open or unresolved. You can watch its status as it moves through your organization’s workflows. Use the filter to change which requests you see on a submitted page.

MyOpenRequest is a default and shows you requests you submitted that haven’t been resolved yet. MyRequest shows all of the requests you’ve submitted, regardless of what status they’re in. Open shows all unresolved requests that you have access to.

And All shows all the requests you have permission to access in Workfront. These last two options, Opened and All, could include requests submitted by other people. You have the ability to copy a submitted request to create a new request.

This is really handy when your new request is going to be similar to an existing request.

Just select the request you want to copy, and then click on the Copy and Submit as New icon. Drafts of Requests As you fill in a request form, Workfront saves a draft automatically.

As you fill out the subject field, you’ll see the autosave kicking in at the top of the window with an indication that the draft has been saved.

This means that you won’t lose data if you navigate away from the request area by closing the request or if you pause in the middle of the request to gather more information. When you’re ready to submit the request, find it in the Drafts section. Click on the name to open the request and finish filling it out.

Then click Submit when you’re done. If you decide you don’t need the request anymore, or want to start again from scratch, just click Discard to delete it. You can also access request drafts when you select a request type as you start a new request. Workfront shows you available drafts, so you can select one of those to finish filling out. When you go to make another request, you’ll see the last request path you used up here in the top three most recent lists.

If you’re trying to find another request queue, type in a few letters to narrow the list.

Notice that you can see both the request queues and the request paths. The request paths show the additional drop-down menus you’ve used before, also known as Topic Groups and Queue Topics.