Explore request queues in Workfront
In this step, you will delve into the concept of request queues within Workfront. You will learn how request queues serve as a centralized location for submitting various types of requests, such as PTO, software upgrades, and client suggestions. The video will guide you through the process of submitting a request, understanding how requests are structured, and how they are managed within the system. By the end of this step, you will have a clear understanding of how request queues function and their importance in organizing and handling requests efficiently.
Key takeaways
- Purpose of Request Queues: Request Queues in Workfront provide a centralized location for submitting various types of requests, such as PTO, software upgrades, client suggestions, and training needs.
- Submitting a Request: Users can submit requests by navigating to the Request area, selecting the request type, filling out fields like Subject, Description, optional fields (e.g., Document), and completing a custom form.
- Requests as Issues: In Workfront, every request is treated as an issue and must be associated with a project. Projects dedicated solely to requests are called request queues.
- Queue Management: Effective queue management involves organizing requests by type, which customizes required information and assignments, improving efficiency.
- Locating Submitted Requests: Submitted requests can be found in the associated request queue’s Issue tab by navigating to the Projects area and selecting the relevant project.
Next, you will learn how to create a request queue in Workfront, setting up a project to act as a centralized location for managing requests.