Create a request queue in Workfront
In this step, you will learn how to create a request queue in Workfront by setting up a new project. You will explore the necessary modifications to transform a project into a request queue, including establishing queue details, access permissions, and request types. By the end of this step, you will have a functional request queue ready for submissions, and you'll test its functionality by submitting a request.
Key takeaways
- Creating a Request Queue: Start by creating a new project and naming it, which will later serve as the request queue. Ensure to check the “publish as help request queue” box to officially designate it as a queue.
- Access Permissions: Define who can submit requests to the queue by choosing from four options: anyone, project viewers, company members, or group members.
- Request Types: Customize the queue to include specific types of requests, such as issues, bug reports, change orders, or general requests. The default option is “issues.”
- Customizable Fields: Set additional details like default response time, permissions, and other queue characteristics to tailor its functionality.
- Making the Queue Live: Save the settings and set the project status to “current” to activate the queue. Test its functionality by submitting a request and verifying it in the “requests submitted” tab.
Next, you will delve into understanding the settings for a request flow, focusing on queue management, routing rules, topic groups, and queue topics.