Organize your request flow settings
In this step, you will delve into the intricacies of managing request flows in Workfront. You will learn how to effectively organize your request queue by defining queue topics, creating topic groups, and setting up routing rules. By answering key questions about your request needs, you will be able to categorize and customize requests, ensuring they are efficiently managed and assigned to the appropriate teams or individuals. This step will equip you with the knowledge to plan and configure your request queue for optimal functionality.
- What topics will I need? - These are queue topics that categorize submitted requests, making them easier to manage and customize.
- Can I organize my topics further? - Topic groups help group related queue topics for better organization (e.g., brochures, business cards, and billboards under “Print”).
- Who should the request be assigned to? - Routing rules automatically direct submissions to specific teams, roles, or users, ensuring requests don’t go unnoticed.
By addressing these questions, users can effectively plan and configure their request queue in Workfront.
Key takeaways
- Queue Topics: Define and organize different types of requests into queue topics to streamline categorization and customization.
- Topic Groups: Use topic groups to further organize queue topics, making it easier to locate related requests (e.g., grouping “Print” and “Digital” categories).
- Routing Rules: Set up routing rules to automatically assign requests to specific teams, roles, or users, preventing submissions from being overlooked.
- Planning is Essential: Organize the needs of your request queue before building it out to ensure efficient management.
- Avoid Unnoticed Requests: Without routing rules, submissions may remain in the issues tab and go unnoticed unless manually checked regularly.
Next, you will learn how to create a request flow by configuring queue topics, topic groups, and routing rules in Workfront.