Apply an issue approval process in a request queue

In this step, you will learn how to apply a default approval process when creating a request queue in Workfront. You will understand how the approval process affects the status of requests, starting with 'New - Pending Approval' and transitioning to 'New' upon approval. You will also explore common mistakes in rejection handling and learn how to choose appropriate statuses for rejected requests to ensure clarity and efficiency in your workflow.

Key takeaways

• Default Approval Process: When creating a request queue, you can apply a default approval process that automatically assigns an approval workflow to each request.
• Status Changes Upon Approval: Approved requests change their status from “New - pending approval” to “New,” allowing assigned individuals to start working on them.
• Common Mistake in Rejection Handling: If a request is rejected, the status will revert to “New” due to a default system setting in the approval process.
• Recommended Status for Rejected Requests: Instead of reverting to the previous status (“New”), it is better to choose a different status, such as “Won’t Resolve,” to avoid confusion.
• Custom Status Options: There is no “Rejected” status provided by default, but a system administrator can create one if needed for better clarity in the approval process.

This concludes the module on request queues in Workfront. You now have a comprehensive understanding of creating request flows and applying approval processes to enhance your project management capabilities.