Create and manage requests in Workfront
In this step, you will learn how to create and manage requests within Workfront. You will start by navigating to the Requests area and selecting the 'New Request' button. You will explore how to choose a request type from custom-designed queues that align with your organization's workflows. You will also learn how to fill out required fields, set priorities, and attach relevant documents to ensure your request is complete and ready for submission. Additionally, you will discover how to track the status of your requests and utilize features like draft autosave and request copying for efficient management.
Key takeaways
- Streamlined Request Creation: Users can easily create requests by selecting “Requests” from the main menu, choosing a request type, filling out required fields, and attaching relevant documents.
- Customizable Workflows: Request queues and forms are tailored to organizational workflows, allowing users to specify details (e.g., in-store, outdoor, social media) and priority.
- Draft Autosave Feature: Drafts are automatically saved as users fill out the subject field, ensuring no data is lost if they pause or navigate away. Drafts can be accessed later for completion or discarded if unnecessary.
- Tracking and Filtering Requests: Submitted requests can be tracked on the “Submitted” page, with filters available to view open, unresolved, or all requests based on user permissions.
- Copy and Reuse Requests: Users can copy existing requests to create new ones, making it easier to submit similar requests without starting from scratch.
Next, you will learn how to find and manage requests effectively in Workfront, utilizing various tools and areas within the platform.