Find and manage requests effectively

In this step, you will learn how to efficiently locate and manage requests within Workfront. You will explore four key areas: Workfront Home, the Request Area, the Teams Page, and Custom Reports and Dashboards. This step is designed for users who need to track the status of their requests, add comments, or manage assignments. By the end of this step, you will be able to navigate these areas to find requests, use filters to refine your search, and manage team assignments effectively.

• Workfront Home
• Request Area
• Teams Page​
• Custom Reports and Dashboards

Key takeaways

• Finding Requests in Workfront Home: Users can view requests assigned to them or those awaiting their approval, depending on their role. ​
• Using Filters in the Request Area: Filters like “my requests” and “my open requests” allow users to see requests they created. ​
• Managing Requests on the Teams Page: Users can see unassigned team requests and assign them to themselves or others, using the workload balancer to manage team member assignments based on their current workload. ​
• Custom Reports and Dashboards: Users can create custom reports to track requests, allowing for personalized naming, filters, views, and groupings, which helps in managing and prioritizing requests effectively. ​
• Understanding “My” in Filters: The term “my” in Home refers to issues assigned to me. The term “my” in the Request Area, refers to issues requested by me. ​

Next, you will learn how to update a request in Workfront, ensuring that all relevant information is available to those working on it.