Update a request in Workfront
In this step, you will learn how to locate and update requests in Adobe Workfront. After submitting a request, you may need to add information or ask questions to ensure that those working on it have the latest details. You will explore how to find your submitted requests using filters and make updates directly from the request area. Additionally, you will learn how to check the status and conversion of requests to determine the appropriate place for your updates. This step will guide you through using the summary panel to efficiently update requests and collaborate with other users.
Key takeaways
- Locate Requests Easily: Use filters like “My open requests” or “My requests” in the “Requests” section to find submitted requests. Adjust filters to view requests created by others or completed ones.
- Check Status Before Updating: Review the “status” and “converted to” columns to determine if the request is resolved or converted into a task/project. Updates may need to be made in the converted item instead.
- Update Requests Efficiently: Open the summary panel by selecting the request and clicking the open summary icon. Add updates in the “start a new update” field, tag users with @username, and click “update.”
- Access Full Request Details: Open the request by clicking its name to view detailed information, including progress, assigned user, planned completion date, and status. Use the left panel to access updates, documents, and request details.
- Centralized Collaboration: Adobe Workfront keeps all request information in one place, allowing users to review, update, and collaborate effectively using the latest information.
This concludes the module on managing requests in Adobe Workfront. You now have the skills to find, update, and collaborate on requests effectively. Continue exploring Workfront to enhance your project management capabilities.