Top 3 Creative Approaches with Boards

It’s me again, your “On-Demand Workfront CSM” Cynthia Boon and I’m hoping to inspire you with creative ideas for using Workfront Boards.  Now, I mention it in the video, but just in case, here’s a quick reminder that you don’t have to work on an agile team to use the Boards feature.  If the Project Task List isn’t working for your team, give Boards a try!

Transcript

Welcome to Boards. It’s your on-demand work front CSM, and I’m here to inspire you today with the top three creative approaches with Boards. Now, there are way more than three ways to get creative with Boards, but these are my three favorites today. So let’s get into it. I think one of the very coolest things about Boards is that you can have connected and unconnected work together in one place. What does that mean? Well, here’s an example. This is a basic board with intake. It has intake of actual projects that exist in work front with work that’s assigned in the columns. But also, I can add cards of, hey, I need to create a promo card for something, or I need to take care of something on Tuesday. I can put unconnected and connected work in the same place and see everything that I need to work on in one place. I think that’s just absolutely brilliant. So the number two, team visualization, collaboration, and goals. I know that’s a mouthful. So if you’ve ever worked on a team that has one of those visualizations online where you put a bunch of sticky notes, and sometimes it gets a little messy, nobody knows exactly what the objectives are, who needs to be working on what. So that’s what this example is. Took a bunch of information that was on free form page and put it into Boards so that we’d say, okay, this is what we’re supposed to be working on. This is who’s going to work on it. This is the status that the work is in using tags. You could also use this for your own personal and professional goals. There’s some daydreamings and there’s some reality. You can do this any way you want. You could actually tag it in terms of quarters or months or years.

We’ve had people use this for their sales pipelines. So it doesn’t replace your sales platform or your HRAS platform. But what it does is it allows you to put all of the things that you need to get done into a visualization that makes sense, and that you can track it and also maybe share it with your manager or share it with your team.

But the number 1, I think this is absolutely brilliant. So this is event or campaign planning, and I actually have a special surprise for you. So if you’ve heard of a little event called the Skill Exchange, it’s a really big deal. We have a lot of solutions involved in that. The Adobe team is actually using Boards to track that work, and we have some screenshots to share. So first of all, this is the project. So it’s a multi-solution event. We’ve got Commerce, we’ve got AEM, we’ve got Workfront. And this project has a lot of tasks on it. And as we know, that can get overwhelming for some people. So here’s the Board. So using tags, tagged by solution, all the things that need to get done for those Skill Exchange events. This one is Commerce. This one is Workfront. Love the orange, by the way. It’s brilliant. And people can see their work and just focus on what they’re supposed to be doing, but you have a visual that you can share with your leadership. OK. All I’m saying is that the limits of Boards, it’s only limited by your imagination. I really hope you give it a try, and I’ll see you next time. Bye.

Looking for an example of how a customer uses Boards? Look no further than the Boards presentation from the Mattel team at the 2024 Adobe Summit!

2024 Summit Session: How Mattel Is Leveraging Workfront Boards

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