Top 3 Special Edition! Watch Me Work – 3 Ways [3rd Video]

Transcript

Hi everybody, it’s Cynthia Boone, your On-Demand Workfront CSM. I am back with the final video in our Watch Me Work series. So let’s just get into it. This is the top three features that I like to use as a worker slash requester. So if you’ve seen the other two videos, the system admin and the project manager, I’ve definitely held those roles and I do operate the same way when I’m acting as worker and requester, but there are some differences. So let’s start with the number three feature. The number three feature is the draft request. So now I work for a very large company that has a lot of teams in Workfront, yay, but there are a lot of request queues that I’m not exactly sure which one I’m supposed to use. So the draft requests, game changer, if you’ll check out, you could do a draft request and say, this is the one that routes to this team, or this is the one I’m supposed to use for change requests. Hey, if my system admins are listening or my group admins are listening, listen, this is the way to go with the titles of your request queue. This one routes to such and such. That would be super helpful for us requesters and workers. Just saying. All right, so our number two feature, my number two feature that I like to use as a worker requester is the custom form views. And I’m kind of cheating here because as a requester, I would just like to see a dashboard with all my requests and what’s going on with projects. So if you’re talking about from a requester standpoint, maybe they’re not actually doing work in projects, but having a dashboard that has, hey, here’s all the requests that they can see. And also here are the projects with a milestone view. That brilliant, that’s all that’s needed and they can move on with their lives. Okay, but from a worker standpoint, the custom form view. So there’s a ton of custom form fields attached to tasks to make sure that I fill them out. And a lot of people work that way. I actually tell people to do that as well. To make it easier for me as a worker, I like to have those custom form fields in my view so that I could just inline edit as I’m going through and I don’t have to go and click on the task and go in. So this is super helpful to me personally and I really recommend it to other people. So here’s one, this is an audit. It’s got all the different things in the audit fields. There’s another one here from an event. So a bunch of event custom form fields. Either way, it’s incredibly helpful to have that information from a worker standpoint. Okay, so my number one feature that I like to use either from a requester or as a worker is boards. I know I talk a lot about boards, but there’s a reason. It’s not just me just encouraging you to use a new feature, but I find it incredibly helpful as a worker because when I’m working with very large projects with other people, I just need to track the work in a way that makes sense to me. And boards lets me build that. I can build just a regular, hey, I’ve over committed this week. What do I need to get done? Am I hitting the panic button on these things or am I kicking the can to next week? The other one is just general like, hey, these are my tasks. I just wanna know if it’s in progress, complete. I just wanna track it. But here’s another way that I really use boards as a worker in Workfront. There’s a lot of visual collaboration software out there. And frankly, I get confused about what are the next steps. So I take a lot of that information and I put it into a Workfront board and it makes way more sense to me. And what’s interesting is it makes a lot of sense to a lot of people every single time I’ve done that. So boards are super helpful from that standpoint. And the last thing is literally just what are my goals, personally, professionally? I can track that. I can talk about it in my one-on-ones with my manager. So as a worker in Workfront, I like boards so that I can take all of the different things that I’m supposed to be working on, even things that are not necessarily in Workfront. I know that should never happen, but if it does, I can put it in a board and I can track it. I hope you love the Watch Me Work series. It was fun to do. If you have any questions, have any opinions, or if you want to share how you work, I would love to hear it. See you next time on Top 3.