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. ​
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