Key takeaways

  • Streamlined Request Creation: Users can easily create requests by selecting “Requests” from the main menu, choosing a request type, filling out required fields, and attaching relevant documents. ​
  • Customizable Workflows: Request queues and forms are tailored to organizational workflows, allowing users to specify details (e.g., in-store, outdoor, social media) and priority.
  • Draft Autosave Feature: Drafts are automatically saved as users fill out the subject field, ensuring no data is lost if they pause or navigate away. ​ Drafts can be accessed later for completion or discarded if unnecessary. ​
  • Tracking and Filtering Requests: Submitted requests can be tracked on the “Submitted” page, with filters available to view open, unresolved, or all requests based on user permissions. ​
  • Copy and Reuse Requests: Users can copy existing requests to create new ones, making it easier to submit similar requests without starting from scratch.
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Workfront