Create and manage requests in Workfront
The video provides a detailed guide on how to make and manage requests within Workfront. It explains the process of creating a request, starting by selecting “Requests” from the main menu and clicking the “New Request” button. Users can choose a request type from custom-designed queues tailored to their organization’s workflows.
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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