Beta Program – Workfront + Frame.io
Welcome to the Workfront + Frame.io integration beta program! As a part of this beta, you’ll gain early access to our Workfront + Frame.io native integration experience and be able to share your feedback that will ultimately shape the final experience we release to our wider customer base. With this integration, we aim to create a frictionless end-to-end workflow between Workfront and Frame.io with a focus on providing an ideal, unified Review and Approval solution.
Here you will find information about the latest Beta release along with a brief video walkthrough to get you started.
May 2024: Beta release updates in Workfront
This May release includes the following capabilities:
Workfront projects are automatically synced to Frame.io
Based on your feedback, we’ve improved the experience and reduced the steps needed to trigger the creation of a connected Frame.io. Now, when you create a project in Workfront, a corresponding project is automatically created in Frame.io.
Improved assignment of creatives to your Frame.io project
You can now easily manage who should have access to the connected Frame.io project. Your creative users can be flagged as “Frame.io enabled” which will automatically grant them access to the connected Frame.io project when assigned to the Workfront project.
Frame.io project name gets updated when Workfront project name changes
As part of our efforts to improve the project synchronization between Workfront and Frame.io, Workfront project name updates are now also reflected within Frame.io.
Approval status in document list
Easily track the approval status of any file directly from the document list. With a simple click on the overall status, access a detailed breakdown of all participants involved in the approval process, along with their individual statuses. Additionally, streamline your workflow by reminding any outstanding approvers with just one click, ensuring timely responses and efficient document management.
March 2024: Beta Release updates in Frame.io
Add multiple assets from Frame.io to Workfront
You can now add up to 10 assets from Frame.io to Workfront at once. You can choose to add to Workfront Project Documents or to a specific project task.
Improved experience when adding a Frame.io asset to Workfront
The menu items for adding an asset to Workfront have been updated making it easier to see tasks assigned to you, task hierarchy and task status.
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March 2024: Beta Release updates in Workfront
In this Beta release we have:
Add a deadline to a document reviews and approvals
You can now specify a deadline for users or teams assigned to review or approve a document. Reviewers and approvers receive email notifications 72 hours and then 24 hours before the specified deadline. The deadline is also reflected in the Approvals widget in the new Home area.
For more information, see Create a document review or approval request.
Create and use Approval Templates
You can now create Approval Templates in the Setup area to streamline the review and approval process. Approval Templates allow you make the review and approval process more repeatable by
- Adding reviewers and approvers
- Setting a timeframe
You can apply Approval Templates from the Documents area when creating an approval process for a Document.
For more information, see Create an Approval Template.
View information about all your approvals in once place
To help you manage and analyze your approval requests at a glance, we’ve added the following key performance indicators to the All Approvals widget:
- Approvals by decision
- Average approval time
- Pending approvals
- Overdue approvals
You can drill down into the categories listed above for a more detailed view. The All Approvals widget is available in New Home and Canvas Dashboards.
For more information, see Get started with new Home.
Lock your review & approvals once an overall decision is made
To ensure compliance and reduce churn in your content sign-off processes, we will now lock any approval on a file once an overall decision has been made. This includes either Approved, Approved with Changes or Needs Work.
Once locked, any person either reviewing and/or approving will no longer be able to make any comments, replies, decisions or add drawing markups, ensuring, your review process and associated audit stays unchanged.
When a new document version is uploaded, the next round of revision can be kicked off while keeping previous revisions locked.
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Feature testing
With this integration, our goal is to allow creatives to stay in their tool of choice (CC or Frame.io) to conduct their content creation and peer reviews, while having project managers coordinate the work and initialize and monitor the formal review process from inside Workfront. This can be achieved by utilizing the best of both solutions: Workfront’s new document approvals for managing content approvals, in conjunction with the content review capabilities offered by Frame.io. Collectively, the new document approvals and Frame.io are going to form our new end-to-end content review and approval experience.
To allow you to easily test the new features of the beta program, we’ve created a new test Frame.io account and connected it to a new group called Frame.io testing in your existing Workfront Preview or Sandbox environment.
Detailed testing instructions
For participants looking to test additional functionality, we’ve created a more involved test scenario. A guide for this detailed test scenario can be downloaded here: WF + Frame.io Detailed Test Scenario Walkthrough.
Demo Video
Send Feedback
We value your input and believe that your perspective is crucial in helping us create the best product possible.
As you have specific feedback on what would be required in order for your company to adopt this solution in Production, please send it to etienneb@adobe.com.