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MeghanKa
Level 2
June 7, 2022
Question

Adding a new department - Need tips and tricks!

  • June 7, 2022
  • 1 reply
  • 723 views

Our IT Team has been using Workfront for 5+ years and now we are looking to on board our Marketing Department (a while 2 people). I'm looking for quick tips and tricks for this process.

I've already created the Marketing Group and made admins for that, but what are the other things I should be looking out for?

I.E. How can I make sure the information between IT and Marketing doesn't overlap - do I have to update every Report to filter this out?

If you have any tips specifically related to Marketing that would be great as well!

I.e. What are some Marketing specific statuses or Custom Form fields?

Thanks a ton!

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    1 reply

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    ryanbrogz1
    Level 4
    April 11, 2023

    @meghanka - did you ever get any help on this or any lessons learned?  Our organization is starting down this path and I'm still trying to get my arms around the scope of it.

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