[Event Follow-Up] Power Templates: How IDEXX Reconfigured Project Templates for Global Success - 8.14.25
Thank you so much to @lyndsy-denk for sharing her templated approach for global campaigns with localization scenarios! It’s always so exciting to get a peek “under the hood” of a real process and see all the ins and outs. It just goes to show how powerful custom forms can be, especially to help you adapt Workfront to your own processes. Seeing it live definitely broadened our horizons!
We’re including some links to the slides, recording, and some helpful resources below.
- Slides (Primarily announcements – Lyndsy demo’d her instance live!)
- Workshop recording
Additional tips/resources shared in the chat:
- Considering adding a Report of Reports to the top of your dashboard as a makeshift table of contents, so users or stakeholders know what is included. Download the slide deck from the November Skill Exchange event for more information (page 16)
- For stakeholders who want visibility into related projects, consider adding them as the Project Sponsor or adding a custom form/field to your project for Co-Owner (set it as a typeahead field) so that reports can easily be built
- Calendar reports are a great way to pull in delivery dates for campaigns if users prefer something more visually appealing than a timeline
- You can leverage both native and custom fields!
- Learn more: Create a custom calendar report in Workfront and Using Custom Date Fields in Calendars
- Short video, Top 3 Favorite Calendar Hacks
- Use Cross-Project Predecessors to tie the timelines of projects together
If you have any follow-up questions for Lyndsy, feel free to comment below and tag her - @lyndsy-denk. Thank you again, Lyndsy!