Provide your Review & Approve (ProofHQ) feedback to the Workfront UX Team! | Community
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Level 9
July 27, 2017
Question

Provide your Review & Approve (ProofHQ) feedback to the Workfront UX Team!

  • July 27, 2017
  • 27 replies
  • 3674 views
Hey there Community friends! Our internal UX Team over Workfront's Proofing tool would love some feedback on the work they're doing. @Skylar Sanford will be dropping in to do a LIVE Q&A on this thread on Tuesday, August 1st at 10:00 am MST. Skylar is a User Experience Designer here at Workfront over Proofing inside of Workfront. He is new to the Community and is excited to be engaging with you in understanding better your feedback with new releases, your vision of the future of proofing. Over the next few days, we'd love it if you would provide your thoughts, ideas, and responses to the following questions: As we are in full sprint to make proofing inside of Workfront behave like Review & Approve (ProofHQ), we are aware a good portion of you are still not using proofing inside workfront until it works more like Review & Approve (ProofHQ). So I want to ask what specific missing functionality are holding you back. What's been your experience with the new Reporting on Proof Status? Were you aware that you could report on Proof Status? How do you like the new Proof Approvals in My Work? Please leave your questions, ideas, and feedback in the comments below. Once the Q&A is over we'll close the thread. We'll allow Skylar and his team time to process what they learn, and I'll definitely be inviting them back again to chat with us. Please get your questions and feedback in early so Skylar and his team can prepare the best responses possible over the next few days. If this goes well, we'd like to consider making Q&As like this a regular experience inside the community involving other teams and departments. Thanks for all you do to make the Community an awesome place. -Nate Nate Bagley Community Manager Workfront natebagley@workfront.com | 801.477.9712
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27 replies

Level 2
August 1, 2017
Hi Skyler, When you say custom fields, you mean the automated workflow and our templates within? If so, we use that with all proofs. We would love to have the requestor email autopopulate within the send email section. Is that along the lines of what you're asking about? Emily Pandzik Staples, Inc.
skylarsanford
Level 2
August 1, 2017
Thanks for your response. Yes, the My Work area with approvals really does need some love. As we are wrapping up more critical features with the next release, the My Work Approvals is somewhere we have discussed some possible changes for a better experience. Your comment about hiding the approval section for Admin was particularly insightful. I would love to talk to you more directly around that and other areas so I can better understand your workflows. Would you be interested in having a 1-on-1 in the coming days to get your feedback? Skylar Sanford Workfront
Richard_Carlson
Community Advisor
Community Advisor
August 1, 2017
I think he means custom fields in PHQ, but I could be wrong PHQ -> account settings -> custom fields tab I don't know how it works, but I found this help article
skylarsanford
Level 2
August 1, 2017
Thanks, @Richard Carlson , @Emily Pandzik I was speaking of Custom Fields inside of PHQ. If you are using proofing inside of Workfront you may not be aware that it exists, because simply it doesn't exist inside of Workfront....yet. To ask it in a different way, are custom fields something you would like (or need) to see inside or Workfront? Skylar Sanford Workfront
Level 2
August 1, 2017
I scrolled through the article that Richard linked to earlier in the thread (Thanks for that, btw!), but it doesn't appear to be something we would use. Most of our communication either goes in the body of the notification email, within Update Status or in the comments on the proof. Of course, I could wake up in the middle of the night with a Eureka for that, but off hand I don't think so. Emily Pandzik Staples, Inc.
skylarsanford
Level 2
August 1, 2017
@Barbara Sedlack Thanks for your golden feedback! The current experience of creating proof workflows is... a messy endeavor to say the least. It's quite clunky. For the past 8+ months, my team has been building a completely refreshed look and experience for this to make it more understandable and streamlined. Step 2, for me, is what you are talking about. Making the flow for designers to attached template workflows only a couple clicks. Not a couple dozen. Especially with teams like yours where your approval process seems rather consistent, the value of this would be hours saved each week. Barbara, I would be very interested in talking to you more directly about your team's process. And gain some more insight from you to shape our shortterm road map to meet the needs of teams like yours. Direct Message me if this is something you would be interested in doing ans we'll set something up. thanks! Skylar Sanford Workfront
skylarsanford
Level 2
August 1, 2017

Okay, no worries. But regarding your comments around auto-generated email text, that makes complete sense to me. I will be bringing this up with my Product Manager today. Please see the attached image to double check we're talking about the same email section: Skylar Sanford Workfront

Richard_Carlson
Community Advisor
Community Advisor
August 1, 2017
@Skyler Hansen I would like to see further development of reporting ability regarding PHQ from within WF Richard Carlson Behr Process Corporation
skylarsanford
Level 2
August 1, 2017
Thanks, @Richard Carlson I would love to hear more specifics around how we could develop that can better solve your flows and processes. But it seems like the overall general feedback is for more visibility and data around the approval reporting. Thanks for your comments! Skylar Sanford Workfront
Level 5
August 1, 2017
Responding to @Barbara Sedlack "We are also using proofing inside Workfront and document approvals. To be honest, I find the two separate approval choices and ProofHQ in general confusing so I have only done high level investigation into using PHQ advanced proofing." I agree! We did a deeper dive into PHQ Standalone and Advanced Proofing Options earlier this year, as mentioned in my previous post. When we realized we might have made a mistake by upgrading to PHQ Premium all together, I've kind of gone on pretending ProofHQ Premium doesn't exist. Kinda..sad! :( "I agree with everything Sydney mentions. Additionally for us, it's the responsibility of our designers to upload documents and assign approvers so the process to either create a proof workflow or even to attach a template is way too complex: There are too many options, the interface is confusing and the language differs from what they're already used to in Workfront." Our designers also upload documents and assign approvers. The last thing we want to do is crush their creative spirit with too many clicks, messages, settings, drop-downs, etc. It's okay if I, on the admin side, have to do a little more of this to set my team up for success, but I certainly don't want the responsibility to fall on our designers. I would also like to see consistent language, I'm all for setting up templated anything in Workfront instead of a one-off approach! My job essentially is Workfront....all day, every day. I'm constantly looking at how we're using the WHOLE system & reflecting on myself how we can use it better. I don't want ProofHQ Premium to be a missed opportunity but, @Skylar Sanford - I do feel better having participated in this Q&A - at least knowing how hard your team is working to improve the experience. I'm so excited to hear more about what the future of ProofHQ will look like! Sydney Peterson Diversified Communications, Inc.