Community Manager

Adobe Workfront Experts on Communication Methods for Adoption

Forum|Forum|2 years ago
September 25, 2023
11 replies
8718 views

October 26th, 2023

We are happy to welcome Cynthia Boon, Leslie Spier, and Nichole Vargas from Adobe Workfront Scale Customer Success team for an AMA session about Communication Methods for Adoption.

Our experts:

Nichole Vargas & Cynthia Boon are Customer Success Managers at Adobe.

How this AMA works:

This thread will open on Thursday, October 26, for you to start submitting your questions.
Reply to this post with any questions you have for our Experts. They will reply to as many of your questions as possible.
After the AMA is over, the thread will be locked for new replies, but it will remain visible as a resource.

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jon_chen

Author

Community Manager

Hi there! Hope you're all excited to attend this Coffee Break on "Communication Methods for Adoption."

Don't forget, you can always post the questions you have NOW and our experts will answer them live during the Coffee Break! This can be great if you are in a different timezone or have a conflicting obligation. Also, a quick reminder that Coffee Breaks are text-only conversations, meaning there will be NO webinar or on-demand recording.

Let us know if you have any questions about the Coffee Break or topic and I'll be happy to answer.

C

christasimpson-1

Is this the meeting?

Or how do we get access?

jon_chen

Author

Community Manager

Hi @christasimpson-1 This is a text-only event, so the only access needed to participate is a Community account. Feel free to start posting your questions in this thread by click the 'Reply' below!

MonicaDi4

Level 2

Is the event taking place here on this page?

CynthiaBoon

Adobe Employee

Hello and welcome! It is! Let us know what questions you have regarding Communication Methods for Adoption.

C

christasimpson-1

Is there a way WF can auto adjust task due dates when assignee has logged Time Off on WF calendar but plans to delegate tasks? Currently, this action is just pushing out workflows, often past delivery date needed, which makes sense. From what I've seen WF doesn't adjust Task dates even for Delegated Tasks until the actual delegation dates are live/real time (regardless of being set up early). So this is negatively impacting PMs ability to accurately communicate and conduct advance planning to best align to deliverable due dates. Any thoughts on how to better manage this situation? IF we changed process and just asked users Not to log Time Off in WF, that would solve our planning but then we lose that info from WF calendar but could always rely on Outlook for those who send PTO notifications in that email system. Thanks for your thoughts.

MonicaDi4

Level 2

Assuming the like to my comment above was yes 🙂

I have a question about task exceptions to the rule. So we have a holiday schedule set up where it does not count holidays and weekends as working days, but we have a few exceptions to the rule occasionally where a task is due to be complete on weekend, is there a way to have a single task not follow the holiday schedule?

NicholeVargas

Adobe Employee

@monicadi4 Is the task that is due on a weekend a delivery task? If so, could that be set up as a custom field selection instead? If there is actual work that needs to be done on a weekend, you would have to create a separate schedule that includes both holidays and weekends and attach that schedule to the project to accommodate that timeline.

MonicaDi4

Level 2

Interesting. Can you point me to info about the custom field for a delivery task? We have projects where every task ultimately is some kind of delivery. Are we following best practices for our project task lists? We want to make sure there accountability at the individual level but the list of tasks becomes quite long...

T

timothyfo

Level 1

Somewhat related to communication, a while back there was a video presentation of the Center of Excellence. It looks like that has been removed and just replaced with a PDF but I was wondering if that video could go back up. I think some of the discussion that comes from the live bodies is missing in the PDF.

M

Mazbeen

Agree video would be good, but I would love to see the PDF. Can you please send me the link?

T

timothyfo

Level 1

Just went back out and it looks like it is back up here:

Webinar | System Admin Essentials: Establishing a ... - Adobe Experience League Community - 599301

It looks like you may need to "register" for it before you can get to it but once I did it was there!

Solved my own problem, who would have thought...

jon_chen

Author

Community Manager

Also, make sure you REFRESH the page so you don't miss any new questions and responses that come in!

MonicaDi4

Level 2

When creating multiple dashboards that reference the same report but you want different views and filters saved, is it a best practice to duplicate the report or will the filters and views save as set on each dashboard differently?

Colleen_Grenon

I think it's always a good idea to put the right information in front of users at the right time. And given a lot of users seem resistant to change and thus resistant to using filters, views and groupings, versions of the same reports is a good option to consider. I often try to take into consideration different learning styles, which would mean some text and some with visuals.

Another option is to opt to offering training sessions on how to use filters, views and groupings. This ultimately means less maintenance and more freedom for users over all.

Camiloconsultant

Hi. Thanks for this space. Is there a way to comment on locked stages on proofs? That would be helpful even if it is just for a job role or a group. That's a request I recently have had from clients. Thanks.

CynthiaBoon

Adobe Employee

Hello! Just to make sure I understand, are the comments that come in after the proof is locked changing the proof? Or are they more general comments on the initiative? If the comments are requesting additional work on a locked proof, could the comments be added as general updates? I've created Custom Form Fields for that kind of thing in the past (at the Task level) and then built a view where you can see any comments added.

MonicaDi4

Level 2

Can we expect the work delegation feature to be on the new home page soon? Will it start to integrate with proof approvals too or does that still need to be set in proofing seperately?

LeslieSpier

Adobe Employee

Hey @monicadi4 - we're very interested in the future of this, too, but we don't have any direct insight. There's an event that just started (happening now) on YouTube Live about the New Home with the product manager and there's a discussion thread. I will add your question there and tag you!

Lyndsy-Denk

Community Advisor

@monicadi4 Work delegation is in this quarter's release. Depending on your cluster it's available now or tomorrow. I suspect proof delegations is still a separate function.

AndersonDeLima

Level 2

I wonder if there is a tip or trick (not trick-or-treat) on how to quickly find out what is the specific field name. Possibly by using browser inspect or right-clicking… I know that inside the Form it will show the Field name, but I wonder if there is a quicker way to find it.

NicholeVargas

Adobe Employee

@andersondelima Would you mind sharing more details to elaborate on this? When you talk about being able to find a field name, are you referring to knowing which field to select in a list or report?

AndersonDeLima

Level 2

Hi @nicholevargas Let’s say I am on the Issue Details page, and I want to find what is the specific Field Name of a particular area. Is there a quick way to do this right on that page/location? This will help me create Reports, Troubleshoot, and work with Fusion faster since I will know exactly the field I am looking for. Thanks!

R

roryrh

Level 1

The email about this event included a mention of, "messages in the announcement center". Can someone please elaborate on what this is and how it works (and / or provide links to more info.)?

NicholeVargas

Adobe Employee

@roryrh The announcement center is a centralized location for System Admins to receive communications from Workfront (ex: release updates, upcoming events, etc.) or send announcements to all or specific users within your organization. Since in-app notifications are not customizable, you can guarantee that users receive a notification within Workfront from these communications. Our team wrote the blog, You can send custom messages to your users with the Announcement Center, that I'd recommend you check out.

Keep in mind, when it comes to user adoption, it's always best to meet you users where they are. So, while the Announcement Center is a great option, you may want to consider leveraging the tools your users are already familiar with (Slack, MS Teams, email, etc.) to ensure that communications are being read.

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