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SamanthaSe3
Jun 12, 2024 4:10 PM UTC
Question

Adding Team Members to Workfront Request

Hello -- we utilize Workfront for account mapping and CRM list pulls/data bumps. Can you please confirm if there is a way to add multiple team members to a CRM Data pull request in Workfront so that all members added receive communication from the Workfront team?

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1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
Jun 12, 2024 6:29 PM UTC

Hi there, not sure I'm understanding, but sounds like you're wanting requests from a request queue to be routed to a team of people. Correct?

If so, yes that is possible. In the queue, you can set up routing rules to go to either an individual or a team. If you don't have the team created, create the team first. Then create your queue topic if you don't have one created. You can set up a routing rule and then associate the routing rule with your queue topic. Enter the team in the routing rule.

More on queue topics & routing rules here.

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