I use Workfront to manage my work and plan my week. Take this morning, for example. After pouring a second cup of coffee and preparing a breakfast sandwich, I roll up to my desk and laptop and turn to Workfront Home and notice the late tasks still remaining after reconciling earlier in the week. I wonder - how did I let that get by me? I’m reminded that any platform is only as good as you commit yourself to it. I send a quick update to the project owner and tackle the next task.
Barring my own human failings, Workfront allows me to recover quickly and communicate effectively around the work that I do - and reminds me to stay on top of things.
Workfront is essentially my work information resource and planner. I am a Senior Consultant within Workfront’s Professional Services group and much of my time is spent working with customers helping them with Workfront and I take to heart the way I work and use Workfront effectively. I’ve worked with many customers over the years and Workfront helps me as an information resource to research project engagements not only that I have done in the past, but also other engagements from my consultant colleagues.
I use a particular report that essentially pulls all project update notes across tasks, documents, issues and at the project level and use this to quickly understand the historical evolution of a project from a communications perspective, and this is very helpful when quickly reviewing or researching projects. We are very good as a practice with documenting information and have great project managers that document projects well, and this comes in handy when getting up to speed or quickly reviewing historical information. We also pull in information from external resources such as Salesforce and links to customer information that makes a project a one-stop shopping for quick and relevant information.
Aside from using Workfront as my work information resource, I mostly use it to plan and record my work from my project engagements and internal work. I record much of my internal work as ad hoc or personal tasks. I do this in conjunction with my team, and this helps us keep abreast of what each of us is working on, as a way of collaboration and team sharing. The work I plan for the current week and the weeks ahead helps me stay on track with not only the things I need to do, but the things I want to do to help make an impact, and tell a story.
Part of this story is told by attributing ad hoc work with key information. This is accomplished by attaching a task-based custom form to a personal task. At present, this is not off-the-shelf functionality, but a Fusion automation accomplishes this simple action to populate custom field information on personal tasks. Why do this? When you consider so much work is done outside of formal assigned work and is rarely captured or associated with any context, or relevance, this simple process allows just that. Only a few fields are necessary to not overburden the entry, such as Requester, Requesting Department, and Work Type to name a few, and key insights can be obtained with relatively little effort.
When you take this information and present a few helpful reports on a team dashboard, such as what my team uses to show their weekly work items and progress, we gain useful information on how we are operating as a team and this also gives us an opportunity to talk through items on our weekly standups.
I admit it is not easy being diligent and reinforcing muscle memory, but during the few times I realize I have not used Workfront, are the times I wish I had.