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Christy Bonham, Executive Administrator - Workfront

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Administrator

3/1/22

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As the owner of leadership meetings, I find Workfront to be invaluable in creating agendas that other team members can contribute to, recording decisions that are made, and easily assigning and tracking action items.


Each meeting is a project under the leadership team program. It’s easy to locate past meetings when we need to reference them:


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An agenda looks like this:


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With the option of putting the agenda items in whatever statuses work for your team. We use these customized statuses: standing, requested, action item, parking lot.


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Action items are easily recorded and tracked.


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The request queue for our organization has helped me execute on items and track them easily. Here is an example of part of my request queue dashboard. I can view all of my daily requests as a "to do list" on one screen (okay, maybe two screens because It’s so large!). It is empty right now and that’s a reason for celebration!


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Prior to using this request queue, team members would email me, walk by and ask me, mention in a meeting or slack message me their requests. It was problematic to keep track of these items coming from several different sources. Now I ask every team member to submit their request in this queue. They add the needed details in a custom form and they can track the progress. Here are some items from the drop down menu (customizable, of course) that can be requested:


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No more requests that slip through the cracks!


A few examples of custom forms that help me fulfill the request (each category has different forms):


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Does my work matter? Yes! To me, my team members, my executives. Has Workfront helped become more efficient and productive in my role Absolutely!