


Collaborating with Legal & Compliance Teams in Workfront
For many customers, implementing multiple processes and managing system adoption for a single team in Workfront can be quite challenging, so including Legal and Compliance teams in the original rollout might take a little extra effort, but ultimately adds so much value in the long run.
For customers in highly regulated fields, Legal and Compliance teams are required to review any external communications, but can also be responsible for directing any state and federal audits, along with research for potential lawsuits. Workfront provides a fantastic use case for these types of collaborative work!
For the day-to-day, most Legal & Compliance teams don’t have time to dig into the detailed tasks of each project. They just need to know:
Here are some quick wins to get them into the system and collaborating!
For what’s coming up, create a Job Role Legal & Compliance and then add a placeholder task assigned to them for any projects that will need their time. Then you can create a report filtered to Upcoming Projects with Legal & Compliance tasks.
For what’s pending approval, create a report with all the outstanding documents or proofs (with pending approvals), making sure to include the original requestor, so that the approver can reach out with any questions directly if needed.
For what’s has been previously decisioned, create a similar report, filtering out any of the pending or canceled statuses, and including any data points that might be useful to your Legal & Compliance Teams.
Collaborating with your Legal & Compliance teams can streamline your processes, expand your Workfront platform to a larger audience in your organization, and grow your adoption.
Anyone else collaborating in Workfront with Legal & Compliance teams? Would love to see your recommendations!
Topics help categorize Community content and increase your ability to discover relevant content.
Wow! Great advice and tips Cynthia! I never thought to schedule a time for them to do their approvals each week and sending a report...that's brilliant! Thank you!