Leap User Group Follow-up (July 1, 2020) - Marketing Workflows & Approvals | Community
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KristinFarwell
Adobe Employee
KristinFarwellAdobe Employee
Adobe Employee
July 1, 2020

Leap User Group Follow-up (July 1, 2020) - Marketing Workflows & Approvals

  • July 1, 2020
  • 10 replies
  • 5352 views

The purpose of this thread is to continue the conversation from the “Special Edition” Leap Virtual User Group on Marketing Workflows & Approvals on July 1, 2020.

Many thanks to everyone who came to our virtual meetup! Special thanks to @Catherine Hayes‚ from The Channel Company for sharing how they transitioned to using Workfront in a new way: work management as a service.

As promised, attached is a PDF of the presentation, and you can watch the recording here.

Do you have any outstanding questions? Anything you didn’t get a chance to ask or that wasn’t discussed? Or have a resource you want to share as a follow-up? Leave a comment below. (Pro Tip: “Like” this thread to be notified as people reply.)

You can find the schedule for all upcoming User Groups on the Events page on Workfront One (one.workfront.com/events). Be sure to also join the @Marketing‚ group to follow conversations on this topic in the future.

Thanks again. If you have any feedback (good or bad), please don’t hesitate to reach out. You can leave a comment below, direct message me here on Workfront One, or send an email to usergroups@workfront.com.

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    10 replies

    imgrund
    Adobe Employee
    imgrundAdobe Employee
    Adobe Employee
    July 1, 2020

    Hi - for the "time of day" field that was mentioned. I just put a calculated field (Number NOT Text) and the calculation is HOUR(Entry Date)

    :)

      MoniqueEvans
      Community Advisor
      MoniqueEvansCommunity Advisor
      Community Advisor
      July 6, 2020

      I know you told me before but how does pm show up when reporting? Are the values 0-24?

      C
      catherineh70969
      Level 6
      July 1, 2020

      There were a few questions about reporting on approval stages in my group. I'm happy to share the approach and text mode we used. Please reach out if you want to connect on this.

        M
        MonikaBa1
        Level 2
        July 1, 2020

        Thank you all for the chat today!

        I am curious whether there is a way to "Approve" or "Reject" an incoming Request/Issue. As a Traffic Manager, I often receive requests that don't include all details, specs, etc. and would like to be able to "Reject" the request and notify the requester that more information is required.

        Does anyone have something similar set up? I appreciate any support.

          MarkWilsonCNC
          MarkWilsonCNC
          Level 2
          July 1, 2020

          Hi Monika,

          You can apply an approval workflow to all incoming requests in the request queue and/or routing settings.

            N
            NinaSk1
            Level 2
            July 10, 2020

            We use fully automated process to convert incoming requests to projects and assign the PM. In part, this was because we had to build custom request forms external to Workfront, and we don't reject incoming requests (we're using Workfront for product approval).

            I'd much rather use configurable routing rules, than the external logic we built to do the project assignment. Anyone have any thoughts on if there are Workfront features we can leverage?

            (or should I be writing this up for product enhancement suggestions?)

            cc: @Lisa Kastner‚ @Derrick Villanueva‚

              Heather_Kulbacki
              Community Advisor
              Heather_KulbackiCommunity Advisor
              Community Advisor
              July 1, 2020

              @Laura Weller‚ I saw your question on a guide for Kanban, there are a number of pages on Workfront One, but this is a good place to start

              https://one.workfront.com/s/article/Kanban-in-an-Agile-team-880832770?language=en_US

                B
                Adobe Employee
                BretFrAdobe Employee
                Adobe Employee
                July 1, 2020

                The question from Nina which we didn't get to answer after Catherine's presentation was: Can you leverage the queue routing rules vistex a API?

                M
                MatthewBr2
                Level 2
                July 1, 2020

                Great session content Catherine! Lots of good discussion in the breakout rooms. Looking forward to connecting and seeing the continued dialogue here.

                  A
                  ayae9457428
                  Level 2
                  July 1, 2020

                  I would love some best practices on reporting and resource management when your creative team is not required to track their time ...

                  I can only do so much with planned hours/duration but my creatives just about threatened to resign (lol) if we made them track their time because that was "the beauty of going in-house".

                  How are admins/project managers gaining visibility and working around not time tracking for insight into their team's bandwidth?

                    Y
                    YvetteJa
                    Level 2
                    July 1, 2020

                    Hi Aya!

                    None of our users log hours/time in WF. For designers, I met with them to ask how long it takes to design certain types of assets. Their feedback was valuable as I built templates with design tasks that had the proper amount of days assigned to them.

                    For design projects, I look at the designers' schedules in the calendar function so I can see their current/upcoming bandwidth. I reference this when assigning them to projects and adjust the template as necessary in case additional (or less) days are necessary.

                    I hope this helps!

                      A
                      ayae9457428
                      Level 2
                      July 1, 2020

                      Thanks! That's basically what I've been doing also.

                      I think the issue is my creatives aren't always forthcoming when they are completing tasks ahead of the planned hours so we can revise our templates accordingly but they will always tell me when they don't have enough time 😉

                      Appreciate the feedback

                        Heather_Kulbacki
                        Community Advisor
                        Heather_KulbackiCommunity Advisor
                        Community Advisor
                        July 1, 2020

                        I think it was Gary that asked about ranking on tasks.

                        As I mentioned in our breakout group, we've created a "scorecard" using a custom form and values on each field, then a calculated field to combine those values as a score or ranking, so we can prioritize incoming requests before they become a project.

                        When we convert the issue to a project, we also have those same fields on a project form, so we can bring that score over to the project.

                        Then for the tasks within each project... if you're using the New Experience, you can set up the layout template for your creative team to show various custom fields on each task on Home. So we've pulled that project score onto the Home task view. They do have to click on each task to see that score, but it allows them to see the project's ranking from each task.

                          KristinFarwell
                          Adobe Employee
                          KristinFarwellAdobe EmployeeAuthor
                          Adobe Employee
                          July 1, 2020

                          Hi all - as promised, here is a link to the recording of today’s session:

                          PLAYBACK: Leap User Group: Marketing Workflows & Approvals - July 1, 2020 (25 minutes)

                            D
                            DanielCl4
                            Level 2
                            August 10, 2020

                            @Kristin Farwell‚ Do you have the recording handy for this session? Thank you!

                              KristinFarwell
                              Adobe Employee
                              KristinFarwellAdobe EmployeeAuthor
                              Adobe Employee
                              August 10, 2020

                              @Daniel Clarke‚ - I sure do! Here you go --> PLAYBACK: Leap User Group: Marketing Workflows & Approvals - July 2, 2020. Let me know if you have any trouble with it or need anything else.

                              D
                              DanielCl4
                              Level 2
                              August 10, 2020

                              Thank you! 😊

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