Adobe Employee

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

Forum|Forum|5 years ago
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.

Leap-2020---VUG---Marketing-Workflows---1-July-2020.pdf

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imgrund

Adobe Employee

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

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

C

catherineh70969

Level 6

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

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.

A

ayae9457428

Level 2

Are you able to activate a routing rule based on the user logged in and the routing rule be that persons manager?

I get so many horrible briefs from our marketing managers and have complained to that team leader so we agreed that now every time I get a request from one of her marketing managers, I'm manually reassigning the request to the team leader to review and make sure the brief meets requirements then she manually assigns it back to me to convert and assign to a creative.

Would love a routing rule to include a user wildcard that would trigger the appropriate routing rule ... shooting for the stars or possible? :)

M

MatthewBr2

Level 2

Aya, the routing rules are pre-defined so they wont change based on the logged-in user.

That said, using an Issue approval process like Catherine mentioned above, could route an approval to the user's manager to review the request before it get's triaged by your traffic coordinator.

There are some other options too that would include creating specific queues by team or requiring a custom field where the requester selects who their manager is. Once submitted, it could appear on a report where managers can review newly submitted requests from their teams. I'd suggest the approval process mentioned above as your ideal option though.

Happy to discuss further if you'd like.

Heather_Kulbacki

Community Advisor

@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

BretFr

Adobe Employee

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

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

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

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

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

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

Author

Adobe Employee

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

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

KristinFarwell

Author

Adobe Employee

@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

Thank you! 😊

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