Community Manager

Adobe Workfront Experts on Post-Adobe Summit 2023 Q&A

Forum|Forum|2 years ago
April 3, 2023
6 replies
7961 views

April 11th, 2023

We are happy to welcome Cynthia Boon, Nichole Vargas, and Leslie Spier from Adobe Workfront Scale Customer Success team for an AMA session about getting all your post-Adobe SUMMIT 2023 questions answered by Adobe Workfront Scale Customer Success Team.

Our experts:

Cynthia Boon is a Business Process Professional dedicated to process improvement, building efficiencies, and implementing innovations to help organizations achieve strategic goals. With 20 years of project support and implementation, she has had the opportunity to serve as a technical writer, training facilitator, instructional designer, performance consultant, project manager, product owner, and systems administrator.
Leslie Spier is a dedicated customer advocate, with years of experience leading organizational change and driving marketing tech stack transitions over 10 years as a marketing project manager in both external agency and in-house agency environments. At Adobe, she has continued to be a trailblazer, piloting the first Workfront Customer Success Mid-Tier program before moving to the Scale Customer Success team where she shares her knowledge and enables connections across an even larger customer base.
Nichole Vargas is a go-getter, committed to exceeding customer expectations. Her customer-focused mindset combined with experience in Customer Support and Training Operations at Adobe Workfront is the building blocks for which she helped to build an extremely successful Scale Customer Success program from the ground up. When she’s not challenging herself and others to choose courage over comfort to ensure personal and professional growth, you can find Nichole outside hiking with her golden retriever pup.

How this AMA works:

This thread will open on Tuesday, April 11, for you to start submitting your questions.
Reply to this post with any questions you have for our Experts. They will reply to as many of your questions as possible.
After the AMA is over, the thread will be locked for new replies, but it will remain visible as a resource.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

LeslieSpier

Adobe Employee

I'm going to break the ice and get the conversation going! 🎉

Did you have a favorite part of Summit? Something cool you learned? Hot tip you want to share? Lingering question?

As someone that attended virtually and is catching up on the sessions, I'll share one of my favorite hot tips 🔥:

Click the "1x" in the bottom of the video player and you can speed up or slow down the video!

What are your questions, tips, favorite sessions, etc.?

jon_chen

Author

Community Manager

Thanks, @lesliespier! Also, a quick reminder that this Summit Coffee Break is TOMORROW. Be sure to start thinking about the questions you want to ask and sign up via the Event Page for reminders on the day!

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M

melissa_sowers

Level 2

@lesliespier @nicholevargas @cynthiaboon

In Workfront, is there a way to account for partial days off? I see in the user profile, a user can select a whole day off, but not partial

LeslieSpier

Adobe Employee

Hey @melissa_sowers! Great question! When selecting the date, if you uncheck "All day," you can select the hours.

Thanks for joining us this morning!

M

melissa_sowers

Level 2

Thank you so much! I can't believe I didn't see that!

M

melissa_sowers

Level 2

@lesliespier @nicholevargas @cynthiaboon In Workfront, if there any way to tie the start and due date to the parent task rather than the child task. We use an ongoing hours project to capture our non-project related hours. We duplicate the parent task weekly and it would be useful to be able to change the dates once rather than for each child task.

CynthiaBoon

Adobe Employee

Hey Melissa!

Great timing! We just talked about how to handle "non-project" hours yesterday during our Strategic Admin Chat event. I totally get the challenge of needing to make the date changes easily to the child tasks. Since Workfront reporting is dependent on hierarchical objects, the child tasks need to drive the start and end dates of parent tasks so that Parent Task reporting is accurate. (And I have to say, I love a Parent Task Report. 🤓) However! The non-project related hours is a challenge for all of us and there are several ways to solve to that. If you prefer to use the Parent/Child tasks, you could use the Bulk Edit functionality when you copy those tasks. (You could also set up all the tasks for each quarter all at once and bulk edit or do Recurring Tasks?)

If you're thinking of moving to tracking those general hours to timesheets, you can always create some "buckets" in the Hour Types.
I'll DM you with the recording from yesterday if you want to listen to the conversation on the hours buckets.

Thanks!

M

melissa_sowers

Level 2

@cynthiaboon Great, thank you! I just watched it and was also interested in the email that went with the video. In particular, I would love more information on how you built your three calendars.

MarkTEvans

Level 2

My favorite part of Summit was the networking. Huge thanks to @lesliespier for setting up the GroupMe chat and @nicholevargas for on-site coordination.

I've been knee-deep in building a presentation/language for rolling out time-tracking for our group (wish me luck), so honestly haven't had a lot of time to digest and revisit the sessions. But will in the coming weeks.

I will say the hands-on sessions were PACKED with content and seemed rushed. Also, they were plagued with technical issues that either didn't allow the scenarios to be executed as planned or cause people to get behind and have to try and catch up. That's my only gripe about the week.

I can back with excitement and will try to wrestle some duties from that powers that be....who aren't doing anything with their powers.

NicholeVargas

Adobe Employee

@marktevans It was so great to connect with you at Summit!

I'm not sure there is 1 easy solve for getting users to track time but I can definitely say if you have leadership buy-in, you'll have better luck with the rollout and communicating the why with users! I'm pretty sure you were in attendance, but if not, HERE is a link to the Customer Panel on Logging Time where 4 customers (Madalyn, Ram, Daniel and Lindsey) all share their best practices on getting started.

Let us know if there is anything else we can help with as you get going!

MarkTEvans

Level 2

Thanks @nicholevargas ,

I rewatched that and actually reach out to Daniel (thanks to networking) and he said the exact two things you did.

- Leadership buy-in

- Explain Why

I've got the why part covered but having trouble getting the all leadership to communicate their buy-in. We'll see how it goes, presentation is tomorrow.

MoniqueEvans

Community Advisor

Question for @nicholevargas - since this was your first conference ever, are there any tips you would give to someone thinking about attending next year? Things you know now that you wish you knew before?

MarkTEvans

Level 2

Wear neon colors so everyone can find you!

LeslieSpier

Adobe Employee

YES! The hot tip we didn't know we needed but was PERFECTLY executed! 🎉

jon_chen

Author

Community Manager

That about wraps up this month's Coffee Break! Thanks to everyone who attended, and a big shoutout to @cynthiaboon @lesliespier @nicholevargas for leading this discussion as always! Stay tuned on the Community as there'll be more exciting Coffee Break topics coming in the future.

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