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If you’re a new customer, what questions do you have about intaking your creative brief? If you’re a seasoned customer, we’d love to see examples and hear about your process! What are your hot tips? How did you engage the other teams in your organization to create your process? What is the best approach to make sure your questions are relevant but also easy enough for your end users to understand.
While the briefs themselves can vary organization to organization, we’d love to use this space to talk through the process as it relates to Workfront, what’s worked, and help inspire one another.
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This coffee break couldn't have happened at a better time! I have been working on implementing a creative brief for a few months. We did a survey at the end of 2023, and the results were screaming for a more streamlined way of capturing all the creative details for our content and design teams.
I have created a custom form with an overall project details section, that brings in calc fields for the project description and other custom fields from our request form. I also have a content section and a design section, each section is filled with the necessary questions that the content and design teams have shared that they need in order to begin work.
A few questions that I have...
Thank you in advance!!!!
Q1: My two cents... We always keep the project brief custom form at the project level since it typically applies to the project as a whole.
Q2: We struggle with this as well. We've found for tracking SLAs, keeping deliverable count to one per project is imperative. We have yet to solve for how to generate multiple projects for multiple deliverables in a simple way via one intake form. And we don't have an answer for the brief either. As of now we have a brief for each deliverable. But if its part of a multi-deliverable campaign, having one collective brief would be ideal.
My team is in the process of building the creative brief fields into our intake form in an effort to eliminate offline docs and streamline the intake process. We'll need to test w/some key mktg and product partners but we're hoping this will be an efficiency.
One team I worked with had a process where if multiple deliverables were needed based off one request, we would create a program to put all the projects into. Then convert the first deliverable into a project and duplicate that project as many times as needed. The main downfall is if the form changes on one, it is not reflected on the others.
What is the best way to handle changes to the creative brief custom form once it's been rolled out? We want to make some major changes to simplify our form.
Our brief is high level. Then we have a section where they can check off all the deliverables they need. Then we add those additional forms to collect the details for the deliverables.
Our Marketing team has grown so big that our brief is due for an overhaul. Looking forward to hearing other people to see if I can steal some tips and tricks!
We have a Project Brief similar to JHulet that pulls in info via calculated fields, but it's a far cry from the custom handoff we used to get from our human traffic managers. Trying to figure out a request's needs from a few fields takes a bit of translation skills. Plus, getting designers to click on project details to view a custom form is like pulling teeth. Hence our attempt at an automated project brief hasn't been very successful.
My questions:
Looking forward to any tips!
Some of our internal clients have been trained to provide a separate creative brief for the types of work they frequently request, and the information is valuable to have in-hand as the new work kicks off, though often there are changes to the information as a result of the kickoff, and then even more changes to the scope as the project progresses, making it challenge to ensure all are on the same page! Some of our custom forms include several of the questions from our creative brief form so we have the benefit of additional context, though that assumes the requestor is providing good quality detail (and not copy/pasting from elsewhere). We'd love to conduct a new creative brief refresher training for our WF users, once we've reviewed input from others on this thread!
I'm looking forward to this discussion! We are currently looking at building out an intake form to create a project roadmap dashboard. We have an existing intake form for projects/campaigns, but often Stakeholders upload a separate creative brief, or PPT deck, to the project. If there are changes, the Project Manager has to make sure the creative team has the latest file for reference.
I can't wait for this discussion! As a new Workfront Admin, I get so many pearls of wisdom from these well-established collaborative sessions!
My question for this discussion is: How do you educate new features and benefits within Workfront to your users? What has worked best for tackling change management?
We are starting a new intake process with a request queue for each of 4 tiers. The tier is based on the scope of the request and will direct our assignment and approval processes. Some requests will convert to multiple projects. How do you keep the name of the request queue (which is Tier 1, Tier 2, etc) attached to all the projects from that request? It seems like the converted request data can only be attached to one project.
Here's my biggest question about creative or project briefs: Is it wrong to put the whole text of a brief into the description field? Or into a Brief field? I feel like it is searchable that way. The only downside is you have to enforce standards, whereas with a form, you can make certain fields mandatory.
However, my marketing managers complain that they have FORM FATIGUE. They have to fill out, no joke, 7 or 8 forms to get projects done. One for Workfront, one for the email team, one for the analytics team and so on.
I want to use Fusion to take the information that is entered ONCE and then share it with those teams in whatever format they prefer. But we have to stop the form madness!!
Am I wrong?
Event starts:
Jul 16, 2024 - 10:00 AM (PDT)
Event ends:
Jul 16, 2024 - 11:00 AM (PDT)