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[WORKFRONT COFFEE BREAK SWEEPSTAKES] Tuesday, July 16th at 10am PT: Creative Briefs Intake & Best Practices

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6/21/24

Do you want a chance to win Workfront swag? Ask a question or share a best practice/example of your creative brief intake process and you’ll be entered into our Community Coffee Break sweepstakes! 

 

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. 

 

Join the Workfront Customer Success Team Cynthia Boon (@CynthiaBoon), Nichole Vargas (@NicholeVargas), and Leslie Spier (@LeslieSpier) for a text-only event on the Workfront Experience League Community. The team will be interacting live for an hour, but the conversation can continue.   

 

Post your recommendation or question as a reply to this thread and at the end of the 1-hour Coffee Break, we’ll randomly select a winner. Please review the full sweepstakes qualifications below. 

  

For some guidance, here are sample questions you can ask the team:  

  • If we don’t have all the details when the request is put in, how do we handle that in our process? 
  • How do we ensure teams are providing complete information? 
  • How detailed should our brief be?
  • We currently utilize a creative brief document and upload it to the request/project, is there a better way to intake the information? Are there advantages to using either a custom form or a document? 

  

We also strongly recommend the following resources to get you up to speed with this topic:  

  

Coffee Break Sweepstakes Qualification 

  • The Coffee Break Sweepstakes winner must be from the continental United States or Canada (excluded Quebec). 
  • For a complete overview of this sweepstakes, please SEE OFFICIAL RULES. 
  • All customers who post a question or best practice as a reply to this thread leading up to or during the 1-hour live event will be randomly entered to win a Workfront swag item. Questions asked as follow up to an original submission will count towards the sweepstakes. Simply commenting on another user's submission (as opposed to replying to same with a question) will not count. Liking, viewing, bookmarking, following, marking solutions, or selecting "Me Too" will likewise not count as an entry into the sweepstakes. 
  • If selected, winner must provide their mailing address to receive the prize. The winner of the Coffee Break sweepstakes will be notified via a direct message on the Experience League Community. If the winner does not reply within 72 hours, a new winner will be selected.  
  • Potential winners may be required to complete and return a Declaration of Eligibility form. Potential winners in Canada will also be require to correctly answer a multi-part math question before being able to accept any prize. 
  • NO PUR. NEC. Enter by 16/07/2024. Must be 18+. For complete details, eligible countries, and prize descriptions see Official Rules above. Void where prohibited. Sponsor: Adobe 

  

Ground Rules and Guidelines:  

  • All content pertaining to this Coffee Break topic will occur solely on this thread. There will be NO live webinar link or recorded video call 
  • If you CANNOT attend the live Coffee Break session due to an existing obligation, you can ask your question or post your best practice in advance by replying to this event at the bottom of the page. Your question will be answered in the order that it was received.   
  • Add your questions or best practices below by posting a comment on this thread.   
  • Make sure to refresh this Coffee Break page periodically to catch new questions, responses, and recommendations.   
  • Clarify your questions  
  • Ask follow-up questions and provide additional details  
  • View Questions posted by your Community peers and like or comment on replies that you find interesting  
  • Discuss further with your Workfront Community peers   
  • To disable email notifications for this thread, click the Options menu on the top right and select "Unfollow the conversation." This will prevent notifications from being sent to your email every time there is a new reply to the thread or comment.  

  

Coffee Break Session Leaders  

  

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The Workfront Scale Customer Success Team has over 20 years of combined Workfront experience as former customers, system admins, and members of technical support. They host regular events (be sure to check the Events page), engage in the Community and most importantly, love talking about all things Workfront! They are a trusted resource for all customers, so if you have questions and aren’t sure where to go, send them an email at csatscale@adobe.com.   

 

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Level 3

6/25/24

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...

  1. Where do you put this creative brief custom form? In a task or the overall project details section? We want all Project Owners to put it in the same place, so our content and design teams always know where to find it.
  2. What if the project has multiple deliverables, do they fill out 4 separate creative briefs for each deliverable? Or do you set up the creative brief custom form to include fields for multiple deliverables?
  3. I would also just love to see how other companies do this today!

Thank you in advance!!!!


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Event starts:

Jul 16, 2024 - 10:00 AM (PDT)

Event ends:

Jul 16, 2024 - 11:00 AM (PDT)

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