Like Jamie, I'm most interested in hearing about automation within the Workfront instance. I'm not at the conference this year, so I may be misinterpreting what's possible with the tool. Workfront is really great at routing requests during intake with request queues. But I'd really love to see more automation during the middle of a request. At a basic level, our workflow looks like this:
Request is submitted, kicking off an approval workflow
Request is approved. It's a valid request that should be worked.
Human Touch: A person then assesses the level of effort, priority, and then manually sets fields in the system (Planned Start Date, Planned Completion Date, Planned Hours, Assignments). Currently, we set those fields individually, because they're not linked, which is a lot of effort.
My questions are:
General question: What are the possibilities for automation?
Can this automation drive updates to default fields, assignment fields, and custom fields? (Example: If I change the [Priority] to "Low", could that change the [Planned Completion Date] to be x days away?)
If a field is updated via Workfront Fusion, can it be manually overwritten? (Example: 95% of the time, high priority items should be done in X days, but there are times where we need to do it quicker. Could we override that field or is it locked to what the Fusion workflow set?)
Thank you. I'm looking forward to hearing more during next week's webinar! Vincent Goodwin The Capital Group Companies
