Is there a way to tag projects? So any user could quickly pull up all projects associated with a larger campaign? | Community
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user23456
Level 2
September 13, 2023
Question

Is there a way to tag projects? So any user could quickly pull up all projects associated with a larger campaign?

  • September 13, 2023
  • 2 replies
  • 1851 views

Our hierarchy essentially has each deliverable setup as a project within WF (e.g, an email is a project, a sign is a project, a landing page is a project)


Outside of Workfront we have overarching campaigns that feed into the individual projects. Generic examples of campaigns:

  • Halloween
  • Special Weekend Offer
  • BoGo
  • Etc.

 

These all feed into the individual projects, so something that might happen is one email (project) may be talking about Halloween and Special Weekend Offer at the same time. Both “campaigns” find their way into that project.

 

Use case:

“Special weekend offer” campaign was once approved, projects are underway. An update comes through changing details in Special Weekend offer. Within a few clicks I can summon “show me all of the projects associated with “special weekend offer." This would also be incredibly useful for that campaign owner to have a report showing them the status of each project associated with their campaign.

 

What I am trying to solve for is a way to “tag” the projects in WF, within the custom forms, so when a project is requested we can ask the requestor to indicate which campaign(s) their project is relating back to.

 

Why I can’t put these into programs:

  1. Too manual when setting up the jobs. I want the job requestors indicating this
  2. One of our projects could theoretically tie into 5 different campaigns, and you can’t have a project be in multiple programs
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2 replies

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Peggy85
Level 2
September 13, 2023

Hi, have you considered including a field in the custom form that the requestor can populate with the campaign name when they request a new project?  For instance, the field name could read, "what campaign is this project associated with?"  Answer: Halloween

 

Then create a report based on the answer.  

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    September 13, 2023

    Agree, I think custom form field is the way to go and using that in various report filters, but a caveat is if you have several campaigns coming and going, maintaining a drop-down of campaign options would become untenable unless you only have a small number. If you have more or less set campaigns that would require little maintenance this is a viable option. You definitely don’t want an open text field here.

     

    Also, have you considered the actual Campaigns feature in WF?

    @user23456 

    If this helped you, please mark correct to help others : )
    U
    user23456Author
    Level 2
    September 14, 2023

    For sure, I mentioned you definitely don't want to use a text field for that reason. And that if you have several campaigns, custom form field not easy to maintain.


    Where can i find info on the campaigns feature? 

    ChristinaJay
    ChristinaJay
    Level 4
    September 15, 2023

    We created a 'metatag' list and the user can select from a drop down field whatever is applicable. We have a prompt based report that allows others to search on it. 

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