Hello fellow Workfronters -- need your assistance if you please. We are an in-house Marketing department with creative, digital, video and online marketing all in one in our implementation phase (currently in training and departmental rollout of Workfront Core (already using other aspects)). We have recently reconfigured our roles and processes so that the Marketing Managers (not the project managers or traffic/resource manager) will be inputting jobs. They are not used to doing this in any system. They will also be reviewing Requests and are the first line of approvals on those request. Therefore they will be converting Requests to Projects (we use Jobs) sometimes and other times they will just be entering the jobs without the conversion (there is a reason). The instructions below are for when they are Adding New Jobs (not Converting). Are we doing this the simplest way possible?
Entering the jobs directly (when not initiated by a Request):
Navigate to screen with Ad Jobs button (should be available in any of the submenus named Jobs) - whether in the top nav bar Jobs or within departments or campaigns.
Click Add Jobs, scroll the drop down options to select the most appropriate Template currently available*.
see Documents tab within the First aid Education FY20 Q1 campaign for some screenshots (link likely accessible from the notification email you likely got from this post)
This brings you to the overview section (blue words on left of the page are the section heading and are jump links)
Update the Name field using our naming structure: FA Education FY20 Q1 (then deliverable type or distinguishing criteria)
Update the Description field with information specific to this deliverable.
Change the Planned Completion Date field (only) to 8/26/19 for Q1 and 2/17/20 for Q3 (two separate deliverables, not two fields in one deliverable, just to be clear).
Change Priority field only if it needs to be changed
Change Status to Ready to Schedule
UNLESS you are still working out details then instead put it in one of the 3 Planning options - currently, we're using the 1st of 2 In Planning Phase (don't ask)
Once you finish setting up the jobs and saving them with Ready to Schedule, it is presumed they are ready to schedule and will go into my queue to address on a priority basis, not first come first serve.
Currently, leave the Job Owner and Job Sponsor fields as is*
Jump to Department section by clicking the Department heading in blue on the left side of the screen/page
Ensure Department is SET First Aid*
Ensure correct Campaign is selected - note it seems that if the campaign does not exist in the list that you'd need to use Select then after creating the job create the Campaign, edit the job, jump to Department and pick the newly created campaign from the campaign list.
Jump to Custom Forms section by clicking the Custom Forms heading in blue on the left side of the screen/page
Add the Marketing Campaign (Job) form.
Fill out both the CRITICAL MARKETING FIELDS form AND the newly added Marketing Campaign (Job) form.
For now, leave the Tasks drop downs alone*
Click SAVE CHANGES button
Give it a moment to refresh and you'll arrive be brought to the landing page for the job you just entered. If you need to ADD ANOTHER JOB/Deliverable/Tactic/Activity, while on the landing page of the job you just created click the drop-down arrow for the Job Actions link (blue text in the upper right area of the screen/page) and choose copy
Rename the Name field for the new deliverable/job/tactic/activity, click the Copy button at the bottom of this popup window.
Then click the Edit Job (blue words near top right but left of Job Actions) and make the changes to the appropriate fields in Overview (like the Planned Completion DATE, and Custom Forms, like the Job Type in the CRITICAL MARKETING FIELDS form)'
If you need to change templates, you will need to select the open checkbox above the tasks list (in the heading row, then click the bottom More tab link (blue text), and click Delete link (blue text)
Click Save Changes button
Then click the Job Actions drop down again to attach the correct job Template.
* subject to change as needed over time. Most job type or job type groupings have their own template. Some are still being added, others exist but need to be adjusted or adjusted by the traffic/resource manager on a job-to-job basis when scheduling. @Dustin Martin @Skye Hansen
‚Äã‚Äã‚Äã Tammie Bouchard National Safety Council
