New home beta screen and issues

[JennHo]

In the old "my work" tab when you converted an issue to a project or task, it went away (even if it was still assigned to you) because it was tied to a resolving item. In the new home tab, it appears that all issues remain on your list and there is not really a good visual identifier or filter to tell which have been tied to resolving tasks or issues. As the traffic manager for a creative team, our workflow has been for me to pick up the issues by clicking "work on it" and then convert them to tasks or projects and assign to my work license holders. In the new view it is difficult to tell what needs to be planned and what has already been taken care of. Does anyone have any tips on this. Jenna Horton The Jackson Laboratory

[BillGa]

Hi Jenna: Our workflow is slightly different, using an approval by the Traffic team to launch the conversion process. Our Creative Traffic team converts requests from a simple report of new issues added. The report contains basic information (name, source, their business unit, which request queue they came from (we have several), priority, status (new, awaiting brief approval, waiting for more information etc.) and the age in days of the request. Once each request has been approved and actioned, it disappears from the report. We really don't care about that issue after that. The report is checked hourly with an SLA of conversion within 24 hours. I'll be happy to share our process with you if you like. If you have received this email in error, please let me know by return email so I can make sure it doesn't happen again. Because emails can contain confidential and privileged material, I'd ask for your help by deleting it and any attachments. Thanks! We like to keep people up to date with information about new products and services at ATB or changes that could affect you. You can check out more about ATB and CASL at "http://www.atb.com/important-information/privacy-security/Pages/ATB-and-CASL.aspx" http://www.atb.com/important-information/privacy-security/Pages/ATB-and-CASL.aspx If you would like to unsubscribe from our updates, please use this URL - "http://www.atb.com/important-information/privacy-security/Pages/unsubscribe.aspx" http://www.atb.com/important-information/privacy-security/Pages/unsubscribe.aspx

[JennHo]

Hi Bill, This sounds like it could work for us. I was using my "my work" area to basically do what your report does but better. I'd love to know more about your report and how you have it set up. This may be a great solution for me and my team. Thanks. Jenna Horton The Jackson Laboratory

[AllisonLi1]

Jenna, Sounds like a report showing new requests filed would be great for your workflow. We have a lot of customers who manage all of their incoming requests off a report or a series of reports on a dashboard. Some of those reports include columns in a View that show the converted item name, so you can click on it and go directly to the new item. Or you can do the reverse, and include the resolvable item name, so you can go back to the original request. I've attached a few quick guides we offered to our Leap attendees at one of our reporting sessions. Page 4 of the "Helpful Workflow Reports" contains some information that will be useful. And the "Dashboard Suggestions" shows some of the types of reports we've seen on customer dashboards recently. Allison Lippert Workfront allisonlippert@workfront.com