Workfront SOP - Share?
Since we have different layout templates and such for different users, we've created a few "user manuals." We call them Workfront for Project Managers, Workfront for Business Partners, etc and each set of users has their own specific info. Much of the time I can copy from one to another then make various tweaks. These are new for us, so the work of keeping them updated as we make changes is yet to be determined. A typical layout includes:
Ascent courses we recommend for that user group along with a link to each course and the length so they can decide if they are interested or have the time
How to log into Workfront (we use SSO) and how to find/adjust their notifications
Communicating through Workfront (and the importance of it to maintain your system of record!)
A list of the menus and tabs that particular group sees and what they will find under each one and if we've set up a custom dashboard as the first tab on the Reporting menu (which we do a lot) what each report on that dashboard gives them.
A list of the different statuses on issues, projects, and tasks - and what they mean. We use quite a few custom statuses and approvals
Additional items for project managers
A list of templates available to them
A basic overview of task approvals and custom forms - and which of our tasks require those items in case they need to add an extra task into a project
A basic overview of how issue approvals work so they can recognize when something's gone awry
Overview of converting an issue to a project and which fields they MUST ensure are updated
A list of our project naming conventions
Project scheduling tips, tricks, etc.
How-to's on routing proofs to business partners
Since we use timesheets, how to track their time
Additional items for our business partners
How to submit a request - and an overview of the process a request goes through after they click submit
How to find requests they've submitted
We use a task approval for sending print estimates to business partners, so how to review/approve those
How to review a proof
Some of our business partners have specific processes they need to follow for certain project types, those we typically include at the back of the guide after the basic stuff
Something I started with our last new project manager, I scheduled time on her calendar for her to take the Ascent courses I wanted her to take and included a link to the course in the meeting invite - so she already had time blocked off from Day1 take those. I also scheduled sessions with her to review the guide, but broke it up into chunks so it wasn't overwhelming to get all things Workfront all in one session. Between the Ascent courses and the sessions I scheduled about 9, half-hour sessions with her over the course of a week, a morning session and an afternoon session. She's amazing, asks great questions and has a super grasp on Workfront, but I like to think part of her Rock-stardom is due to my training sessions. :)
@Kevin Quosig - we use Sharepoint to host our Wiki. I attached a screenshot of our Home page. We also created 'guided tours' - collection of pages a particular audience member would need to see. Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB
