Make a request

Transcript

Welcome to Make a Request. In this video, you will learn how to navigate to the Requests area, how to make a request, where to view your submitted requests, and where to find a draft of a request. Can’t find the right graphics and images for the Spring Sale campaign? Request them through Adobe Workfront. Need a professional services contract updated? Make a request. Requests are used in many different ways in Workfront, depending on your organization’s processes and needs. The requests area allows making and managing requests, to be quick and easy, while keeping it all in one place, inside Workfront.

Start by selecting Requests from the main menu.

You land on the Request page. From here, you can make your request. Click the New request button, then choose the Request Type from the menu. This could be a new project, a photo shoot, a contract review, or one of a million other deliverables. Once you choose the main request type, this may trigger additional dropdown menus, so you can be more specific about your request. Start by filling in the basic information. The subject field becomes the name of the request. Enter a description, providing information required for the type of request that you’re submitting. Set a Priority for the request, indicating how important it is, or where it falls in the overall hierarchy of requests. Fill out the remaining fields. These fields are part of a custom form designed by your organization, to capture the information needed, to fulfill the request. Custom forms are often used as creative briefs, scoping documents, or spec sheets. You won’t be able to submit the request until all required fields are filled in. Don’t forget to attach any documents or files related to the request, such as budgets and spreadsheets, copy for the ad, and a text file, etcetera. Just drag and drop them onto the request, or browse to the files on your computer desktop, or another server. Review the information you’ve provided with the request, and then click the Submit button. Submitting the request switches you to the submitted page, which shows the requests you’ve submitted, that are still open or unresolved. You can watch its status as it moves through your organization’s workflows. Use the filter to change which requests you see on the submitted page. My Open Requests is the default, and shows your requests you submitted that haven’t been resolved yet. My Requests shows all of the requests you’ve submitted, regardless of what status they’re in.

Open shows all unresolved requests that you have access to, and All shows all of the requests you have permission to access in Workfront. These last two options, Open and All, could include requests submitted by other people.

As you fill in a request form, Workfront saves a draft automatically as you fill out the subject field. You’ll see the auto save kicking in at the top of the window, with an indication that the draft has been saved. This means that you won’t lose data if you navigate away from the requests area, by closing the request, or if you pause in the middle of your request to gather more information. When you’re ready to submit the request, find it in the Drafts section. Click the name to open the request, and finish filling it out.

Then click Submit when you’re done. If you decide you don’t need the request anymore, or you want to start again from scratch, just click Discard to delete it. You can also access request drafts when you select a request type, as you start a new request. Workfront shows you available drafts, so you can select one of those to finish filling out. Making requests through Adobe Workfront is just one way to keep the work you’re doing, and planning, all in one system. -