Community Manager

[WORKFRONT COFFEE BREAK SWEEPSTAKES] Event Concluded: Creative Briefs Intake & Best Practices

Forum|Forum|1 year ago
June 21, 2024
19 replies
13544 views

This event has now concluded - though our experts are no longer present on the thread, feel free to peruse all the questions, comments, and use cases shared by your fellow community peers! And don't forget to tune into our future Coffee Breaks, where we will cover more amazing Workfront topics.

If you’re a new customer, what questions do you have about intaking your creative brief? If you’re a seasoned customer, we’d love to see examples and hear about your process! What are your hot tips? How did you engage the other teams in your organization to create your process? What is the best approach to make sure your questions are relevant but also easy enough for your end users to understand.

While the briefs themselves can vary organization to organization, we’d love to use this space to talk through the process as it relates to Workfront, what’s worked, and help inspire one another.

Join the Workfront Customer Success Team Cynthia Boon (@cynthiaboon), Nichole Vargas (@nicholevargas), and Leslie Spier (@lesliespier) for a text-only event on the Workfront Experience League Community.

For some guidance, here are sample questions you can ask the team:

If we don’t have all the details when the request is put in, how do we handle that in our process?
How do we ensure teams are providing complete information?
How detailed should our brief be?
We currently utilize a creative brief document and upload it to the request/project, is there a better way to intake the information? Are there advantages to using either a custom form or a document?

We also strongly recommend the following resources to get you up to speed with this topic:

Coffee Break Sweepstakes Qualification

The Coffee Break Sweepstakes winner must be from the continental United States or Canada (excluded Quebec).
For a complete overview of this sweepstakes, please SEE OFFICIAL RULES.
All customers who post a question or best practice as a reply to this thread leading up to or during the 1-hour live event will be randomly entered to win a Workfront swag item. Questions asked as follow up to an original submission will count towards the sweepstakes. Simply commenting on another user's submission (as opposed to replying to same with a question) will not count. Liking, viewing, bookmarking, following, marking solutions, or selecting "Me Too" will likewise not count as an entry into the sweepstakes.
If selected, winner must provide their mailing address to receive the prize. The winner of the Coffee Break sweepstakes will be notified via a direct message on the Experience League Community. If the winner does not reply within 72 hours, a new winner will be selected.
Potential winners may be required to complete and return a Declaration of Eligibility form. Potential winners in Canada will also be require to correctly answer a multi-part math question before being able to accept any prize.
NO PUR. NEC. Enter by 16/07/2024. Must be 18+. For complete details, eligible countries, and prize descriptions see Official Rules above. Void where prohibited. Sponsor: Adobe

Ground Rules and Guidelines:

All content pertaining to this Coffee Break topic will occur solely on this thread. There will be NO live webinar link or recorded video call.
If you CANNOT attend the live Coffee Break session due to an existing obligation, you can ask your question or post your best practice in advance by replying to this event at the bottom of the page. Your question will be answered in the order that it was received.
Add your questions or best practices below by posting a comment on this thread.
Make sure to refresh this Coffee Break page periodically to catch new questions, responses, and recommendations.
Clarify your questions
Ask follow-up questions and provide additional details
View Questions posted by your Community peers and like or comment on replies that you find interesting
Discuss further with your Workfront Community peers
To disable email notifications for this thread, click the Options menu on the top right and select "Unfollow the conversation." This will prevent notifications from being sent to your email every time there is a new reply to the thread or comment.

Coffee Break Session Leaders

The Workfront Scale Customer Success Team has over 20 years of combined Workfront experience as former customers, system admins, and members of technical support. They host regular events (be sure to check the Events page), engage in the Community and most importantly, love talking about all things Workfront! They are a trusted resource for all customers, so if you have questions and aren’t sure where to go, send them an email at csatscale@adobe.com.

Workfront

jon_chenAuthor

Community Manager

Hello Everyone,

A quick update here - I wanted to congratulate @lb103 for winning this Coffee Break Sweepstakes! Thank you to everyone who asked (and answered) questions and shared best practices around creative briefs in Workfront. Keep an eye out for the next Coffee Break, coming soon!

jon_chenAuthor

Community Manager

Thanks everyone for attending this Coffee Break Sweepstakes! This session is now OVER.

As a reminder, anyone that asked a question, shared a use case, or commented on a question in this thread will be entered into our Sweepstakes for a chance to win a Workfront swag item. We will be selecting the winner over the next few days and will reach out to them via Community private message or email - stay tuned!

L

LJ_Knox

New Participant

For our content we have a lot of templates that help our requestors visualize the end format of their need. Do you have any suggestions on how to serve these templates up in a visual format for our requestors to see at the time of their request?
For a different need we have linked a powerpoint file, but I'm finding that my requestors don't follow the click and don't connect the content in the pwrpt with their request.

LeslieSpier

Employee

It is possible to insert images into custom forms (check out @cynthiaboon 's Top 3 video about adding images to custom forms) but depending on the number and size needed, that could get cumbersome. A link may still be your best bet (maybe with an arrow image or something above it to help draw attention to it?) with lots of user training and reiteration to get them used to the process.

brittanylang

New Participant

Does anyone have any use case examples of what they have done with automation (Fusion, API, etc) or AI to streamline and optimize their creative brief process? We love to leverage Fusion and have streamlined some through calculated fields, reports, simplification, etc. but always looking to get better! Thank you!

CynthiaBoon

Employee

This is a great request! We would also love examples of how automation can help this process! Hopefully some customers are willing to share here. We also have a "Making the Case for Fusion" event coming on August 27th, so this might be a great question for our speakers as well.

Learn: Making the Case for Workfront Fusion

brittanylang

New Participant

That's amazing - thank you, Cynthia! Fusion is the BEST. It saves us so much time and risk.

Have a great day! 🙂

RLepoudre

New Participant

A couple of questions:

1. The client wants a "budget" field within the brief form. I'd like this to tie back to the already existing budget field under finances. Is there a way to do that?

2. Similar to how the primary contact field can be added to a form auto-populated, the client would like the same for Company (filled in with the requestor's company). Would this be accomplished through a Calculated Field, and what would that formula look like?

N

NicholeVargas

Employee

@rlepoudre You can reference native fields in your custom form via calculated custom fields. So if your brief is on the project, you can add a calculated custom field that would pull in the project Budget field. If you type in Budget to your calculation field, it will show as {budget}.

As for auto-populating the Company of the requestor, you can also do that via a calculated custom field on your issue (request) custom form. The calculation would be {enteredBy}.{company}

A

ale_garcia

New Participant

My team and I are Workfront newbies and we're setting up our first custom form for a brief. What would be the best way to "organize" logic in our fields / questions? Thanks all!

JROatGeisinger

New Participant

A big tip that you'll not come across accidentally is using Section Breaks and display logic for Sections rather than individual fields. So "Is this a Print Project?" and if it is, display a Section with all of your current Print Shop intake form fields. It takes a minute to figure out how Section breaks work, particularly how to end a Section...

brittanylang

New Participant

Hi! I saw some potential UI updates to how custom form data is viewed coming in the future. Is there any plan to specifically update the UI around custom form data or make it more customizable?

Our main challenge with Creative Briefs is that regardless of how well the data is collected or flows from other places, it still shows in the custom form format which is not very visually appealing. Considering Creative Designers are using this information, I get a lot of feedback that they would love a cleaner interface or some kind of visual updates to these forms. As an admin I would love to be able to customize how they see this data beyond just the order/size of fields and breaking it into sections to help with this process. Thank you!

LeslieSpier

Employee

Hey @brittanylang - I haven't heard of any changes coming to the UI for the custom forms page (particularly ones that would get creatives/designers excited). I had a hard time getting users to go to that page, so I always pulled the data into reports (@cynthiaboon says she did too) and used conditional formatting to make it easier to digest. I even went into the text mode and changed the HEX codes to brand colors in some cases 🙂

brittanylang

New Participant

Thanks for the feedback and all that you guys do, Leslie! We'll continue to work within the realm of what we have available knowing that. 🙂 Have a great day!

S

StephanieWa2

New Participant

I have a ticket open, but has anyone encountered issues with their WF audit logs? We're seeing issues with log-in times being incorrect and actions being contributed to people who didn't do the action. However, we also use Okta to access WF vs. accessing directly.

CynthiaBoon

Employee

Hey Stephanie! I just checked our internal channels, and we haven't heard of a specific issue with the audit logs, but that doesn't mean there isn't one. It might be related to SSO, but I'm not sure. I'm glad you opened a ticket, as Customer Support has way more access to research these types of challenges, so they can definitely get to the bottom of it.

jon_chenAuthor

Community Manager

Welcome everyone, thanks for joining our second Coffee Break sweepstakes! Our experts @nicholevargas @lesliespier and @cynthiaboon are on the thread NOW and will be asking your questions/commenting on your use cases for the next hour.

J

JenniferMa10

New Participant

@NicholeVargas @LeslieSpier @CynthiaBoon

Not everyone received the link to join the Coffee Break call today after registering. Is there any way for you to resend the link?

Thank you!

Jen Mancini

jon_chenAuthor

Community Manager

Sorry for the confusion, @jenniferma10. The Coffee Break is a virtual, text-only event - there is no webinar or call.

To clarify here, the Coffee Break is specifically this thread. All questions, comments, and responses from our experts will occur solely on this thread. Feel free to post your questions/comments in this thread over the next hour and one of our experts will answer as soon as they get a chance!

amybillmayer

New Participant

Hello! We currently have one very long, very complex intake form that we're in the process of reevaluating. I've heard that if there is not a need to report on specific fields/data collected, it really doesn't belong in Workfront. I'm hoping to hear about some best practices and use cases regarding what information belongs in the Workfront intake form vs what information should be contained in a separate brief - strategic, creative, or other.

brittanylang

New Participant

Hi! One thing that has helped us a lot is creating some separate forms that pull in only the necessary Creative Brief information. It is helpful to narrow it down a lot to only was is important for the creative team, so we have a separate form to fill out; however, when there are larger forms where some of that information is already filled out, we could just duplicate some of those fields onto the Creative Brief field so they pull whatever information was entered. We could use calculated fields to properly format some of the things Creative needs to get started into what they'll need to save them some steps.

This also helps as a sub-step if you can't dedicate the time to narrowing down the larger forms at first. Just make a separate form that duplicates the fields from other places and direct them to only look at/expand that specific brief form in the Details.

Show more replies

Coffee Break Sweepstakes Qualification

Ground Rules and Guidelines:

Coffee Break Session Leaders

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded