Track # of artwork rounds in Workfront | Community
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keri13
Level 2
December 13, 2022
Solved

Track # of artwork rounds in Workfront

Any suggestions on how best to capture and track the # of artwork rounds within a project plan in Workfront?  Ideally, capture the rejection reasons as well. Thank you

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Heather_Kulbacki
Heather_KulbackiAccepted solution
Level 2
December 19, 2022

We count the number of times the creative went out to our business partners for review by the number of business review tasks on a project.

  • If the project requires more rounds than we have built into the project template, we have an additional template with just a task for the revisions and a task for another business review that can be added in
  • If the project doesn't need all the rounds that are built into the template, the project manager can delete the extra tasks

I suppose we could add a custom form to our business review task for someone to fill in the rejection reason for each round that was rejected, then pull that into a report with the task.

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8 replies

Madalyn_Destafney
Madalyn_Destafney
New Participant
January 6, 2023

Hi there, I actually just posted something related to this in this thread - https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/from-eoy-reporting-workshop-continued-discussion-on-actual-vs/m-p/563482#M203 - the top comment in the thread. Hopefully this helps!

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keri13Author
Level 2
January 10, 2023

Thanks Madalyn!

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Heather_Kulbacki
Heather_KulbackiAccepted solution
Level 2
December 19, 2022

We count the number of times the creative went out to our business partners for review by the number of business review tasks on a project.

  • If the project requires more rounds than we have built into the project template, we have an additional template with just a task for the revisions and a task for another business review that can be added in
  • If the project doesn't need all the rounds that are built into the template, the project manager can delete the extra tasks

I suppose we could add a custom form to our business review task for someone to fill in the rejection reason for each round that was rejected, then pull that into a report with the task.

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keri13Author
Level 2
December 20, 2022

Thanks so much for your reply Heather! Very helpful.

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KellieGardner
KellieGardner
New Participant
December 14, 2022

We used document version to track rounds of changes. Never tried pulling in the rejection reasons though.

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keri13Author
Level 2
December 16, 2022

Hi Kellie,

Thanks so much for your reply!  So that I'm clear, you track rounds by document versioning but you're not capturing # of rounds in any way in Workfront, is that correct? Our goal is to get the # of round info into WF in some way for reporting purposes.

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KellieGardner
KellieGardner
New Participant
December 19, 2022

Correct, we just use a report that captures how many versions of a document were loaded to signify revisions. So if a document has 6 versions - we can assume 1 was the original upload so a total of 5 rounds of revisions were done.

 

The only other way I can think to  capture it in reporting would be to use a custom form and have someone put in how many revisions were done. 

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