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Transcript

All right. Good morning everyone. Welcome to welcome to our very first, wake up of work front, webinar of the year. And thank you. Just thank you so much for joining us today. I see that some people are still logging on, but let’s just go ahead and get started because we have a pretty full agenda for you today.

I do that we’ll get our our cameras on. All righty. So, today our amazing group of presenters is going to be going through a special Ask me Anything type of session where we’re going to be tackling questions that we received from you during our registration pages and also live on the air. So when you see the Q&A box kind of come up in the next screen, you’ll be able to go ahead and, respond to or ask us questions there, and hopefully we’ll be able to get to it on the session. And so we encourage you to ask those questions in the chat box. And for any that we can’t get to, feel free to just reach out to us at the very end to our, social account manager. And we’ll, be sure to get back to you as soon as we can. So very quickly want to go over a few housekeeping items before we get started? As you can see, we are presenting an ÃÛ¶¹ÊÓƵ Connect today and we are live. But don’t worry, our session is going to be recorded and you’ll be able to view it on demand. Later you’ll receive an email with us from us with the link, so you can just check it out at a later time. Should get there around tomorrow afternoon or so. I also want to point out that at the top of your screen, there’s a black bar with an icon with a hand on it. So from there you can drop down and find actions you can utilize throughout the presentation, like a thumbs up, a like and such. So feel free to just engage with us there. We, we love, using that feature. And then on the following screen at the end, there will be a list of links, experience link that will be that will be highlighting best practices and guides that will be referencing today and responses to your questions. So be sure to grab some of those that are handy, and hopefully that information will be very helpful in terms of getting, just more in-depth knowledge for everything that we’re covering today.

And so lastly, as we’re closing out the webinar, we have a few survey questions that will be at the bottom of your screen. So you can please take an extra minute to answer those. We’ve greatly appreciate it. With that, I’d like to quickly introduce myself. My name is Fabian and I’m a digital engagement manager here at ÃÛ¶¹ÊÓƵ. I joined the webinar team here, late last year. So your, some of you may have seen me on camera already, but if not, you’ll be seeing me a lot more often on these sessions. Excited to, working with all of our, just experts and presenters here. If you have any questions or comments about today’s events or your experience with ÃÛ¶¹ÊÓƵ Connect or anything, please reach out to me.

With that, I’d like to hand it over to the team to introduce themselves. Starting with Samantha. Thanks, Bobby. And hi, everyone. Thank you so much for joining us today. So my name is Samantha miller, and I’m a business advisor here at ÃÛ¶¹ÊÓƵ. So, essentially what that means is I help our customers focus on the strategy behind their work front and center, and really getting the most out of their work front and center. My work run journey, I started as a customer, so I implemented work front, for a lot of the adoption and training battles that I’m sure a lot of the folks on the call today are probably experiencing as well. And then I transitioned to the consulting side of the work front world. And, just most recently joined the team here at ÃÛ¶¹ÊÓƵ about a year and a half ago. So I’m going to kick it over to Erin. Yeah. Thanks, Samantha. So I’m Erin Baker, I’m the technical advisor. And my role is more at the technical level, where Samantha is more at the strategic level, and Maryann as well. They’re my counterparts. My work front journey actually started in development, so I started in the work front engineering team before ÃÛ¶¹ÊÓƵ even acquired work front.

I started on the proofing tool and managing that integration. And I’ve recently transitioned into more of a consultative role. And helping customers like yourself get the most benefit out of their work environment. And I’ll kick it over to Maria. Thanks, Erin. Mariam or Val? Basically sisters from another mister with Samantha, we have a very similar background and that we both function as customers, both function as partners. And now, manage the business advisory team, helping our solution account managers and our customers, optimize and be more efficient, within their work front instances. I have a little bit of a call today, so I apologize upfront, and I’m struggling with some internet issues. So the team is going to be helping me, as I’m facilitating some of my questions with some of the demos. So please be patient with us as we get started.

Okay. Thanks, everyone. And with that, we can go ahead and get started. Going to start off with a few questions that we received on the registration page. As you can see in this Q&A section, feel free to go ahead and just start typing some questions there. As they come up. So for the first question we received, it is I am interested in hearing about best practices for project management when putting a project together in a work front. Marianne, would you be able to, help us answer that? Yeah, absolutely. First of all, I want you to know that you can do a simple search and experience league for best practices, having filtered for the work around product specifically or for other products, if you would like best practices on those as well. This is going to provide you all of the best practices, articles, and documentation that’s been written by many of our product experts. You can also refer to the attached whitepaper. That is going to be part of the resources that are available to you, and it’s going to have direct links to the items that we’re going to be discussing that we found an experience like.

Second. When creating a project. Make sure that you have the following. When you come to the table, you want to have an overall timeline and expect an outcome for your project. You want to have, the recommended list of tasks, action items that are necessary to accomplish that outcome. Okay. Often these are referred to as your deliverables or set of deliverables. And then you want to think about certain things like ensuring that each task starts with a verb indicating that assign to assign needs, that they have some action to perform, and a date and a time to start and to complete it when it’s not in action. When it’s a reference item, it can be really confusing for folks to know what they need to do and when they need to do it, so helping to make that very intuitive and easy to understand can be super helpful and prompt engagement and updating, timely updating from your end users.

And then you want to have an overall understanding of the resources necessary to complete those tasks. Next, you want to make sure you’re assembling all of these items into a project with the status of planning. When it’s in a status of planning, no one’s getting notification of the assignments or the timelines, and then you can sort of test and validate the overall project. Workflow aligns with the timeline and the resources that are both necessary and available. This is going to prevent getting unnecessary notifications or seeing a lot of changes when you’re putting that project plan together. Following that, you’re going to flip to some state of in-progress active current. Whatever the term is is most appropriate for your organization to then activate and notify the project participants. That’s going to send them an email and a notification within the work for an application. The key here is to not overwhelm, or at least try to not overwhelm your end users with tasks to update or notifications to receive. And then you make some noise. And it really limits the engagement and the adoption of making timely updates. So you want to make sure these items are helpful and relevant to the work that they’re doing. And then one final thing to note is once the project is proven accurate and reliable, you can then save it as a project template for use by other team members. So always thinking about how you’re going to be streamlining your time to convert and create new projects within your environment.

Bobby, I’ll hand it back to you real quick before we before we pivot to the next question, I just want to kind of double click on something that Marianne just mentioned is a lot of times what we’ll see as customers, especially when they’re setting up their projects or their project templates for the first time, the natural inclination is to document every single step of the process just to make sure you’ve got all of that documented. But I want to encourage you all to keep in mind that that’s not actually how you work. It is important to understand the process start to finish, but when you’re trying to set your project up for success, you want to be thoughtful about how your team actually works together, not the individual boxes that have to be ticked for something to be complete. You want to put that result in is project templates that are too granular and start to feel really overwhelming and like you’re micromanaging your stuff. So, like Marianne mentioned, that can really cause adoption struggles where people feel like work on is creating more work. And the goal for work is to create less work or better streamline your work. So if that’s a position that you currently find yourself in, I would definitely recommend revisiting your project templates and really assessing which of these steps is critical. And which of these steps do we need to be able to report on? Those are the two kind of big, indicators that I personally look for when I’m creating project templates. So that way we’re making sure we’re creating that critical path when it comes to project management. But we’re not micromanaging our staff to the point that they don’t even want to use the tool.

So thank you both. Real quick, before hopping onto the next question, just want to reference, a question that we received here from Amber. We will be having some, demos, like later on during the presentation. But for, for now, like there there’s not any slides to be referring to. But definitely keep keep the questions on coming. For question number two. We received one about milestones and the Gantt chart. We use work front for managing governance in addition to projects. Can we create different milestones for each use case? Samantha, is that something you’d be able to walk us through? Yeah, definitely. And this is actually one where we are going to have a demo. So if you feel go ahead and let me share my screen here.

Okay. Are you guys seeing, my work front and center here where it says good morning? Yep. Okay. Awesome. So, yeah. So this is a great question. And we often hear questions about different milestones. And so just to kind of level set of what a milestone path is within work. Right is it’s key tasks within a project that might be noteworthy or need special attention. So these could be things like ends of a phase, completion of important deliverables, a point of decision, anything like that where you want to make sure you are able to keep track of sort of those key points. But throughout the project, you can use milestones to track progress at a high level. You can use them to compare similar like projects and let’s just sort of walk through that in the steps of how you create these milestone paths within work, right? So the first place you’re going to want to go is up here to your main menu. And I know some folks have it over here. Now in this demo environment, has it been transitioned to that user experience yet? So mine is still in the old waffle menu. And you’re going to want to go to setup. And then you’re going to click on processes and then select Milestone Paths. So as you can see here this demo environment has several milestone paths already set up. I’ll just go ahead and open up, this female one here as an example.

You can see here, we like I said earlier, we want to make sure that we’re keeping these pretty general overall because this is not intended to replace individual tasks. It’s meant to give you larger milestones. You can create, custom names, you can add descriptions. You can even customize the colors. If you really like a rainbow view. And then, what you’re going to want to do is once you’ve got your, your milestone path created, then you’re going to want to attach it to either templates or individual project. And what that looks like at the template level.

Is if you, actually, I guess if you come up here to edit your template and select template settings, this is where you can attach that milestone path. So essentially what this means now is everything will project. It’s going to use this template is going to have those milestones associated with it as well.

And if we look at our project view, we can take a very high level overview of all of the different milestone paths based off of the different project and what’s been assigned them. So I know one of the questions was, can we use different milestones for different use cases that definitely something different can be bought. So if you select this little view eyeball, icon here and then like milestone this is actually going to group your project based off of the milestone path that has been applied to them. And like I mentioned earlier, it’s going to give you that sort of 30,000ft view bucketed by the milestones. So our marketing department milestones, our strategy and intake, PM budgeting, content review, asset fulfillment, our plan execute deliver milestones, our plan execute deliver social update or milestones in the post. Emails have their own milestones, so forth and so on. So this view is really helpful if you’re just trying to understand again that 30,000ft, where are we in that sort of stage gate process. And then at the project level.

You can also use the Gantt chart view here, which I know was another question that, somebody asked. And within the Gantt chart view, if you hit the settings button, you can turn on your in milestone diamonds in your milestone line to really track your progress against those milestones in a visual way. So I think, without further ado, I think that’s all I’ve got on this topic.

Perfect. Thank you. And go back to this slide.

And we’ll get going on the next question. The next question is more of a general question. What are some use cases for blueprints and or some uses for blueprints that we can be walk through and leave? Marianne, is that something you’d be able to help us with? Sure, absolutely. We’re one of my teammates. Pull up, work prep for us again and show how to get to blueprints. And then we’ll walk through that. Yeah, I love it. Okay. Anyway, we’re both happy to help. Yeah, we’re great drivers on this team. First, I love blueprints, okay? They were created as kind of a getting started tool set requested by our customers a while ago to help users get over kind of the initial challenge of how do I begin? Or I’m not sure where to start. So blueprints provide the jumping off point that you can continue to customize configure after installation for your own needs. So what Aaron is showing now is how to get to blueprints within your own environment. If you’re not seeing them in your list, you may not have them turned on and the layout template that you have. But as system admins, you should be able to see those from your main menu. Whether you’re retrieving that on the right side or the left side of your application. Basically there are three different types of blueprints, and it’s, it’s good to know the three different types dashboards, project templates, and organizational structures. Dashboards represent a compilation of reports that are intended for specific purpose. For example, there’s a clean up dashboard. So if you scroll down Aaron to system Admin maintenance this is going to provide reports are going to help you audit and assess the current state of your ÃÛ¶¹ÊÓƵ work. For instance, upon installation of this, it’s going to automatically format the reports. And pull in. Your data has as has been assigned. Forgive me, to the native fields within work front. Once these are installed, you can then customize them, add in custom field information, and sort of make them your own project templates. They provide examples that we typically receive from other customers that are going to assist in creating the most common list of project tasks and arrangements for a specific type of deliverable. If you’ll look at the type when you’re looking at blueprints, it’s going to show you which type that you happen to be working with within the project. Templates is going to function much the same way when you install it. You’re going to get the baseline that has been created, but then you have the ability to make modifications and adjustments, remove things, add things as are appropriate for you. So again, really just a great how do I get started? Now you can get take this and you can kind of run with it on your own. Each of these blueprint types, they can be downloaded and installed and then custom configured to align with the actual needs for you. For example, custom data that you’re collecting, you want to include that in potential cleanup. You want to see custom fields that aren’t using, any of that kind of information can be modified. However, the last item, the organizational structures type that’s recommended to create in a baseline organizational structure, most of the time these are used when folks are either getting started with ÃÛ¶¹ÊÓƵ Work front, or they’re bringing on a new team and they want help understanding the who in the how of this particular build. We don’t typically recommend that these automatically upload it to your production environment, where the first to putting them in production is not going to be a problem, but rather installed in a sandbox so that you can review and assess and then validate before you move them to production, which you could now do automatically. But you want to make sure that you’re not just throwing in additional job roles, groups, teams, etc., that you haven’t vetted out that could have some significant impact on your production environment. So you want to get that out of you utilizing the organizational constructs, the organizational structure, blueprints, these are also continuously evolving. So there are going to be teams that are going to be contributing to these as we get feedback and best practices from you guys, and that information is shared with the product team, then we continue to make new blueprints to accommodate the, the incoming needs. So look for those things, value assessment, getting started with project templates and then specifically the cleanup, system admin maintenance and work front usage feature function and and user specifically. I think those will be super helpful. In, in optimizing your work environment.

Bobby, back to you. Perfect. Thank you. Marianne. The next question we received is how do I track speed to market for new product development? I would like to track things like planned versus actual dates and planned versus actual timelines and durations.

Samantha, that’s something you’d be able to walk us through.

Samantha, I think you’re muted. I sure was muted. Sorry about that. I can say, I think the best place to start addressing this question is probably just to start at our projects. View here. So, like I said, I’m going to go to the main menu and then I’m just going to select, projects.

And I think the simplest way to personally put this back on the standard, where most people probably have their views here. So I think the simplest way to start looking at your plan versus your actual durations is to customize the view that you’re looking at when you’re looking at all of your projects. And as most of you probably know, you can search specific projects, you can create custom filters, and you can also create custom views. So the first place that I would start would be to start with this all day view.

And this is going to show you your planned start date, your projected start date, your actual start date plan completion, projected completion and actual completion. And again, this is just a starting point here. And then what I’ve actually done for this demo, as I’ve created already and all dates plus turnaround time and how you would do this is you would just create your custom, view. And I’ve just gone ahead and actually included this column here called The Actual Duration. So what this is going to do is anytime a project has been completed, like marked complete, this column is now going to get populated based off of the difference between your actual start date and your actual completion date. So I’m going to go ahead and just hit save View here.

And so this Summer flow project is a good example here, where it actually started on July 29th and it was actually completed on October 27th. So the actual duration was 65 days. And you can do the same thing with your planned durations as well. So I think that’s, probably the most simple way to do it. And then you can also do this at the individual project level.

So if you’re interested in understanding the actual duration of your task, I would recommend doing the exact same thing. And you can see here I’ve got that same view. And it’s going to give you the actual duration for the individual task based off of when they were completed. So you don’t always have to start from this all day to you. I just think it’s helpful because it literally tracks all the dates for you out of the box. You don’t have to customize it outside of adding in that actual or, plan duration column. But again, just trying to save as many clicks as we can is parcel within work, right? And I also just want to call out that you’re not limited to just doing this via a view. You can also create custom reports. And so I’ve got a couple of example reports here. And I’ll just go ahead and look at this turnaround time report.

And so if we look at the details here, this is going to reference those exact same fields that I was just referencing. On the view level. But this is in a custom report. So if you had somebody who maybe was outside of work front or didn’t have access to certain projects and you just wanted to share it externally, doing it via a custom report like this and sharing that externally is probably the quickest way to do it. And I think that’s all I’ve got on this one.

And the next question received what is the best practice for adding a new column in a project? The use case being that after the custom form is filled out, the new row of that forms details appear in the project.

And I think that one was for me too, of that. Right, Bobby? Yes, I believe so. Okay, great. So let me bring my story, guys. I should have just kept my screen on the whole time. Okay, so for this one, like I said, I’ve just gone back to my project tab here, and I’m going to go ahead and switch us back to the standard.

And so, there this this question was a little generic. So, apologies if I’m not hitting the nail exactly on the head. If this was your question, please feel free to to add clarifying, follow ups in the chat here. But, so let’s say you were looking at this and you wanted to pull in a field from a custom forum attached to, one of these projects. So let me just take a look at this, project here. Of course, I picked one that doesn’t have a custom form attached.

Yeah. So let’s say I wanted to pull in something from the work performance Indicators custom field. So maybe this runner and field under work mix. What you can do is just like we, talked about before, we can, customize the view.

So I’m going to just call this work mix. And then I’m going to add a column and I’m going to search for that field.

Let’s see here.

I don’t see it showing up. Well what about the field was called risk of change Samantha. Oh. Thank you. I think we’re working with this. I think it was the custom form name. Oh. Thank you. Okay, let’s try this again.

It’s always. Was this one. Runner change. And here we go. Perfect. Yeah. So runner change. So we’re going to go ahead and let me upload this. So that that makes sense. For. Whatever we’re we’re doing it live. Yes. Exactly. So now you can see any of these projects that has that custom form attached to it is going to whatever selected on that custom form is going to show up here. And so you can, you could even group this if you wanted to. You can group it by runs. You could group it by change. You can group it by empty. There are lots of different ways that you can, sort of group all this information together. But overall, the quickest way to get these custom columns added is to just customize that view, search for the right field first thing first, and then get that, that field added as a column, on the view that you’re looking for. So that’s it. That’s a pretty straightforward one, but it’s really powerful and it gives you the ability to sort of narrow down what you’re looking for really quickly.

Perfect. Thank you for that. Yeah. Let’s see gain on to a question. More on the integration side. We’d love to hear anything and everything about integrations for any Ms. sets, fusion planning and the new priorities tool. Aaron, would that be so you can walk us through? Yeah. Okay. Thanks, Bobby. So I want to focus in mainly on the priorities and the planning aspect. We can and we have had full webinars on fusion, so I’ll I’ll leave that one and add assets as well. There’s a lot to go into on those. But we’ll focus right now on priorities and planning. So the new priorities is a great way to get some user adoption of the different information within work. Right. As we know, the reporting work by is very, very powerful, but is not very useful if your users are not actually going in and marking the task as complete or logging their time on the different tasks. So priorities is a way to give your end users a one stop shop to filter out some of the noise that is normally within work front of setting up different projects and seeing just what’s important to them, and allow them to use this field called My Focus, which is a field specifically for this user, where they can prioritize their work as they see fit. As as you know, the priority can change from, you know, minute to minute from day to day. And this allows the user who’s working on the task to give some more focus on different tasks. So maybe on this pull data from campaigns, maybe my boss came to me and said, hey, this is really urgent. We need this by today. It’s important here and I can Mark, this is okay. I’m going to do this one first. I know these other ones are maybe do at an earlier date, or on the same date, but I can give my focus to this one here. In addition, I can also view information about the task. Get some details from what I need to do on this or potentially from the project as well.

I can also, take some quick actions here, like adding a new update. What type of reports? Maybe. Let’s see. Or I can upload different files from the same window here. So I could upload a new file or browse my files. Maybe I’ve got this new campaign that I want to upload. I can go through and do it all without leaving this priority view. Then maybe when I’m done, I can log some time and say, okay, I spent an hour on this or whatever it may be, and then I can mark it as complete. So all without having to go into different views, different tasks list to try and find different things. I can really focus on what’s most important to me. I also get the ability to see the calendar view of my different tasks that I have coming up and see these similar views, and take these same actions of log in time uploading documents, and I can even go see a more detailed view of that task. This is a lot more visually appealing for your end users, who may not be super familiar with the structure of work front, and gives them a space to really focus on their work. The last piece I’ll call out here that I find really helpful is this quick Links. So I’m able to add, let’s say I’m, you know, always referencing some type of link. Maybe this is an asset link that I’m working on, or a page link for the design brief or whatever that may be. I can add these quick links and quickly go to the links from this task.

So that’s the new priorities page. I’ll switch now over to planning, which is the other really exciting new feature that we’ve got coming.

And this one really allows you to create your own record types and gives you a good timeline view is the biggest use case that I’ve seen customers use for planning is to be able to let you structure the data that you have connected to existing programs within your system or projects, and other fields that you may need, other fields from the planning objects as well. So you can basically stack your different objects and connect them together and really model your data in the way that makes sense for your company. And then give yourself a timeline view or a calendar view of what’s going on with these different campaigns.

So that’s all that I have to show on the new priorities and new planning. Let’s I’ll kick it back to you, Bobby. Perfect. Thank you. Erin, thank you for walking us through that. Though. See, next question we have is on resource management. What are the best tips for a work load balancer? Marianne, is that something you can talk through? Yeah, absolutely. And, Erin, can I tap you to just do a little bit of screen sharing? Yeah. No problem. Awesome. Thank you. So the first one is, back to blueprints. So we have a really helpful blueprint called resource management Planning. It’s a checklist, that helps you get started. Sort of directs you to the various places that you’ll need to be thinking about for getting started with resource management. This is going to include the work load balancer and, the resource planner. And you can use one or the other, for the particular items, but kind of the top three tips or you want to keep your resource assignments and your availability updated. So you want to make sure that team members schedules their time off and their work hours settings are accurate in their profiles. So we just pull up a user profile really quick. Aaron. Yeah, I’m probably pull up my profile here.

You can see that that’s where you’re going to make sure that you’re applying the schedules. Users are recording their time off and their appropriate work hours. Settings are set in their profiles. This is going to help the work load balancer provide more realistic insights and to capacity and help to prevent over and under utilization. Okay. And want to make sure that we’re also regularly updating our project timelines and task durations. So we’re ensuring accurate workload calculations as things are moving out from one day to the next, one week to the next. As Erin mentioned earlier, sometimes things change from one minute to the next. We want to make sure that we’re keeping the workload updated, and people are having a clear understanding of the items need to be working on.

Another great tip about it is to make sure within work load balancer you are leveraging filters and grouping. So if you just want to give a quick view into work load balancer, you’re going to use filters to focus on specific teams, projects or users to streamline the resource management focus. You can then group those tasks by project, team or user to identify patterns and bottlenecks. And then additional option for grouping by users. It allows you to compare workloads and kind of adjust assignments accordingly. You can also bulk assign within work load balancer. And that can help things to be move a lot quicker when you’re trying to make assignments for projects that have a lot of tasks. And then reassign work strategically. So utilizing the drag and drop functionality within the work load balancer, it’s going to allow you to reassign tasks but necessary. And ensuring that the work is more evenly distributed. You can monitor over allocated and under allocated to make sure that you’re adjusting your tasks proactively. And then you want to make sure that you’re, prioritizing reassigning based on user skills, task deadlines, and the availability to maintain productivity without compromising quality. So you want to make sure that you’re looking at job roles and things are assigned appropriately, that you are working within specific teams. If they’re going to have limits on availability or they’re going to be shared resources across multiple departments or multiple initiatives, being aware of all of those things. So in summary, we want to make sure that every task on the project has an assigned a task duration and planned hours pass completion. You want to make sure that you’ve associated the appropriate schedules and job roles to your user profiles, and you want to use the work load balancer to make sure the person to whom you’re assigning the task is available and has the bandwidth to complete it. This is one of the many reasons why it’s important to promote your end users, updating their work timely and consistently. When we have situations where customers, their end users are going in every Friday and clicking dun dun dun dun dun or 100%, hundred percent, hundred percent, it’s showing that that work is all done on Friday and it took one second to complete. So we want to make sure that they’re putting in a minimum, start dates and end dates. And so we’re getting a clear representation of how long the work is taking and when they’re actually starting and stopping the work to be completed.

Bobbie, back to you. Thanks, Erin. Yeah. And, Erin, I’m actually going to bring it back to you as well. This question is around proof, using proof process more effectively. And is there a way to download a marked up PDF of a proof? Yeah. That’s great. Bobby, let me share my screen one more time and we’ll go into that. So I’ve created this demo projects pause here and I’ll add a new proof to this. So we’ll just this Facebook video ad campaign and one tip here I would say is always use an automated workflow. I have this demo template that I’ve put together. I’ll make myself a review on approver as well, so that we can see how this would function.

So I’ll let this generate here and we will be able to see, some details. I apologize, I did not generate this before.

So now this one is generated I’m going to go ahead and open this proof.

And on here we’ll make some comments so that we can see how to export the proof and get the details that we’re looking for. So maybe we want to change the copy.

And the copy, this one we’ll go ahead and post that here. So I’ll make my decision as proof of changes. Once we change that copy. And then from the proof viewer you can easily print these out on this side tab here. And this will actually give you a printable page. So you can get a PDF or an Excel file of the different stages, the decisions that have been made and the different comments and where they align on the proof themselves. So this can be a very useful tool for you as you’re going through and outline your different proofs that you have going.

So that’s what I’ve got on that one. Let’s go back to you, Bobby.

Perfect. Thank you. And, then we’re going to switch back on over to the side, so that I can see your beautiful faces. Can, we’ve gone through, some questions that have gone through some demos. So, I believe we have a few. That may not be necessary, but let me know if that, changes. This one’s more on system settings maintenance. First question is, I’m a new admin, and I’m seeing lots of old and duplicate fields and forms. What are some handy cleanup tips and best steps to go through for a new admin coming in? And I believe that’s directed at Marianne. Yeah, I’ll take this one. Thanks, Bobby. As we discussed earlier, blueprints. Blueprints are going to be really helpful in this effort. For my team, I dropped a hyperlink that one of you guys click on and share that for me. So specifically the system admin maintenance and the work front usage is going to be, specific to cleanup. But you might also want to consider installing the inherited instance blueprints.

And what they’re pulling up is, a hyperlink to the page on experience League. This is going to be, providing a full assessment of your environment. It’s going to provide hyperlinks and, sharing of application knowledge. It’s going to be super, super helpful for new and transitioning admins. And so this is going to actually walk you through almost like putting in an implementation of work. Right. So it’s going to get started with how are you building teams. How are you thinking about your timelines and get all the way through setting up dashboards, creating reports, where to go to learn text mode, all the different things that are going to be here. By implementing this inherited instance blueprint, you can then convert it into a project. Excuse me, make assignments, put timelines in place, share the work and the responsibilities with your various team members within this article that we’re showing this on Experience League. The link is on your white paper. So you can reference that. So you’ll have this after.

But what that’s also going to do is give you an Excel version of this document. So if putting this into work right off the bat seems a little overwhelming. And you want to do a little bit more, traditional comfort level, you can start with the Excel spreadsheet. It has everything broken down, by work type and sort of build that out. And then you can go and back and model it against the project template that’s within work front, and you’ll have all of the hyperlinks to the various trainings, the learning documentation, all of the things that are related to that particular item. This is one of the ways that I always recommend that my new admins go through this process and become, very aware of where they are most comfortable or what they feel most comfortable in, within the tool and the places that they definitely want to highlight. They want to do some additional learning, and it’s progressive. So you can also realize that, you know, as you’re getting started with inheriting this instance and functioning as a new admin, you may want to phase it out so that I’m getting started with the things that are most important to my team now and then I want to move my schedule to show that maybe next quarter, I want to now focus on these things, or I want to do this as sort of an annual review to make sure that we’re keeping, all of our information clean, keeping it relevant, data archived and out of the way. And then the things that we need to be working on our reporting and our dashboards and things are super relevant and accurate to the timeline that we’re working with then. So sort of a again, a quick shortcut, to be able to get started with, with what’s going to feel like a massive undertaking of taking over your whole in your own inherited instance, but broken down into a very digestible and easily intuitive way of working.

Perfect. Thank you. And I think the next question kind of ties into it a little bit as well. Just in terms of the systems and the maintenance, I would love to hear how these professionals push, encourage, and require their teams to keep all efforts and work from from requests, issues, tasking documents, etc. we have some, that are lacking user acceptance and project management. So that is my biggest hurdle at the moment. Is that something you can speak on as well? Maria. Yeah, absolutely. First thing I’ll tell you is create the mantra. If it’s not a work front, it doesn’t exist. We’ve threatened to create t shirts for that for many, many years, and somehow we haven’t. But I still think it’s a grand idea. Once the mantra is in place, you want to make sure that you’re putting it into practice with all of your workflows and all of the work management items across the organization. So you want to make sure that you’re tackling and capturing all of the work that’s happening, even if you’re functioning as a system admin. Creating a system admin request queue, is a great way to get started getting folks accustomed to the application. And there’s a hyperlink for this, in the micro as well. But making sure that folks have a very simple way for them to get assistance from the admins on the team. You also want to be showing, the way that you can be utilizing work. I apologize that I don’t have this handy. I think that there actually is a system admin request queue. If one of you want to take a look, from the requests, but, it’s just my connectivity is having a challenge today, so I apologize for that. But you want to make sure that, again, thank you that you’re showing and highlighting. Here’s the way that you can be capturing what’s incoming. Who’s working on what. What is the timeline that we have able to make comparisons of demand. And you’re showing it in a way that’s relating to your work specifically, and then allowing them to be able to apply those same principles to the way that they’re going to be working. So making sure that you’re building out all of the different workflows, all the different work types for all the different teams and accommodating that information within work front, so that the mantra of this that I’m working on, it doesn’t exist. This is going to facilitate your entire work management portfolio across the organization.

Thanks for the share. Yeah. And there I think there is. So this is from a blueprint that I was trying to find.

Let me open up the blueprint again. I was trying to find it. Now I don’t even see blueprints on here because I’m in a different environment. Let me try this one. I’ve got too many demo environments. Demo tabs. It’s the pressure of live, Samantha. That’s the pressure. Well, okay, we can pull it up. I’ve got multiple that I can try.

So here we go. This one has blueprints turned on. So, I think it’s literally just called the system Admin blueprint system admin maintenance.

And they’re alphabetical search. Don’t we get there faster? Yes. System administrator maintenance dashboard. Yeah. So, if you’re new to blueprints, you can click this preview button here. It’s going to be anybody that you can zoom in. And this just gives you a preview of everything that’s going to get downloaded in there. And what Marian just talked through, we downloaded this blueprint into that demo environment. So it gives you, just again, a quick glance into what’s going to be downloaded into your instance. If you are trigger shy about downloading stuff from the blueprints into your, production environment, you can always download it into your sandbox and play with it there as well.

Yeah, absolutely. But then you know about dashboard. So if you download the blueprints into your production environment, it’s just creating reports. So it’s not going to, really mess with anything if you will. It’s just going to be able to give you insight. And then you can limit access, to who can view and see those reports in case you don’t want to share that information with everyone. And it also over here shows you a list of all the different, objects essentially that will be downloaded. So these are the filters that are going to be downloaded as part of this blueprint. These are the grouping. These are the reports. These are the views. So not only will you get the reports in the dashboards that you’ll get all of these individual pieces as well that can be reused in other areas outside of this dashboard.

And if you guys want to send us designs from Firefly, it’s not a work on this. We will accept those right now.

So perfect. Let’s see. We got one more question on as well. How do you make communication and work front as effortless and preferred as slack? Cool. I’m going to tap my team to, to just do a little bit of screen sharing. Thank you for that, Bobby. First understand that these are two different tools, okay? They have two different areas of focus. However, it can be super simple to communicate and share updates within work front as the primary hub for your work management and related communications. So you want to leverage work points built in collaboration tools. So see updates for discussion. Encourage your team members to use this section at the granular level to ensure the conversation is always tight and relevant to the workspace. So for example, if you are communicating about a task, open the task and update at the task level that’s going to direct everyone specifically to that space, you want to make sure you’re using the mentions or the notify. And you’re or tagging, the person so that they’re getting a notification, based on the settings that they have set up within their user profiles, they will either get it in email or in work front or in both, but you want to make sure that you’re notifying the correct people. Keeping all your communications concise and directly adjusting your system notification settings, and set up to ensure that you’re having timely alerts and your methods without overwhelming users with unnecessary communications. If you have specific teams, that are working on things together and you want to be able to notify people in one click, then you can add in, send to a team and it will send to that team of people. And then you only have to put one click within the updates, and it’s going to communicate to several people at once.

You want to make sure that you’re centralizing your work conversations, attach files and contacts. Erin showed that in how to do that in priorities. But you want to make sure you’re storing and discussing the documents directly in work front to eliminate the use of multiple tools. Make sure that you’re pinning key information and resources so that users can access their specific workspaces in a single click. Create. Again, like we were talking about earlier dedicated teams and workspaces within the application for topic specific communication. So the thing about Pins is really great is you can pin an item to the top and have it available to you when you are need it, or when you’re working on it and when you’re not, you can remove those pins. Okay, unless they’ve been added in by the admin and they’re going to be permanent.

Take it one step further. You may also want to visit with integrations so you can integrate ÃÛ¶¹ÊÓƵ Work Front with your other communication platforms like Microsoft Teams or Slack. You can integrate by the API, and there’s an automated integration app so that you can download to sync both teens and slack to your work, for instance, allowing you to get notifications in both spaces as well as receive communications and updates. Now, I will caution you around this as well as challenge you because it’s it’s exciting to be able to get all of these, these notifications and be able to work in the spaces that you’re most comfortable. But you also have to recognize that you have to be aware. So one of the situations that we had with the past customer was they were very informal in their slack communications. And then those communications became automatically imported into work front. And we’re now documented in their project workspaces. And some of the information they were sharing in slack, they didn’t really want to be sharing and work front. So you’ve got to be aware, when you’re thinking about those integrations, how those things are going to function, and then finally, my most recommended item is training. Okay. Constant consistent training provide tips and tricks to your end users. Highlight the ease of use and the collaboration features available within work front. Help them transition away from their other chat based tools. The the behaviors that they have been using previously and get them into the mindset. If it’s on and work when it doesn’t exist, make sure you’re utilizing dashboards, templates, filters, views, groupings, all of the things that are going to help it to feel more intuitive and user friendly. And finally, there’s a mobile app that you can use for on the go updates and communications. So lots of ways for folks to be able to have a very customized, intuitive, user friendly experience for managing their workspace. But it may take a little bit of effort to get that set up and get that identified, how it’s going to work best for your end users.

Thanks for the share. Again. The only thing I want to add is this Creative Cloud app. So this is another one of those. We have lots of basic plugins right. So it’s not going to be as robust as if you were connecting work via fusion to a whole bunch of different stuff. But I think it’s important if you’re facing adoption challenges or folks don’t want to use work front as a method of communication, it’s important to consider meeting them where they’re at, which I know Marianne mentioned earlier. So, if you have a creative team that is working in the Creative Cloud, we do have a plugin for that that allows them to log time, kickoff review and approval processes, upload files, view projects and tasks, and basically do all of these work front type activities in the Creative Cloud where they’re already comfortable. And all of that activity is still going to be tracked in work front, and it’s going to be fed into the system. But it allows these folks to stay in a tool that they already like and that they’re already comfortable in, and that they’re already using. So don’t sleep on some of these out-of-the-box plugins just because they’re not as robust as like a custom integration. There’s still a lot of really great value that can come from them with a really low investment of just downloading the plugin. With the caveat of obviously, you want to make sure that your IT team is okay with you downloading these things. Most I.T teams are I haven’t come across anybody who, isn’t allowed to download them. But again, just from a risk mitigation perspective, I’ll, I’ll throw that in there. But definitely, if you haven’t, explored the different plugins that are just available out of the box, make sure that you take, you know, 10 to 15 minutes to see if there are any low hanging opportunities for you so that.

Perfect. Thank you for that. As we get kind of close to time here, I believe we have time for one more question. Which will, I guess, pick this last one. When will we be able to limit what request? Cuz our end user see.

So I’m. I’m happy to take that one. So let me go ahead and show all of my tags again here.

Okay. And let me.

Kind of request you in this demo environment.

Okay. So this is an example of a request queue and work front. As most of you probably know, a request queue is a type of project in work front. So if you’re trying to limit what, request queues, show up when somebody is submitting a request and work. Right. The simplest way to do that is just via the share button. You want to make sure that you’re only sharing it with the people who should have access to it. So if you, have any sort of inherited permissions that are sharing your request use with your entire organization, that would be the first place that I would start. You can see here you can add people, team roles, group or company. So, I would just go with the level of access that makes the most sense for how your instance is organized. And so if you have a request you like this one for a system admin request, that’s probably a request to you that you want everybody in your system to be able to submit requests to because they may need help. Now, if you have a request queue, maybe for a creative team, and you only want certain folks to be able to submit requests and to that request queue, that’s where you want to limit who has access to it via the share button. And essentially what that will do is when, the person comes in to request and they select new requests and they start searching here, they’re only going to see the request queues that have actually been shared with them. So, if you find that all of your request queues are visible across the board, I would very first step would be to look at those, at the sharing and in particular the inherited, visibility.

And then you want to show them the queue details as well. That’s another shortcut for that is if I can find the queue.

These are my requests. I guess I’ll just go right here. We’ll go to my favorite okay. And so yeah if you also want to look at your queue details. So again not every project is going to have queue details because not every project is a request queue. But you can also check this button right here and understand, a certain level of access that’s been given so you can see who can add requests to the queue. Anyone you could say people with you access this project, people in this project company and people in this project group. You can also have these, shareable links as well. So if you wanted to have a request queue that maybe you linked on a SharePoint site, having this direct access URL is the link that you would want. First, you want to make sure you’ve created the right access to it, and then you can post this link so folks don’t necessarily have to go searching through that, request button that I just walked through. They could click this link directly.

And I think with one minute left, I’ll turn it back to you. Probably. Thank you very much. And, I mean, that was perfect timing, right? So, we want to quickly wrap things up for today. On this screen, we have a bunch of resources for you in the web link section. Feel free to read me through them, grab them and, for the ones that interests you on your way out and as well as fill out our survey questions below, we also have, one more opportunity to let us know if you’d like more info on work front. Fusion and work front planning and anything else that we kind of talked about earlier in the conversation. If you had a question that we weren’t able to address to you today, please reach out to your solution account manager. And if you’re not sure who that is, you can reach out to me directly and I will put you in touch with the correct person. And lastly, as a reminder, you’ll receive the recording of today’s event in an email from us tomorrow. So that is all for us. Thank you again for attending and have a great day, and we look forward to seeing you all at one of our upcoming events. Thank you very much.