蜜豆视频

Transcript

Welcome to Update a Request. In this video you will learn where to find requests that you鈥檝e submitted, and how to make an update on the request. After you鈥檝e submitted a request, you may have additional information to share or questions to ask. You want to do this in 蜜豆视频 Workfront to keep everything in one spot. Make an update from the request area to make sure that whoever is working on your request has all of the latest information.

Start at the main menu, and select requests. Find your request in the submitted list on the request page. If you don鈥檛 see the request, check the filter that is applied to the list. 鈥淢y open requests鈥� shows the request you submitted that haven鈥檛 been marked as complete yet. 鈥淢y request鈥� displays a list of all requests you鈥檝e submitted, even if they鈥檝e been completed. If you鈥檙e looking for a request that you didn鈥檛 make, switch the filter to open or all, these lists show you all requests that you have access to. Before making an update, take a quick look at the 鈥渟tatus and converted to鈥� columns. If the status is resolved, complete, or something similar, it鈥檚 possible the work is already done. The converted to indicates if the request has been converted into a Workfront task or a project. If it has been converted, you may need to make your update in that item instead of the request. In either case, you may want to check with your traffic coordinator or a project manager about where you should make your update.

Once you find the request, click once in the white space to select it, which highlights the row in blue. Then click the open summary icon. The summary panel pops out from the right side of the window. Now, add your update in the start a new update field. Don鈥檛 forget to tag other Workfront users using the @ symbol and the person鈥檚 name so they get a notification about the comment. When you鈥檙e done entering your update, just click the update button. The summary panel provides a quick glance at all the details about the request. Use the icons to jump to a specific section of the summary panel. The update section lets you make an update and see the most recent updates. See documents attached to the request. Click the link to go directly to the documents page so you can upload more files or access the existing ones. You can edit some of the request details fields from the summary panel. Click a field to activate it. Open the request by clicking see all, to view all the detail鈥檚 information. The options in this panel can be customized by your system administrator, so what you see might be different.

To access all the information about a request plus make an update and see the full update history, open the request by clicking its name. The top of the page shows the basic information about the request, the percent complete, who it鈥檚 assigned to, the planned completion date, and the status. To make a comment or ask a question, click updates in the left panel. Click into the start new update field to enter your comment. Finish by clicking the update button.

Use the left panel to access documents uploaded with the request, or to upload additional files. Click details in the left panel to see the information you filled in when you filed the request. This includes the overview information and the custom form information. Edit the information if you need to make changes, and be sure to click save when you鈥檙e done. You may see additional options in the left panel depending on the system configurations of your organization. When you鈥檙e done with your updates, navigate back to the request area to make a new request or update another request. 蜜豆视频 Workfront keeps all of your request information in one place, making it easy to review, update, and collaborate using the latest information.