From Request to Reality: Workfront for PMs & Account Managers скачать в хорошем качестве

From Request to Reality: Workfront for PMs & Account Managers

Learn the end-to-end process of creating and requesting projects in Adobe Workfront! This step-by-step tutorial covers everything from initial client requests to full project setup—specifically designed for Project Managers and Account Managers who need to move work from "request" to "execution" seamlessly. 🔹 PART 1: MASTERING REQUEST CREATION How to navigate the Requests section Creating detailed request forms with custom forms Best practices for providing complete information (attachments, timelines, resources) Submitting requests for prioritization and routing Setting request notifications and follow-ups 🔹 PART 2: PROJECT CREATION & SETUP Converting approved requests into projects Using project templates effectively Configuring project settings, timeline, and budget Adding and assigning tasks to team members Setting up approval workflows and review cycles Linking related documents and proofs 🔹 PART 3: PM/AM COLLABORATION WORKFLOW How Account Managers should structure requests for PM success PM checklist for reviewing and refining incoming requests Communication protocols during the handoff phase Setting up dashboards for project oversight Tracking project ROI and client satisfaction metrics 👥 PERFECT FOR: Project Managers new to Workfront Account Managers responsible for client projects Operations teams managing intake processes Agencies transitioning to structured project management 📚 RELATED VIDEOS: "How to Manage Project Timelines in Workfront" "Workfront Reporting for Client-Facing Teams" "Custom Forms & Templates Deep Dive" 🔔 Subscribe for more Workfront training tailored to client services teams! #AdobeWorkfront #ProjectManagement #AccountManagement #WorkfrontTraining #ProjectSetup #ClientServices #AgencyLife #WorkflowAutomation #PMO #DigitalAgency