51黑料不打烊

Transcript

Hey, everyone. Good morning, good afternoon, good evening. We will get started here in just a minute as soon as everyone joins in from the lobby. So just bear with us for about 30 seconds and then we will get started.

All right, if you guys are just joining, welcome. We鈥檒l just get started here. We have a lot to cover and I know there鈥檚 a handful of folks on today鈥檚 call. So if this is your very first workshop, welcome. Today we鈥檙e going to be talking about the 51黑料不打烊 Workfront third quarter release webinar. We have a product here to help facilitate this discussion. And so unlike a traditional webinar where, you know, typically you guys have the option to come on camera, come off mute, just because this one has so many folks on the call, we did limit everyone鈥檚 camera and microphone. So I鈥檓 going to ask you guys if you do have questions, especially for the product team in regards to specific features that we鈥檙e going to be covering, please post those in the Q&A pod. Everyone should have access to one of those, the Q&A icon in your MS Teams banner. You鈥檒l also have the option for the chat. That鈥檚 where you can ask questions, share your recommendations, but mostly kind of connect with your peers. So think about the chat pod for your peers, or maybe if you鈥檙e looking for some documentation, the Q&A pod will use that to facilitate our open Q&A with the product team at the end of the session. And so I am going to record today鈥檚 call so that you guys will get a copy of everything. So keep an eye out for a follow-up email this afternoon. You鈥檒l get a link to the slide deck. You鈥檒l get a link to the recording. You鈥檒l get any resources that may have been shared throughout today鈥檚 presentation. So you don鈥檛 need to worry about taking screenshots at any point. You鈥檒l just get this email a copy. So just reiterating here, this session is being recorded. So if you are joining, just you鈥檙e going to get that email from the CSX scale team a couple hours. And then just from an agenda standpoint, we鈥檒l go through some quick introductions and then really just spend most of our time today focusing on the third quarter release enhancements, what鈥檚 new, what鈥檚 changing, what鈥檚 potentially being deprecated. And then we鈥檒l kind of share a little bit more about the Workfront roadmap and what鈥檚 kind of coming over the next few months from our product marketing manager. We will leave time at the end for some Q&A. So if you do have questions, like I said, please post those in the Q&A pod. We鈥檒l get to those afterwards. And then we鈥檒l just wrap up at the top of the hour. So I think that鈥檚 all I have for you guys today in terms of an agenda. But just so you know, from the release note standpoint, the third quarter release is happening next week. So just know that you鈥檙e going to see some changes in your Workfront instance, especially if you鈥檙e on the early release versus the fast release. I encourage everyone here to read through in entirety the release notes on Experience League. I know we are going to cover about a handful of the areas on today鈥檚 call, but there are some that are not being discussed. And so just simply due to time constraints. And so please make sure to read through all of the release notes so you know what鈥檚 happening. And then just some resources for you as again, the release is happening next week. You have the customer support team. They鈥檙e going to be doing some sort of troubleshooting efforts. If you identify any bugs that come out with them, please make sure to submit a case through Experience League or through the admin console. There鈥檚 also the Known Issues page in the status side. That鈥檚 where you can actually see sort of what鈥檚 trending, if there鈥檚 any outages. So make sure to bookmark those pages. If you do want to go on the monthly release, what they call a fast release cycle, you do have that option available in your setup area. And then there鈥檚 also just a short video that was published by one of our community advisors around how to become Workfront Release Ready. So we will be sharing a link to the slide deck, so you鈥檒l have access to all of these links in that email we send to you guys. And so I鈥檓 not going to ask our speakers to come off mute and introduce themselves, but just know that we have a handful of folks here from the product team to share their expertise around some of these new features that are coming from the Workfront standpoint. So I鈥檓 just going to jump right into different sections of the release notes and just ask the product managers to just come off mute and let us know sort of what鈥檚 happening, you know, the why, you know, what鈥檚 changing, just that you guys are informed and enabled on what鈥檚 coming next week in the release. So the first section here is the document management enhancements. Jason is typically the product manager over the document area space, but he is unable to join us today, so he actually recorded a video for you guys around one specific feature around the new document approval decision buttons that are now available in the proofing viewer. So I鈥檓 going to go ahead and just play that video for you guys, and then we will jump into some of the next sections. And if you guys do have questions, I know Jason鈥檚 not here, but there are some other folks from the product team that could potentially answer these questions. And so let me just share this video here. Hi, everyone. I鈥檓 super excited to talk about the improvements we鈥檝e made in the document space for new document approvals, and we鈥檒l jump right into it. So here we have the new document approvals buttons within the proof viewer. What this is going to do is going to allow customers to leverage the new approval service with the proofing viewer and all the capabilities there. So looking at a demo here, I would drag an asset within the project. Once that asset has been uploaded, I can create a proof. It鈥檚 important to do a simple proof here. What that鈥檚 going to do is going to go through the generation of the proof process, and then on this, I can initiate approval by going to the document summary here and then going to add under the approvals area. I鈥檓 just going to turn off templates here for the example. I鈥檓 going to add the admin user as an example and then submit the request.

And what you鈥檒l see, you can see those buttons on the top right there. I can open the proof and there you see those buttons as well. And now I can leverage all the greatness that comes with the proofing viewer. So I can add comments here, some markups. In this case, I鈥檓 going to suggest that we remove this car from the image, post that, and then I can also make a decision. In this case, I鈥檓 just going to say approve with changes. And I鈥檓 good with this, but go ahead and remove that car. So that is how you can leverage the approval process and the amazing capabilities of the proofing viewer.

All right. Let me just go back to sharing my screen here. Like I said, if you guys do have questions, we do have some folks from the product team, so please post those in the Q&A and we鈥檒l ask the folks from product to address those either throughout the session or at the end. Jason will also be hosting a proofing document management work front session at the end of July. That鈥檚 going to be talking about some of these features in more depth along with what鈥檚 coming on the sort of the work front proofing, Frame.io integration roadmap. And so if you are interested, that is happening. Like I said, end of July, that event is posted to the Experience League events page. So if you are interested in learning more, I recommend you attend that session. All right. This next feature here on proofing and Gen Studio for performance marketing, I am going to pass it over to Tim.

Great. Thanks, Nicole. It鈥檚 exciting to be here with everyone. So what I wanted to introduce today is just one of our new native integrations we鈥檝e been building out. So as you know, work front obviously orchestrating the work across your kind of content supply chain. It鈥檚 critical that it鈥檚 able to operate with other creative production environments and solutions. Now one of the solutions which you may or may not be aware of is what we call Gen Studio for performance marketing. And without going into too much detail, essentially the way I like to look at it is it鈥檚 your one stop shop for producing paid media campaigns using the power of Gen AI. So it鈥檚 a completely separate solution and module which you can explore and encourage you to talk to your account manager if you鈥檙e not familiar with it. But it helps you to easily streamline the creation of paid media ads, email campaigns and so forth by honoring your brand and using the power of Gen AI. Now as part of producing content, a key aspect is review and approval as we just saw with the previous example from Jason. So with this integration, what we鈥檝e done is we鈥檝e built it out so that you can actually leverage the power of work front proof directly inside of Gen Studio for performance marketing. And you can do things such as use your existing proof templates that you鈥檝e created directly inside of the solution. So it helps you keep your kind of regulatory compliance aspects directly inside of the Gen Studio solution. The other key components that allows you to do is to connect to existing projects and the importance of that is we recognize in work front you managing various channel campaigns and the delivery and creation of those components directly from work fronts. And by being able to connect an existing performance marketing experience to your work front project, you鈥檙e able to track and manage everything still directly inside of work front while people go and produce their content inside of Gen Studio for performance marketing. And you will run the standard review and approval cycles using the power of the work front proofing viewer using interactive proofs on these generated content items. Now just something to bear in mind as you explore this, one of the key requirements as part of this is we want you to have the work front solution as well as your Gen Studio performance marketing inside of the same IMS org. We also require your work front solution to be within unified shell and both of these can be easily activated and enabled as part of that process. So for anyone exploring Gen Studio for performance marketing already kind of looking into that, know that there鈥檚 this native integration that鈥檚 going to allow you to use the power of work front proof directly inside of Gen Studio for performance marketing. Thanks Nicole. Thank you so much Antoine and like I said yeah feel free to just ask your questions. For the folks who don鈥檛 have access I can see a few folks don鈥檛 have access to the Q&A pod. Please just post those in the Q&A and just tag my colleague Leslie and she can help you migrate those and then product managers you guys can just you know go into the Q&A pod and answer those questions post addressing your new feature. So some new enhancements coming to the home area, so I鈥檓 gonna hand this off to Jonah.

Yeah Jonah I think we can, well we heard you for a second. Okay what about now? Yeah you鈥檙e good. All right thank you, thank you. So I was actually only going to go over the update on the field value for hours today. I鈥檓 not prepped for this one, apologies. What are you might be, are you in project enhancements then? Yeah I think I had you for this one, but maybe I鈥檒l just cover this one really quickly because it seems like a pretty mindless, didn鈥檛 really worry about any issues from a user standpoint other than the fact that your all approvals widget in your home workspace has been renamed to document approval metrics and so just know that this change is coming next week in the production instance. It鈥檚 not going to contain any information about proof approvals, this is specific to document approvals and so like I said all approvals has now been renamed to document approval metrics in your home workspace widget. And then within another feature coming out within the widgets in the home space is the My Approvals widget now automatically has a deadline and so sort of your oldest approvals would be listed first and so that is how this is now going to be sorted in the new or the My Approvals widget in the home workspace previously was sorted by entry date again now it鈥檚 going to be sorted by deadline so that in a descending order so that you guys can understand you know and make sure that there鈥檚 sort of a priority around what you should ask. I can add something to that one just real quick as well this is Jeremy on the product team. You will also notice that, thanks for covering that by the way, if you鈥檙e using the two different types of approvals like proof and new approvals, the new approvals it is not sorting so you might look at that and think like it鈥檚 a bug but the reality is we鈥檝e done half of the work the other half is coming which will ultimately sort all of those depending on what you鈥檙e using but for now this is really only applicable to proof approval so please keep that in mind.

Thanks for clarifying Jeremy.

An updated commenting experience, I believe this one is for you Anna.

Yes, I can cover this one. So we are going to update the experience of the mentions widgets to match with the experience that you currently see on the commenting stream, the one that we updated about a year ago and now the same experience will be in the My Widgets.

One change that we have done here just to give you a heads up is that this this blue dot that was showing the unreads will be going away with this update as in the future we would like to provide better experience where this unread is consistent across the application and not only in home. So for now it will be removed but you will see the updated experience with all its enhancements such as rich text and everything that you can see in the usual commenting.

Thanks Anna. All right some enhancements coming to the project space so Jonah this one is out for you. Yeah thanks Jeremy and Nicole too for clarifying that I鈥檓 stepping in so I guess I just missed that one but I can speak to this so no demo just want to quickly call out some more technical changes. So we鈥檝e changed the way that we handle logged hours so that we can support decimal values which means hopefully more accurate reporting and better results in API. So you can see down at the bottom of the slide the old and the new fields the old one legacy actual hours with the value of actual work required and in the new field that we introduced that will give you decimal values is called actual hours and the API there you can see is actual work required just you鈥檙e reminded to update your reports make sure you鈥檙e using the new fields or the new field especially for anything that鈥檚 been created since 2021, may of 2021. Next slide please. Now on top of that I kind of already mentioned this that we have changed the way that we鈥檙e showing the values so now the value is going to be stored in hours instead of minutes like it was before so like I said if you had hours logged on a task for 2.5 hours in the past you would have seen a value of 150 for 150 minutes and now you鈥檒l actually see that 2.5 hours in the API.

Disclaimer down at the bottom there the API changes are not available yet so you only see the changes in the UI like on reports and whatnot but you will not be able to pull that new field API yet and that is all I鈥檝e got. Thanks Jonah.

Um updating percent and using the percent complete slider um I think this was you Anna? It鈥檚 for me yes yeah I鈥檒l cover a couple of uh slides now uh so this update is very small and straightforward on the task and issue headers as you know we had this little scroll bar where you could drag it and update the percent complete on the items and previously the step was one percent and you can imagine with this bottom being very small it was not very user-friendly to be able to drop it at the precise number that you want now we updated the step to be larger it鈥檚 five percent so it鈥檚 easier to use and still you are able to just manually enter the number if you need a more specific one there that鈥檚 it for this one all right this one I guess no this one鈥檚 not me I was gonna say I think this one is Jeremy yeah yeah playing a little bit of ping pong it鈥檚 fun though with this one is related to AI if you鈥檙e using the AI assistant very simple we are now just including as you can see so top box on the right how you access the AI assistant assuming you have it turned on for your instance and you鈥檝e signed the writer right if you if you don鈥檛 see that in yours then you haven鈥檛 signed the writer we do recommend that you do there鈥檚 some cool things coming bottom right on the right side you鈥檒l see that we are now including the search information this is just about transparency I think a good use case for this is like if you鈥檙e using the assistant and you were to say something like find my tasks that are due this week then that little output would say here鈥檚 where I search to find your tasks that are due this week or what issues are in a current project so this is all about explainability and transparency that鈥檚 it thank you Jeremy yeah yeah now you鈥檙e also onto reporting I know Matt鈥檚 not here with us today so thanks for covering yeah you bet so I am filling in for Matt Mitchell if there鈥檚 any deeper questions I can be sure to get those to him and we鈥檒l get your responses but this is pretty I guess self-explanatory we鈥檝e enhanced how the email allow list works for scheduled report delivery this is all about safer report delivery so previously the allow list was only checked when someone manually added an ad hoc email address to the report which meant if you like changed the allow list later already scheduled reports could still be sent to the address that you would manually put in so we鈥檝e improved the process now we are going to check the allow list every time a scheduled report is about to be delivered pretty much what this means for you guys is that it means only approved recipients will receive the report even if the allow list has been updated after the report was scheduled so it gives administrators better control also reduces the need to manually audit report deliveries after changes so we鈥檝e also expanded this to check user profile emails not just ad hoc addresses this means that all report recipients whether they鈥檙e users or not are now validated against the allow list before delivery so closing some gaps making it more secure giving administrators a little more control we can go to the next slide yes and then we also found an issue that was creating some confusion or led to misleading results in some reports we the the reporting team identified and fixed an issue that affected filtered lists that were using wildcards like team role or company this occurred when a user didn鈥檛 have a home team a default role our company sent in their profile so in those cases instead of showing no results like you can see on the right the system would return all records where those fields were blank which was a little bit confusing so with this update if a user without those views a wildcard based filter they鈥檒l now see a clear empty state message indicating that there鈥檚 no data to display rather than an incorrect list so for those who are wondering was i affected this only affected a small number of customers but if your organization does use wildcards regularly we would recommend running a user audit report to ensure all users have a home team role and company defined in their profiles and that should cover that yes all right um Anna back to you for update and notification enhancements yep it鈥檚 the day for me to introduce small ui enhancements that we have done uh so this update is about the tagging experience when you are writing comments previously if you remember it was somewhat like a text field where you just click there and once you select one user that tag people uh wording which disappear and like you would just need to know that you need to click on the right to continue tagging people now we have made it as an explicit button where you can click on it and continue tagging people well let鈥檚 move on to the next one okay so we are continuing our effort of updating different work front pages to match its new look and feel as you might have noticed we still have quite a lot of pages that have old look and feel most of the common ones are already covered but you could still notice there are a lot of pages that need some work and we are continuing that effort so we are not very details each of the pages that we have updated because we don鈥檛 introduce functionality changes with those we just update the ui but there are quite a lot of them like set up um in set up area update feeds companies time sheets um as well as like things save us template a project save us template workflows search bar that you can see in the screenshot so you can see full list in the interface modernization page in experience league so as i mentioned we are not doing any functionality changes there in case you notice any issues please feel free to submit to our support team yes and just yeah just to reiterate please make sure to just read through um the list of all of the you know interface modernization changes like i said we鈥檙e not going to cover every single one of them um but just know that there is a list available to you of what could be different from a visual standpoint um we鈥檙e going to go through some updates to the work front planning module and then i will hand it off to our product marketing manager to talk about the roadmap so if you guys don鈥檛 have work front planning um this would be a great opportunity for you to just listen and learn and see what鈥檚 kind of happening on that side of the business um if you do have work front planning definitely kind of pay attention and no i know i鈥檓 sorry lila has done a few sessions in the past in partnership with product on work front planning but like i said we will be getting to the work front roadmap just after this section so lila i will hand it over to you thank you nicole and hey everyone so let鈥檚 start off from the first in enhancement which is the default enablement of work from planning in the main menu so previously all the users in the system had to have their layout templates updated to also include the planning so it was not available by default so now we are changing it and from now on all standard and like license users including the system administrators are going to have it available by default but for the other license types you will have to still manage it from the template so this way we are going to have more exposure of the capability and you should be able to take advantage of of all of the fun stuff that planning is like introducing okay uh the the the other enhancement is about record type permission controls so um you know so far the access to planning data has been controlled using the work workspace sharing capability and everyone in the workspace would inherit the same access to all of the record types however based on their roles we know that people usually just need to update one or two record types and then just use the rest of the record types to take their work right so with this capability we are going to make it easier for you to control the access to specific record types so this means that now you can make a record type view only for all of the workspace contributors and then if you need specific people to still contribute to it you can add them back to the record type sharing box and they will retain their access to it right so this way it is much easier to govern the data accuracy and make sure that only authorized people can make changes to the records that you have there next up yeah let鈥檚 talk about exporting capability so this has been one of the requested items that we鈥檝e been hearing a lot from customers so now if you go to a table view you will see the option to export the list to excel or csv formats so it is available from the three-dot menu next to each like view name and also within each record type we have introduced the share button for like controlling the record type and the view sharing and in this like share button drop down as well we have added the export option for easier access so yeah you can take advantage of it so when you export a view it is going to export all of the fields that you currently have available and also it will respect all of the sorting grouping and filtering rules that you have available so yeah and yeah another note that thumbnails and the row colors are not going to be reflected at this point now let鈥檚 talk about importing so you know we had introduced the ability to import records into an existing record type but the connection fields were not supported at that point so now you you are also like able to map any of the connection fields that you have to the columns from your csv files and this way you can basically also import connected records and pop them to existing records in the connected record type and yeah you can do this for both new and existing record types and this is only supported for planning connections so let鈥檚 say if you have work front connections those are not supported yet let鈥檚 move on next up so if you remember we have added the ability to create connection pages within a record page so let鈥檚 say you open one of your campaigns and there you have the ability to create a new page and specifically display all of the records connected to it from one of its connected record types so let鈥檚 say a campaign has a connection to programs and then you have 10 programs connected to your specific campaign you can just have a list of all these 10 programs listed under the campaign and this way it is making it much easier for you to review and manage the connected information so this is very similar to let鈥檚 say if you go to a portfolio page you can see a list of programs as a separate tab and also a list of projects so similarly you can create your custom ones here so um so far this list was read only so it was not possible to make any changes you could only view them and from now on you can also update the connected records directly from this connection page as well um yeah this is related to the planning request so if you remember in the requests area in work front workflow we have introduced the planning section and here is where you can review all of the requests that have been submitted to planning record types and with this release we have added the ability to filter these requests by several like fields such as workspace record type and form names, titles or the submitter name also you can control which fields you want to still display on your view and also we have added support for entered by column as well okay now if you go to a table view you can notice that on the toolbar next to the filters groups like grouping and field controls we have added a new option for row colors and this allows you to assign conditional formatting to the records within the table so you can select multiple colors and decide what conditions are going to be used so let鈥檚 say if the status is active I want it to be displayed as blue if it is like on hold it should be red etc so this is similar to the in work front and you can decide whether you want to apply the row coloring to the whole row or you just want to see it as a kind of quick label in front of each record in the list so far we didn鈥檛 have the ability to expand or collapse the grouping so let鈥檚 say if you have a grouping on your table view you had to manually open or close each of them so now you can right click on grouping header and there you will see the option to expand or collapse all of the groupings and also if you open the grouping option on the toolbar there as well there is the option to expand or collapse everything so it鈥檚 an easier way for you to kind of manage your information okay so if you have had a chance to work with the timeline view you could notice that whenever you were viewing the compact viewing the timeline in compact mode the breakdown capability was disabled and the compact mode was the default one and basically people were thinking that it鈥檚 not working and there is some other like reason why it鈥檚 not available for them the problem was that the breakdown view is only available in standard mode and and now what we are going to do is by default first of all the timeline view will be created with standard mode enabled so that breakdown is available there and also if you are switched to compact mode even in that case you can still use the breakdown and when you try to save it you will be just prompted that like the system is going to switch you to the standard mode so this way it鈥檚 we are not stopping and there is no confusion related to like how to create the breakdown okay uh next up another enhancement related to timelines previously all the record cards if you remember like um you could see the record type uh sorry you couldn鈥檛 see the whole name of the record on the record card so it meant that you have to hover over the card to see it fully displayed and it was not very like useful that way so now we have the option to decide whether you want to see the record names truncated or fully displayed so if you have it fully displayed it鈥檚 going to go over the card and like with this state you are still able to read the name of the record and understand with what information you are working on there so it is going to be a new setting in your timeline options yeah and also we have the the ability to customize timeline bars so that it鈥檚 very clear for you how the timeline breakdown works so it was only possible to customize the appearance of the main record type that you are working in so let鈥檚 say again you are in your campaign鈥檚 record type creating a timeline view and you decide to add a breakdown for programs you could decide that i want to display the thumbnail for the campaigns i want to add additional fields i want it to be colored this way but for the like breakdown record type in this case the programs it was like you didn鈥檛 have any uh controls there so what we are doing now it鈥檚 like we are going to apply the same controls to the breakdown record type as well so you can again decide that i want to display the thumbnails i want to see some additional field information on my breakdown record type cards etc so it鈥檚 making it much easier to work with the breakdown views and we have an enhancement related to custom quarters which are now going to be available in work from planning timeline views previously we only could apply the like default timeline with the default like quarters and the custom quarters were not available so we are now going to support that and moreover instead of the previous eight quarters which was the maximum for work front as well we are now going to have up to 100 custom quarters and again this is applicable to work front itself so you can now go ahead and create more custom quarters that you had before and all of this will be reflected both in planning and in work front as well and now we are not supporting any gaps or overlaps within the custom quarter so you need to make sure that the dates are matching when you create the next quarter okay uh yeah and there uh like i just wanted to highlight that we did a session on work on planning a couple of weeks ago and basically it was very similar to the content i presented today but it also had all the features with demos and also we had sneak peeks into some very key capabilities that are coming up soon so i would encourage everyone to go ahead and watch it and yeah we will be happy to like answer any questions that you will have on the content after that i think this is it from my side nicole so yeah yes thank you lila and yeah there鈥檚 going to be another work front planning session happening on thursday july 31st so if you are interested in learning a little bit more that one鈥檚 going to be around the smart start building your base implementation so that one should be available on the events page if you wish to register um i am going to hand it off to julie johnson to share a bit about the work front roadmap so julie all right can you hear me okay yes okay thanks nicole well i鈥檓 excited to share with you some of the exciting new features that we have coming up for workfront鈥檚 ai roadmap and if you鈥檙e like me and i鈥檓 sure many of you are you have noticed that there has been this seismic shift in the way that we are approaching business and the way that we are working so before i dig into some of the upcoming features that will be enhancing the work front product let me just do my quick obligatory disclosure which is that these are items on the on the roadmap and as such they are subject to change so what i鈥檓 sharing today is for informational purposes only and could change in the future all right first i want to talk just a little bit about adobe workfront鈥檚 core ai principles adobe may actually or ai may seem new to a lot of us in the past couple of years but believe it or not adobe has actually been building ai for the past decade and so our our approach to ai is a hundred percent around scale trust and enterprise readiness so you can feel confident that adobe as as a very experienced builder of ai is a responsible ai partner for your organization with that said with workfront we have really centered the way that we are building ai into our product around three core principles and those are first automating the everyday next is helping our customers and users discover effortlessly within the product and then third integrate seamlessly across the entire adobe ecosystem and let鈥檚 talk a little bit about what each of those means so first off these were all informed these principles after hours and hours and hours of research with customers like yourselves understanding how you experience the product and how ai could help you and so when we talk about automating the everyday this these are things like removing friction and accelerating everyday tasks for example manually inputting data that is going to be a thing of the past reviewing assets like you saw with that ai reviewer that is now going to be enhanced with ai and even prioritizing your tasks so then when we talk about discovering effortlessly this is like imagine being asked or being able to ask workfront for for things that you need and just simple everyday language so you can do things like maybe asking you know what is i want to know what projects are in this category for the next six months so you鈥檙e just asking that in natural language you鈥檒l no need to search through back-end systems anymore for this but rather ai is going to surface that information right up to you so you no longer have to go looking for that stuff then around the third principle around integrating seamlessly of course this is we have the advantage of this entire ecosystem of digital experience tools and so being able to work effortlessly across those that entire ecosystem is something that ai is enabling so i want to take these core principles and show you how we鈥檙e putting these into action i鈥檓 going to actually do an end-to-end demo of what we鈥檙e calling the workflow optimization agent and if you were at summit this year you probably heard this announced so what exactly is this the workflow optimization agent empowers every enterprise and agency to really transform their marketing creative workflows and this is done by making those workflows more intelligent visible and connected so i鈥檓 going to show going to show you a preview of a bunch of different skills that come together in the workflow optimization agent to um to really power your marketing and creative workflows so let me pull that up i鈥檓 going to go ahead and start in work front planning if you鈥檙e not familiar with our planning tool it is separate from work front workflow and this is where you do your high level planning um at the very beginning of your marketing process and essentially this is what you鈥檙e looking at right now is planning and i want you to imagine that you are creating a new record type in planning you have a new campaign that you鈥檙e getting ready to launch well historically maybe you would have coven and added this information manually but it鈥檚 a lot of information to add and you likely already have this information stored somewhere else your marketing team has created a brief and perhaps it鈥檚 in a um an excel file maybe it鈥檚 in a file and you鈥檙e going to drag and drop that file onto the interface and what鈥檚 happening here is we have a form filling skill that is going to extract that information from your unstructured document and create the structured record type that is going to allow you to create that marketing system of record here and it is also at the same time going to improve the data that goes into this record type so you can see uh under objective that this is this is highlighted or circled in red and on the right hand side this uh this right rail has come up saying you know clarification is actually needed in this area the objective is not actually clearly articulated just increased brand awareness is not very specific and so it is going to be able to help you identify areas where you can improve the data you know before you save this record type in addition to there鈥檚 also going to be some some quality control that it helps with as well which is let鈥檚 say that you know as the marketer i say okay let me redo the objective i鈥檓 going to make that more articulate it鈥檚 going to be more specific but i need some help well you can see this these ai sparkles that you can click on and it鈥檚 going to provide you with the ability to you know improve your writing simplify your writing make shorter make it longer now spelling and grammar this is this is not stuff that is new to many of you because i鈥檓 sure all of you have been using chatgpt your co-pilot for these type of things but the great thing about this is it鈥檚 right inside the product you don鈥檛 have to leave the product to uh to complete uh this type of information in a really high quality way so that鈥檚 that鈥檚 one of the ways that we are making these everyday tasks more streamlined and easier for you we鈥檙e extracting that information so you鈥檙e not doing the manual input and then we鈥檙e actually helping you improve the quality of your data uh that is within work front with these qa qc skills all right let鈥檚 say that uh we get to the point where we want to keep that objective that we鈥檝e come up with with the help of ai and we鈥檙e now ready to move on and so i鈥檓 going to come up here and click on assets and now we鈥檙e going to see a new ai skill in play the content advisor skill is now going to provide you with suggested approved assets from if your organization is using the dove experience manager and here you know it鈥檚 taking the context of that campaign and it is providing you with the assets that are already relevant and you know you may choose to use these you may choose to remove them from from the record type but they can also serve as inspirational artwork for your upcoming campaign to get people started into thinking about okay this is what we鈥檝e done in the past maybe we want to do some derivative of this but it really makes the um the findability of the of these assets very easy in that it suggests and does that thinking and recommending for you all right now i鈥檓 going to move forward i鈥檓 going to skip forward in the interest of time today and we are going to talk a little bit about um what it鈥檚 like when you are ready now to take that planning record type again that鈥檚 the high level campaign planning that we鈥檙e doing in work in work front planning and now in work front workflow we want to create a project to actually start executing against that plan so what we鈥檙e going to do is we鈥檙e going to click on that campaign record that we just created and we鈥檙e going to come down here and we鈥檙e going to create a project well here i am not exactly sure what project template we used in the past i can鈥檛 quite remember but it is actually suggesting now templates based on the content within that campaign record and also your historical data so it鈥檚 suggesting email as the first one and that鈥檚 right that鈥檚 that is the the template that i wanted and so i鈥檓 going to click on that and again it鈥檚 going to use that form filling skill to take information from that campaign and now populate this project template and the project template it鈥檚 going to do a bunch of things it鈥檚 going to provide these normal details that you would you would have historically had to have added manually to create this project also it is going to again find those assets that may be relevant to this project and what i think is really cool is that there is going to be a project task task issue auto creation skill that comes into play here to actually create the appropriate tasks for that project it鈥檚 also going to auto assign who has the relevant skill set or who has historically worked on a project like this it鈥檚 going to include things like duration and due dates and again getting you 95 of the way there in terms of building that project you didn鈥檛 have to repurpose or or manually take any information over from planning to workflow but it鈥檚 going to do that for you and of course all this is editable so if there was something you know that was uh to change like you know i don鈥檛 want to assign cory to this i want you know i want robert to do this part that is of course all editable before you save and publish that project all right now let鈥檚 move on and talk a little bit about what happens after the project is launched as a project manager or portfolio manager i鈥檓 interested in keeping tabs on my projects and historically i would have looked you know at a status status report to see if it鈥檚 on track if it鈥檚 not but project health with ai goes much deeper than this so let鈥檚 imagine that i鈥檝e opened my portfolio of projects and here you can see the project health status that is giving me in trouble at risk on target and what鈥檚 really cool here is i can actually click on say the sip into spring project to understand what exactly is is causing this project to be in trouble well here on the right-hand rail that opened up it鈥檚 telling me exactly why this is in trouble so three of the tasks are unassigned two schedule changes have occurred since the project started you know it talks about the budget the description is missing you have tasks running late so this is an amazing way to surface those insights for a project manager so they can immediately start addressing those challenges another thing i love about project health is it differs a little bit from other status reports which are basically determined by a due date being missed a task being assigned and then it notifies you that the due date hasn鈥檛 missed what鈥檚 cool about this is a bit more predictive in nature which it can it can even talk about upcoming resourcing challenges that might be an issue because it can look across your other projects and say oh hey this designer is already working on this project and their their hours are are already allocated for they鈥檙e already at capacity so we would suggest that you would you would just reassign this to somebody so as project health goes along it鈥檚 going to become more and more agentic in nature and providing not only those recommendations but allowing you to make those changes right from this interface all right next i want to talk about visualizing intelligent insights so earlier in this demo i talked about how we鈥檙e helping you extract information to get information quickly into work front now let鈥檚 talk about getting some insights out of work front so let鈥檚 say that i have some projects that i want to visualize i can click on those projects and i can then come up here to visualize and i can immediately be provided with an ai-powered visualization around those those projects that i鈥檝e selected and i also have the ability to select any type of visualization i like so you can see over here line graphs pie charts bubble charts bar charts and this is a great thing of course to use in your status meetings to send your executives and so these will be easily exportable as a powerpoint slide or as a png so that you can share that information with your team all right that is the end-to-end glimpse of what the workflow optimization agent is going to offer i know i went through that very quickly so let me just do a very quick recap um what we saw today was first off earlier in in the session you saw that demo recorded by jason which talked about the ai reviewer that is one of the skills of the workflow optimization agent that will be coming out it is the first skill that will be coming out next we have form filling which we talked about this enables you to upload those unstructured uh content like that creative brief uh from powerpoint or a pdf to create new record types um really really important to have a manual entry and then we also talked about how in that process qaqc helps you flag vague or poorly written data and that intake quality control also helps you get enhancements like shortening or clarifying or refining text we also saw how the content advisor can then provide asset recommendations from am for approved assets based on the context of your project then we covered how planning records can easily be converted into projects for execution can be recommended based on your historical activity and then that project uh can auto assign tasks stakeholders uh predecessors and due dates and then we looked at that project health and how that displays how your health score um what the health scores for your project and it helps you proactively identify risks even before they become issues and it offers you really that actionable feedback to then be able to improve your project health and stay on track lastly we saw how visual insights will become available including custom charts that can be quickly generated and then exported into a powerpoint or or png to provide um quick updates and status meetings or to send to an executive this one last item number eight i did not demo for you today but i can explain it intelligent answers this is something that you鈥檒l interact with through the ai assistant you can ask it pretty much any question uh so that you can get quickly get insights about really anything of workfront so you can say things like show me all the campaigns that are about bicycle riding or you know what projects am i assigned to this week or show me all the campaigns that john doe is assigned to so again bringing those insights uh to you very quickly and this all of this that i鈥檓 talking about is just the beginning of how ai is going to touch nearly every aspect of the workfront product and and your overall experience with workfront so the next question i鈥檓 sure you all have is and uh how can i get it so in red you can see these are the first four skills as part of the workflow optimization agent that will be releasing the first is that ai reviewer which is going to become available next month next will be project health advisor that number six that was the the health reporting tool um that鈥檒l be available in q3 and then form filling which is that extracting from unstructured documents that鈥檚 coming out in and intelligent answers where you鈥檙e you鈥檙e asking and surfacing those insights through the chat interface will be available in q4 so tons of awesome stuff coming um i鈥檓 excited to uh see the the transformation that the workfront product is going through and how ai can help all of you streamline your workflows and uh make you more productive so back to you nicole thank you so much julie and hopefully that you know excited you guys a little bit about what鈥檚 to come with workfront over the coming months um and so i just have one final slide to share and that is actually can you guys see let me just get my screen here you guys can see my screen around free events yes great um this is the only slide i have left for you guys um before we wrap up and so i just want to let you guys know about some upcoming events that are happening on the is our admin chat these are open forum sort of interactive crowdsourcing brainstorming challenges bring your question brainstorm with your colleagues on the call that鈥檚 happening tomorrow um and so if you guys do have work front questions you鈥檙e always more than welcome to bring those like i said it鈥檚 kind of just this open forum where you can connect and collaborate with your peers um very similar to the work front collective that cinthia leads um these are just these type of sessions are always available to you on a monthly basis i talked about the reimagining content approvals this is going to be where uh jason who is one of our product managers on the product and proofing set or i鈥檓 sorry the document and proofing side of the business is going to be sharing a little bit more about what鈥檚 coming on on um for document approvals and with the frame io integration and so if you are interested in learning more that would be a great session for you um we talked about the work front planning session and then um in early august we鈥檙e going to be partnering with kohler to talk um about creative briefs and how they sort of built that entire process uh into work front and so that is all i have for you guys um from an agenda standpoint truthfully my screen is a little bit messed up right now and so i can鈥檛 quite see uh the chat or the q a pod and so i鈥檓 hoping that there鈥檚 a survey or cinthia leslie if you guys can just post a link to the survey if you guys can just share your feedback on today鈥檚 session it鈥檚 totally anonymous um we鈥檒l be sharing this feedback back with the product team um so be sure to just complete that before we wrap up um like i said earlier um as we started this call i did record today鈥檚 session and so um you guys will get a copy of this slide deck you鈥檒l get a link to the recording um if there were any resources shared in the chat i will do my very best to summarize and pull everything together for you guys uh so keep an eye out for that this afternoon but um i am not sure if there鈥檚 a way for me to change the settings for a lot of people to come off meet too um but i鈥檒l see if i can navigate my screen here to go to the q a um it is very zoomed in and i don鈥檛 know where things are but um nicole do you want me to to change the settings for you yeah honestly or if there鈥檚 just any questions that haven鈥檛 been answered maybe in the q a pod we鈥檒l just read those aloud and see if anyone on the product team can help answer those that sounds good i鈥檓 still kind of rounding some stuff up cinthia do you know if there鈥檚 any on the in the q a pod that you want to call out i think it鈥檇 be better if we let people come off mute okay let鈥檚 do it yeah you guys will have rapid fire for three minutes so product we鈥檙e going to put you on the spot here for a second wow there we go all right that should allow you to come off mute so if you have a question please come off mute yeah feel free to just raise your hand so that we can have a queue all right i see some hand raises hold on let me try now okay randy hi can you hear me yes okay um for the visualization do you think gantt charts would come eventually as an option are you referring to the ai visualizations yes i was thinking julie i was thinking this one would be for you um so what i have seen from product managers it鈥檚 not on the first version of release but i would not be surprised if that eventually comes okay thanks thanks really sean you have a question generative ai that they鈥檙e using oh sean i think you are only you鈥檙e only on mute for a part of your questions all we heard was gen ai so if you just don鈥檛 mind repeating yeah is is the ai is it generative or non-generative ai that鈥檚 being used we are using generative ai okay thank you all right ruby um cbd this is q4 2025 is that only in work front planning we鈥檙e also in work front standard whatever it鈥檚 called for the standard i鈥檓 so sorry i i missed the first part of your question do you mind repeating okay uh is it coming through now yes okay i don鈥檛 know why that鈥檚 happening i heard the last guy that happened too for the for the form filling q4 2025 is that only for work front planning or is that feature also going to be working within the standard work front instance it is planned for both both work for uh work front planning and workflow when you say workflow you mean regular like regular old work front yeah excellent that鈥檚 great okay thank you very much and just to reiterate that you guys will hear that being called work front workflow or workflow um so you鈥檒l have the planning module you鈥檒l have the workflow module and you鈥檒l have the fusion sort of integration module so so kind of think about three different modules of work front as a complete solution um we are at the top of the hour i don鈥檛 see any more hand raises um so i鈥檓 just going to wrap up and say a huge thank you to our product management team our product marketing team for joining today鈥檚 session sharing a little bit more about what鈥檚 happening in the third quarter work front release next week so keep an eye out for that in your production environment if you are not already on the monthly fast release and so like i said i can鈥檛 really see much on my screen here but hopefully you guys feel enabled and prepared for what鈥檚 to come next week and if you guys do have any follow-up questions you鈥檙e always more than welcome to reach out and so thanks again everyone if anyone has any closing thoughts otherwise you are welcome to jump.

Hey Nicole i just shared my screen one more time i saw lots of questions in the chat about the gen ai agreement which is required to utilize any of the ai features that i talked about today so if anyone is wondering how you can access a gen ai agreement you want to look at it please scan that code and that will take you to our website where you can learn more about the gen ai agreement and what鈥檚 required. Thank you so much Julie and we鈥檒l do our best to try and pull that into our follow-up email so if anyone does have questions that would be great so all right i think we are good to go. It seems like someone said you are covering the code. Sorry about that, thank you. That鈥檚 okay i wonder if to truthfully i can鈥檛 see my screen here so i鈥檓 not sure but Julie if there鈥檚 a way maybe that you can share that with me i can always include that in the follow-up email or put it as a slide in the slide deck. Yes absolutely i can do that and i鈥檝e removed the the team鈥檚 bar so now people should be able to scan it. Perfect yeah thank you let鈥檚 i鈥檒l just try we鈥檒l just try and add it to the slide deck so that you guys have access to that so yeah like i said keep an eye out for the follow-up email and we鈥檒l hopefully see you guys at more events later this month so have a great rest of your day guys and we鈥檒l see you soon.