Core team training for planners in the new Workfront experience

This program contains the essential topics needed for the successful onboarding of the champions, project managers, power users, and trainers involved in your organization’s Workfront implementation.

IMPORTANT
Please note this former Workfront One Learning Program is now mapped to the newly migrated and optimized Experience League Workfront courses. All of the same learning objectives are covered with the new structure..

Get started with Workfront for Planners

Get started with Workfront for Planners
1 hour, 9 minutes

Start your Workfront journey by learning to create and plan projects. Workfront recommends you keep things simple.

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Manage and close a project

Manage and close a project
29 minutes

Now that you've learned to create and plan projects, we can get into how to manage and close them.

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Further understanding of managing work as a planner

Further understanding of managing work as a planner
1 hour, 6 minutes

Once you've learned the basics of creating, planning and managing projects, there are a few more things you should know to get the most out of Workfront.

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Basic Reporting Elements

Basic Reporting Elements
44 minutes

Reporting elements are the filters, views, and groupings found in all list reports in Workfront. Learning about these will help you in creating custom reports and calendars.

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Create custom reports and dashboards

Create custom reports and dashboards
47 minutes

Reports are the windows into your data. Learn how to create three different types of reports in Workfront and use them in dashboards.

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Create a custom calendar

Create a custom calendar
1 hour, 6 minutes

With a custom calendar you can display dates and information directly from projects, tasks and issues in a calendar format.

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Create and manage custom forms

Create and manage custom forms
20 minutes

Capture your organization's unique information by creating custom fields in your system. Learn to create, share, and attach custom forms within Workfront.

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Request queue management

Request queue management
20 minutes

This course is for people who create and manage request queues.

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Additional Resources

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