Workfront Tutorials
Last update: December 20, 2024
CREATED FOR:
- Beginner
- User
A library of training videos and articles designed to help you better understand Workfront features and settings. Included is a collection of best practices, curated exercises and other resources that will help both you and your organization be successful with Workfront.
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Transcript
Welcome to Adobe Workfront. Workfront’s goal is to help you do your best work. We want to make sure that individuals like you, teams like yours, and organizations like yours get their best work done. In a single year, our customers completed more than 2.5 million projects and 550 million hours of work inside Workfront. Workfront tapped into that customer knowledge and experience to design an intuitive and connective experience just for you. We’ve done all of this to make Workfront an easy-to-use part of your enterprise work experience. With Workfront, you’re able to focus on the work that needs to be done, tracking everything from requests to finished work in one system. You’re able to contribute to your team’s goals and ultimately the strategic goals of your organization, as well as engage with the work and the people you’re working with. Let’s take a quick look at how some of the people at your organization might be using Workfront. If you’re someone like a copywriter, product engineer, or content creator, then Home is the one-stop shop for managing your work. No more scribbled-down to-do lists strewn about your desk or sticky notes hanging from the bottom of your monitor. Home is your digital work area where you can find and manage work assigned to you. In widgets like My Work, you can find, update, and comment on work assigned to you. With that list of work, you can filter to what’s ready to be worked on, sort your assignments by the date they’re due, and group them by project, allowing you to focus on what’s important. And of course, you can dive deeper into the assignment to see the requirements, comments, and documents that are attached. As you work, you can make updates to let everyone know how the work is progressing. And when done, mark your work as complete so the next phase of a project can kick off. For someone who is a project or campaign manager, Workfront lets you manage all your project-related work from request intake to project reporting in one system. Find the project you’re working on right in the projects area. Adjust the columns of information using a view to see the information most important to you, whether it be overall project progress or getting an overview of project-related finances. Open your project with a click to get a closer look at the work being done. A glance at the header shows you the project’s planned completion date and how much work has already been completed. As you look through the task list, you see what work has been completed, what’s in progress, and what has yet to start. You can open the side summary to dig into a specific task, make an update, and review other information, clicking on links for easy access to more detailed information about that specific task. Use the panel menu to access standard Workfront information about the project itself, plus custom information such as the creative brief or design document in the to review and approve final assets. To successfully manage your project load, you need to be able to access your work quickly and easily. Customize your work area by pinning frequently visited projects, reports, or dashboards to the menu bar. You can also save items in your favorites menu for easy access or navigate back to recently opened items. Knowing which resources are available and when is key to successful projects and initiatives at your organization. As a resource manager, it’s your job to get the right people assigned to the right work, plus plan for what’s coming down the pipeline. All of your resourcing tools are in one place with Workfront, and they all work together to give you the best picture of what’s happening. The Workload Balancer gives you visibility into the availability of the people you manage. You can assign work based on their schedules and existing workload, plus adjust their daily allocations so they’re not overburdened. Track your utilization and labor costs with the Utilization Report, where you can view how the budgeted and planned hours compared to actual hours being worked. And you can track this information at the project, program, or portfolio level. Make informed budgeting decisions using the Resource Planner as you compare users’ availability with the planned hours needed to complete the work. With Workfront providing comprehensive visibility into all ongoing activities, decision-making becomes significantly easier for key leaders because they’re better informed about the work being done. Reports and dashboards put all of the information needed right in one window. From here, you can see how work is progressing on a key initiative, track revenue numbers, and look at resourcing needs to help plan future work. So, once again, we welcome you to Workfront. We’re thrilled you’re joining the hundreds of thousands of customers worldwide who use Workfront to make their daily work more productive, efficient, collaborative, and successful.
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Workfront
- Workfront Tutorials
- Administration and Setup
- Organizational setup
- Manage deleted items
- Configure system defaults
- Layout templates
- What are layout templates?
- Find layout templates
- Customize terminology with layout templates
- Customize the Main Menu with layout templates
- Add and manage pins through a layout template
- Customize Home with layout templates
- Assign and manage access to layout templates
- Customize object areas with a layout template
- Customize project details with layout templates
- Customize project headers with layout templates
- Customize reporting lists with layout templates
- Email and In App Notifications
- Create and manage users
- Approval processes and milestone paths
- System performance and maintenance
- Project finances
- Custom Data
- Custom Forms
- Calculated expressions
- Get started with calculated fields and expressions
- Learn the data expression structure
- Understand Date & Time and Mathematical expressions
- Create ADDDAYS, ADDWEEKDAY, ADDMONTHS, ADDYEARS expressions
- Use the Calculation Editor
- Create DATEDIFF and WEEKDAYDIFF expressions
- Create a SUB, SUM, DIV, or PROD data expression
- Use the CONCAT expression in a calculated field
- Create LEFT/RIGHT expressions
- Use the ISBLANK and CONTAINS expressions
- Create an IF text expression
- Things to know about calculated field expressions
- Manage work
- Projects
- Understand basic project creation
- Navigate the project page
- Learn four ways to create a project
- Fill in the project details
- Get started planning a project
- Take a project live
- Get started managing a project
- Find projects
- Share a project
- Understand the project team
- Understand project communication
- View project information
- Track overall project progress
- Track work progress with project metrics
- Understand the Gantt view
- Understand the Board view
- Tasks
- Issues/requests
- Request queues
- Portfolios
- Approval processes and milestone paths
- Create and manage project templates
- Project timelines
- Close a project
- Project finances for users
- Intermediate projects
- Projects
- Reporting
- Basic reporting
- Understand reporting elements
- Understand reporting components
- Create a basic grouping
- Create a basic view
- Add basic conditional formatting to a view
- Create a basic filter
- Understand the new filter experience
- Create basic filter activities
- Create a simple report
- Create a task report
- Copy a report
- Create reports with charts
- Create a matrix report
- Create dashboards
- Send and share reports
- Understand report settings
- Intermediate reporting
- Create filters with user-based wildcards
- Create filters with date-based wildcards
- Create OR statements in filters
- Understand built-in project filters
- Understand built-in task filters
- Understand built-in issue filters
- Understand basic text mode for filters
- Understand basic text mode for views
- Understand basic text mode for groupings
- Create custom prompts
- Advanced reporting
- Calendar reports
- Enhanced analytics
- A moment with Product about Enhanced analytics
- Get started with Enhanced analytics
- How to access Enhanced analytics
- Understand basic navigation
- Understand work and people charts
- Understand filters
- Understand date ranges and timeframes
- Understand planned hours and duration views
- Understand actions: hover click and drag and click in
- Understand KPIs
- Understand navigating and reviewing projects
- Dig deeper using timeframes and additional charts
- Understand navigating and reviewing project activity
- Dig deeper into navigation
- Understand accessing and reviewing the burndown
- Review the tasks in flight
- Take action by making updates
- Understand the activity by team chart
- Understand a KPI comparisons use case
- Understand an end user use case
- Understand consulting guidance
- Basic reporting
- Manage resources
- Workfront Goals
- Workfront Planning
- Integrations
- Adobe Creative Cloud
- Adobe Experience Manager Assets Essentials
- G Suite
- Jira
- Microsoft Outlook
- Microsoft Teams
- Adobe Workfront for Microsoft Teams Overview
- Install Adobe Workfront for Microsoft Teams
- Access Adobe Workfront from Microsoft Teams
- Search for and share Adobe Workfront items in Microsoft Teams
- Create Adobe Workfront tasks from Microsoft Teams
- Submit Adobe Workfront requests from Microsoft Teams
- Manage Adobe Workfront notifications in Microsoft Teams
- Slack
- Fusion
- Welcome to Workfront Fusion
- Understand the basics
- Initial scenario design walkthrough
- Initial scenario design exercise
- Mapping panel and formula editor
- Mapping panel important notes
- Beyond basic mapping walkthrough
- Beyond basic mapping exercise
- Use filters
- Filters walkthrough
- Filters exercise
- Access previous versions walkthrough
- Access previous versions exercise
- Universal connectors and routing
- Universal connectors exercise overview
- Introduction to universal connectors walkthrough
- Introduction to universal connectors exercise
- Understand routers
- Routers walkthrough
- Routers exercise
- Common routing patterns
- Routing patterns walkthrough
- Routing patterns exercise
- Set-it and get-it
- Get/Set variables walkthrough
- Set/Get variables exercise
- Iteration and aggregation
- Execution history and scheduling
- Beyond basic modules
- Data structures and data stores
- Final functional bits and bobs
- Troubleshooting and error handling
- Workfront Fusion administration
- Design optimization and testing
- Workfront Proof
- Learn the benefits of proofing
- Understand the difference between a document and a proof
- Proofing viewers explained
- Administration and setup
- What is an automated workflow template
- Customize proof comment actions
- Customize proof decision options
- Understand email alerts and proof notifications
- Proof roles and email alerts
- Report on proofs
- Set default at risk proof settings
- Set up global proof settings
- Set default proof roles
- Set up proof account default settings
- Settings for proof users
- Upload proofs
- What is a proof version
- Who uploads the proof versions
- Convert a document to a proof
- View and compare proof versions
- Upload a proof version
- Manage proof versions
- Upload a proof of a video
- Upload a proof of a website
- Upload a proof with a basic workflow
- Upload a proof with an automated workflow
- Upload with a drag and drop
- Combine multiple files into a single proof
- Proof workflows
- Review and approve work
- Workfront DAM
- System setup
- Metadata and keywords
- Brand Connect customization
- Workfront DAM user: Contributor
- Understand Workfront DAM as a contributor
- Understand asset management as a contributor
- Understand finding assets as a contributor
- Understand lightboxes as a contributor
- Understand metadata and keyword best practices
- Work with assets as a contributor
- Send a file as a contributor
- Publish assets as a contributor
- Add a Workfront DAM link
- Brand Connect user
- Home
- Remove, add, and rearrange widgets in Home
- Find your work
- Organize your to-do list
- Prioritize your work
- Indicate work status
- Communicate about work
- Log hours on work
- Mark assigned work as complete
- Approve work in Home
- Collaborate on work with My Updates
- Review work in My Updates or Home
- Understand updates and notifications
- Agile
- Best Practices
- Agile
- API Explorer
- Business case and portfolio optimizer
- Communication
- Custom forms
- Custom reports
- Dashboards
- Documents
- Filters, views, and groupings
- Job roles
- Layout templates
- Licenses and access levels
- Onboarding and adoption
- Organization units
- Portfolios and programs
- Preview sandbox
- Project, task, and issue preferences
- Project templates
- Proofing
- Request queue
- Resource Planner
- Resource pools
- Scenario Planner
- Schedules
- Statuses
- System performance and maintenance
- Text mode reporting
- Timeline planning and management
- Timesheets and logging time
- Utilization
- Workfront Goals
- Workload Balancer
- Workfront for executives