Workfront Tutorials

Last update: 2023-04-03
  • 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.

 Transcript

Welcome to Workfront. In this video, you will learn how Workfront can help you get work done in any role at your organization. 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 connected 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 finish work in one system. You’re able to contribute to your team goals and ultimately the strategic goals of your organization and engage with the work you’re doing 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. Work at Home is the one-stop shop for managing your work. No more scribble down to-do lists strewn about your desk or sticky notes hanging from the bottom of your monitor. The Worklist at Home is your digital to-do list. If the work isn’t in Workfront, it doesn’t exist. Filter and sort the list to see new assignments, work in progress, or even the work you’ve already completed. Sort by when the work is due or by what project it originates from. You can even create your own priority list so you make sure that you meet deadlines on those important projects and initiatives. When you view a work assignment in Home, the details about the assignment and related documents are easily accessible. No need to go digging around in multiple systems to find the information you need. As you work, you can make updates to assignments to let everyone know how work is progressing. And be sure to mark work as complete when you’re done so the next phases of a project can kick off. With Workfront, you can manage all of your project-related work from request and take to project reporting all in one system. Find the projects 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. 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 left panel menu to access standard Workfront information about the project itself, plus custom information, such as the creative brief or design document in the project details. Find project-related files in the documents section and use Workfront’s digital proofing capabilities 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 workspace by pinning frequently visited projects, reports, or dashboards to the menu bar. You can also bookmark items 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 our utilization and labor costs with the utilization report, where you can view how the budgeted and planned hours compare 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. Workfront gives you visibility into everything that’s going on, so you can make informed decisions for your organization. Reports and dashboards put all of the information you need right in one window. You can see how work is progressing on a key initiative, track revenue numbers, and look at resourcing needs to help plan future work. Again, welcome to Workfront. We’re thrilled that you’re joining the hundreds of thousands of customers worldwide who use Workfront to make their daily work more productive, efficient, collaborative, and successful.

What’s new?

Explore the latest updates made to the tutorials for each Workfront product release. Here’s what was updated with the latest release:

  • The favorites and recents icon were separated in the top navigation on Workfront. A brief summary of each can be found in the Find Projects tutorial.

  • Configure a custom form to work with multiple object types. See how in the create and share a custom form tutorial.

Staff picks

Find and create layout templates

Learn how to create a basic layout template.

Make a request

Learn how to make, view, and edit requests.

Create a simple report

Learn how to create a simple custom report.

On this page