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Table of contents
Workfront Tutorials
Administration and Setup
Organizational setup
Create teams
Create groups and subgroups
Understand the need for group administration
Create companies
Setup users with licenses and access levels
Create and manage job roles
Log in as another user
Manage deleted items
Restore objects from the recycle bin
Configure system defaults
Create and manage object statuses
Understand default issue types
Create an issue status
Create system wide issues status
Create and manage schedules
Create and manage issue severities
Customize issue types and terminology
Configure global default issue preferences
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
Manage inapp and email notifications
Set up event notifications
Send Announcement Center messages
Set up reminder notifications
Attach reminder notifications to work items
Set up automatic reminders
Subscribe to work items
Create and manage users
Add users
Create an individual user
Add users in bulk
Modify user information
When and how to deactivate or delete users
Understand the system audit log
Approval processes and milestone paths
Understand group-specific approval processes
Create milestones
System performance and maintenance
Take charge of an existing Adobe Workfront instance
Project finances
Understand performance metrics
Set up task revenue & cost defaults
Set up exchange rates
Set up expense types
Understand financial access
Custom Data
Custom Forms
Create and share a custom form
Share custom fields
Edit a custom form
Attach a custom form to an object
Export a custom form as a PDF
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
Learn four ways to create a project
Fill in the project details
Navigate the project page
Get started planning a project
Take a project live
Get started managing a project
Find projects
Share a project
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
Create tasks
Understand parent-child tasks
Work with tasks
Assign tasks from the project plan
Understand task durations
Learn to sequence tasks
Understand planned hours
Understand Work Effort
Issues/requests
Handle Unplanned Work
Make a request
Find and manage requests
Manage issue assignments
Update a request
Convert an issue/request to a project
Convert an issue/request to a task
Review and approve digital work
Report on issues
Request queues
Understand request queues
Understand settings for a flow request
Create a request queue
Create a request flow
Answers to common questions about request queues
Portfolios
Overview of portfolios
Understand the Business Case
Use the Portfolio Optimizer to prioritize and manage work
Approval processes and milestone paths
Create a single-use approval process
Attach and edit existing approval processes
Delegate tasks, issues, and approvals
Apply milestones
View milestones
Create and manage project templates
Create a project template and learn about Blueprints
Create a project directly from a template
Share a project template
Copy an existing project
Project timelines
Understand project timelines
Understand date types and progress status
Track progress from the project timeline
Close a project
Close a project
Change the project status to complete
Close tasks and issues
Complete approvals
Upload assets
Record lessons learned
Log and review hours
Close a project activity
Project finances for users
Update and review finances
Find financial information
Understand multiple billing rates
Intermediate projects
Understand and manage duration types and task constraints
Understand cross-project predecessors
Advanced predecessors
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
Create a basic filter activity
Create a simple report
Create a task 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
Welcome to advanced reporting
Advanced reporting part 1
Advanced reporting part 2
Advanced reporting part 3
Calendar reports
Understand the calendar report interface
Create a custom calendar report
Understand additional calendar report options
Your turn to create a calendar report
Enhanced Analytics
A moment with Product about Enhanced Analytics
Get started with Enhanced Analytics
Add analytics to layout templates
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 the resource capacity chart
Understand team capacity
Understand a KPI comparisons use case
Understand an end user use case
Understand consulting guidance
Manage resources
Resource management
Resource management maturity
Resource management settings for projects
Resource management settings for users
Resource management setups, Workload Balancer, and Utilization Report
Workload Balancer
Find the Workload Balancer
Filter the Workload Balancer
View user allocations in the Workload Balancer
Adjust daily allocations in the Workload Balancer
Settings to consider for the Workload Balancer
Assign work in the Workload Balancer
Resource planning
What is the Resource Planner?
View utilization
View by users
View by job role
View by project
Personal Time Off Calendar
Why use the time off calendar?
How time off affects project timelines
Manage other users time off
See time off when assigning tasks
Visibility in resource management tools
Scenario Planner
A moment with Product about the Scenario Planner
What is the Scenario Planner?
Access a plan in Scenario Planner
Create Plans in the Scenario Planner
Create Initiatives with a Plan
Adjust job role, budget, and cost information in the Scenario Planner
Update and copy plans
Publish a scenario
Workfront Goals
Establish a vision for your org
Understand the vision behind Workfront Goals
Understand how Workfront Goals works
Understand how Workfront Goals fits in your work cycle
Establish a vision and strategy for your org
Create a clear objective statement
Collaborate around enterprise and organizational goals
Align groups and teams to the strategy
Create your goals
Workfront Goals Overview
Set up Workfront Goals for your org
Grant goals access to selected users
Create a layout template for Workfront Goals users
Create goals
Activate your goals
Activate goals
Activate by aligning a goal to another
Add a result to a goal
Add an activity and a project to a goal
Manage your goals
Align your goals
Remove goal alignment
Update progress on results and activities
Close a goal once complete
Monitor your goals
Understand the graphs section
Calculate goal progress
Communicate goal status
Integrations
Adobe Creative Cloud
Use Adobe Workfront plugins to integrate with Creative Cloud
Adobe Experience Manager Assets Essentials
Configuring the integration
Mapping metadata
Sending documents and linking assets
Maintaining version history
G Suite
Enhance your workflow with the G Suite Integration
Jira
Create visibility with the Jira Integration
Microsoft Outlook
Install the Microsoft Outlook add-in
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
Understand Workfront for Slack
View recent work through Slack
Access your to-do list through Slack
Assign tasks through Slack
Make approvals through Slack
Search Workfront through Slack
Fusion
Welcome to Workfront Fusion
Introduction and tech strategy
Log in as a new user
Workfront Fusion training overview
Set up your Workfront Fusion exercise files
Core concepts
Understand the basics
Initial scenario design walkthrough
Mapping panel and formula editor
Mapping panel important notes
Beyond basic mapping walkthrough
Use filters
Filters walkthrough
Access previous versions walkthrough
Universal connectors and routing
Universal connectors exercise overview
Introduction to universal connectors walkthrough
Understand routers
Routers walkthrough
Common routing patterns
Routing patterns walkthrough
Set-it and get-it
Get/Set variables walkthrough
Iteration and aggregation
Introduction to iterators
Introduction to iterators walkthrough
Introduction to aggregations
Aggregation walkthrough
Advanced aggregation walkthrough
Execution history and scheduling
Introduction to execution history
Execution history walkthrough
Understand scenario scheduling
Balance runs cycles and bundles
Runs cycles and bundles walkthrough
Beyond basic modules
Become familiar with additional apps and common modules
Switch it up
Switch function walkthrough
Switch module walkthrough
Understand the webhook world
Webhooks walkthrough
Data structures and data stores
Understand data structures
Data structures walkthrough
Understand data stores
Data stores walkthrough
Final functional bits and bobs
Workfront app walkthrough
Understand arrays collections and elements
Arrays walkthrough
Understand JSON in scenarios
Working with JSON walkthrough
Troubleshooting and error handling
Advanced troubleshooting with the dev tool
Dev tool walkthrough
What is error handling
Understand error handling directives
Error handling walkthrough
Understand incomplete executions
Incomplete executions walkthrough
Workfront Fusion administration
Understand organizations teams and users
Administration walkthrough
Design optimization and testing
Define distinct use cases and find the best approach
Workfront Fusion scenario optimization
Accessibility and clarity
Scenario guardrails
Testing and launch
Exercises
Initial scenario design
Beyond basic mapping
Filters
Access previous versions
Introduction to universal connectors
Routers
Routing patterns
Set/Get variables
Introduction to iterators
Aggregation
Advanced aggregation
Execution history
Exploring runs cycles and bundles
Switch function
Switch module
Webhooks
Data structures
Data stores
Working with JSON
Dev tool
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
Understand proof workflows as part of project timelines
Edit a proof workflow
Create template groups to organize automated workflow templates
Create an automated workflow template
Edit an automated workflow template
Review and approve work
Navigate the proof viewer
Review and approve a proof
Review and respond to proof comments
Review a video with proof
Review a website with proof
Understand proof details
Manage proof comments
Track proof progress
Workfront DAM
System setup
Understand Workfront DAM
Understand system settings
Understand Brand Portal
Analyze and plan a Workfront DAM strategy
Set up groups and users
Configure the integration in Workfront
Customize Workfront DAM
Metadata and keywords
Understand metadata
Enable and enforce keyword taxonomy
Review the metadata terminology
Search for assets using metadata and keywords
Set up a metadata template
Set up metadata mapping
Set up the metadata keywords
Set up the metadata
Brand Connect customization
What is Brand Connect
Establish system settings in Brand Connect
Add custom pages in Brand Connect
Create brand guidelines in Brand Connect
Customize the appearance of Brand Connect
Customize the look of Brand Connect
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 as a contributor
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
Understand Brand Connect as a user
Understand navigation and searching as a user
Understand Brand Connect notifications
Understand downloading and sharing as a user
Understand lightboxes as a user
Work with assets as a 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
Scrum
Create a Scum agile team
Manage work as a Scrum team
Grooming the backlog
Plan and create an iteration
Using the iteration page
Kanban
Create a Kanban team
Manage work as a Kanban team
Boards
Find and create a basic board
Manage board columns
Add cards to a board
Manage cards on a board
Customize cards on a board
Add and manage team members for a board
Add and edit column settings on a board
Add and manage tags for cards
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
Workfront Proof
Request queue
Resource Planner
Resource pools
Scenario Planner
Schedules
Statuses
System peformance and maintenance
Text mode reporting
Timeline planning and management
Timesheets and loggin time
Utilization
Workfront Goals
Workload Balancer
Related Topics
Related Content
Documentation
Workfront
Take action by making updates
Take action by making updates
Last update:
2023-10-17
Topics:
Reports and Dashboards
View more on this topic
Created for:
Beginner
User
In this video, you will learn:
How to make updates from within the Tasks in flight chart
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