- 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
- 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
- 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
- Close the project
- Tasks
- Issues/requests
- Portfolios
- Request queues
- Approval processes and milestone paths
- Create and manage project templates
- Project timelines
- Close a project
- Project finances
- Projects
- Reporting
- Basic reporting
- Understand reporting elements
- Understand reporting components
- Create a basic grouping
- Create a basic view
- Add basic conditional formatting
- 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
- Understand the calendar interface
- Create a custom calendar
- Understand additional calendar options
- Your turn to create a calendar
- 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
- 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
- Basic reporting
- Manage resources
- 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 your strategy
- Create your goals
- Activate your goals
- Manage your goals
- Monitor your goals
- Establish a vision for your org
- 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
- Universal connectors and routing
- 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
- 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 default proof roles
- Set up proof account default settings
- Settings for proof users
- Setup global proof settings
- 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 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
- Home
- 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
- 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
Close a goal once complete
In this video, you will learn how to:
- Close a goal to indicate when the goal is done, or when you are no longer working on it nor plan to do so in the immediate future
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