Access Adobe Workfront objects from a shared link in Slack

When links to Adobe Workfront objects are shared with you in a Slack channel, you can view additional information about them in Slack, after you have installed and configured Workfront for Slack.

For more information about configuring Workfront for Slack, see Configure Adobe Workfront for Slack.

You must be logged in to Workfront in a separate browser tab to open the link or to perform additional actions on those objects from Slack.

When a user is sharing a link to an object in Workfront with you, additional information about the object might also be displayed along with the link. The user sending the link must have at least View permissions to the object in order for the additional information to display in Slack.

Access requirements

You must have the following access to use the functionality described in this article:

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

Before you can access your favorites and recent items from Slack, you must

• Configure Workfront for Slack
  For instructions on configuring Workfront for Slack, see Configure Adobe Workfront for Slack.

Access projects from Slack

1. Log in to your Slack instance and log in to Workfront from Slack.

   For more information about logging in to Workfront from Slack, see the “Logging In to Workfront from Slack” section in Access Adobe Workfront from Slack.

2. Navigate to a message that includes a link to a Workfront project.

   NOTE

   The user who is sharing the link must have at least View permissions to the project in order for you to see additional information about it.

3. (Optional) Click the name of the project to open it in Workfront in a new browser tab.

4. Consider reviewing the following additional information about the project:

   • Status: For more information about project status, see Access the list of system project statuses.

   • Planned Completion Date: For more information about the Planned Completion Date, see Set the project Planned Completion Date.

   • Portfolio Name: For more information about portfolios, see Portfolio overview in Adobe Workfront.

   • Condition: For more information about Project Condition, see Overview of Project Condition and Condition Type.

   • Percent Complete: For more information about the Percent Complete value of a project, see Project Percent Complete overview.

   • Reference Number: For more information about object reference numbers, see Use the reference number of objects.

5. (Optional) Click Subscribe to subscribe to the project.

   You receive a confirmation that you have successfully subscribed to the project.

Access tasks from Slack

1. Log in to your Slack instance and log in to Workfront from Slack.

   For more information about logging in to Workfront from Slack, see the “Logging In to Workfront from Slack” section in Access Adobe Workfront from Slack.

2. Navigate to a message that includes a link to a Workfront task.

   NOTE

   The user who is sharing the link must have at least View permissions to the task in order for you to see additional information about it.

3. (Optional) Click the name of the task to open it in Workfront in a new browser tab.

4. Consider reviewing the following additional information about the task:

   • Status

     For more information about task statuses, see Access the list of system task statuses.

   • Percent Complete

   • Assigned To Name

   • Planned Completion Date

   • Project Name or Parent Task Name

   • Reference Number

     For more information about object reference numbers, see Use the reference number of objects.

5. (Optional) Click Subscribe to subscribe to the task.

   You receive a confirmation that you have successfully subscribed to the task.

6. (Optional) Click Assign to user to assign the task to a user.

7. (Conditional) Start typing the name of a user, if you have clicked Assign to user.

   You cannot assign a task to a job role or a team from Slack.

Access issues from Slack

1. Log in to your Slack instance and log in to Workfront from Slack.

   For more information about logging in to Workfront from Slack, see the “Logging In to Workfront from Slack” section in Access Adobe Workfront from Slack.

2. Navigate to a message that includes a link to a Workfront issue.

   NOTE

   The user who is sharing the link must have at least View permissions to the issue in order for you to see additional information about it.

3. (Optional) Click the name of the issue to open it in Workfront in a new browser tab.

4. Consider reviewing the following additional information about the task:

   • Status: For more information about issue statuses, see Access the list of system issue statuses.

   • Assigned To Name

   • Planned Completion Date

   • Project Name

   • Reference Number: For more information about object reference numbers, see Use the reference number of objects.

5. (Optional) Click Subscribe to subscribe to the issue.

   You receive a confirmation that you have successfully subscribed to the issue.

6. (Optional) Click Assign to user to assign the issue to a user.

7. (Conditional) Start typing the name of a user, if you have clicked Assign to user.

   You cannot assign an issue to a job role or a team from Slack.

Access portfolios from Slack

1. Log in to your Slack instance and log in to Workfront from Slack.

   For more information about logging in to Workfront from Slack, see the “Logging In to Workfront from Slack” section in Access Adobe Workfront from Slack.

2. Navigate to a message that includes a link to a Workfront portfolio.

   NOTE

   The user who is sharing the link must have at least View permissions to the portfolio in order for you to see additional information about it.

3. (Optional) Click the name of the portfolio to open it in Workfront in a new browser tab.

4. Consider reviewing the following additional information about the portfolio:

   • Portfolio Manager Name

   • On Time

   • ROI

   • Net Value

   • Status

   • On Budget

   • Aligned

     For more information about portfolio metrics, including ROI, Net Value, Alignment, and On Time and On Budget values, see Understanding the Portfolio Optimizer.

Access programs from Slack

1. Log in to your Slack instance and log in to Workfront from Slack.

   For more information about logging in to Workfront from Slack, see the “Logging In to Workfront from Slack” section in Access Adobe Workfront from Slack.

2. Navigate to a message that includes a link to a Workfront program.

   NOTE

   The user who is sharing the link must have at least View permissions to the program in order for you to see additional information about it.

3. (Optional) Click the name of the program to open it in Workfront in a new browser tab.

4. Consider reviewing the following additional information about the program:

   • Description

   • Portfolio Name

   • Program Manager Name

     For more information about programs, see Create and manage Programs.

Access reports from Slack

1. Log in to your Slack instance and log in to Workfront from Slack.

   For more information about logging in to Workfront from Slack, see the “Logging In to Workfront from Slack” section in Access Adobe Workfront from Slack.

2. Navigate to a message that includes a link to a Workfront report.

   NOTE

   The user who is sharing the link must have at least View permissions to the report in order for you to see additional information about it.

3. (Optional) Click the name of the report to open it in Workfront in a new browser tab.

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