Key takeaways

In this module, you learned how to create and manage projects in Workfront using various methods, including starting from scratch, using templates, copying existing projects, and importing Microsoft Project files. You explored essential project settings, learned how to fill in project details, and navigated the project page effectively. You should now understand how to create and manage projects efficiently using Workfront's features.

The following are some of the key takeaways from the module:

• Start by creating a new project, renaming it, and setting a goal, description, start date, and target completion date.
• Divide the project into individual tasks, estimate durations, assign responsibilities, and sequence tasks using predecessors.
• Manage unexpected issues by converting them into tasks, moving them to another project, or marking them as “Won’t Resolve.”
• Use templates to simplify project creation, saving time and effort by pre-setting key details like tasks and forms.
• Navigate the project page to access key project details, manage tasks, and centralize updates and documents for streamlined collaboration.

Now it's time to measure how well you learned these lessons with a short quiz.