Key takeaways

In this module, you learned how to effectively plan and manage projects using Workfront. You explored key concepts such as setting up project plans, creating and organizing tasks, understanding task durations and planned hours, and assigning tasks efficiently. You should now understand how to use Workfront to streamline project workflows and enhance resource management.

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

• Focus on five key fields: Understand tasks, assignments, durations, planned hours, and predecessors to make efficient and accurate changes to your project plan.
• Set project status to “Planning”: Ensure the project status is set to “Planning” to prevent unnecessary notifications while adjusting the plan.
• Use appropriate views: Utilize the standard view or customized views to focus on essential project details like tasks, durations, and assignments.
• Choose a realistic start date: Set a practical start date that aligns with team availability and avoids unrealistic scenarios, such as holidays or weekends.
• Leverage scheduling modes: Use “Start Date” mode to calculate the completion date or “Completion Date” mode to calculate the start date, ensuring the timeline aligns with project requirements.

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