Create a basic grouping
In this step, you will learn how to create and manage groupings in Workfront to effectively organize project lists. Groupings are one of the three main reporting elements, alongside filters and views, and they help organize results based on shared information. You will follow practical steps to create a grouping for a list of projects, which can be applied to other lists such as tasks, issues, or documents. This will streamline your daily work and enhance collaboration.
Key takeaways
- Purpose of Groupings: Groupings are a key reporting element in Workfront that organize project lists based on shared information, such as completion dates, portfolios, or programs.
- Creating Groupings: You can create custom groupings with up to three levels of criteria. For example, projects can be grouped first by portfolio and then by program for better organization.
- Editing and Saving Groupings: Built-in groupings cannot be overwritten, but you can save edits as a new grouping. Custom groupings should have clear, descriptive names for easy identification.
- Sharing Groupings: Groupings can be shared with other users, with default “view” permissions allowing them to use and share the grouping but not edit it. “Manage” permissions allow editing and deletion.
- Removing Groupings: Deleting a grouping you created will also remove it from the lists of users you shared it with. Shared groupings appear under the “Shared with Me” section for other users.
Next, you will explore how to create a basic view in Workfront to display specific information about items in a list, such as projects, tasks, issues, and documents.