Find projects efficiently
In this step, you will learn quick and effective methods to locate projects within Workfront. Discover how to use filters and search options to narrow down project lists based on names, descriptions, or custom data fields. Explore the Recents list for easy access to recently viewed projects and learn how to mark projects as favorites or pin them for ongoing accessibility. Additionally, you will understand how to create custom reports and dashboards to keep all relevant projects within reach.
Key takeaways
- Filters and Search Options: Use filters and search tools, including Advanced Search, to quickly locate specific projects based on names, descriptions, or custom data fields.
- Recents List: Recently viewed projects automatically appear in the Recents list, which can display up to 20 projects for quick access.
- Favorites: Mark projects as favorites by clicking the star icon. Favorites remain accessible until manually removed, making them ideal for frequently accessed projects.
- Pinning Projects: Pin projects to keep them easily accessible. Pinned projects stay visible until you unpin them.
- Custom Reports and Dashboards: Create custom reports and dashboards to organize and access all relevant projects efficiently.
Next, you will explore how to view detailed project information using filters, views, and groupings in Workfront.