Explore filters, views, and groupings for project management
In this step, you will delve into the use of filters, views, and groupings in Workfront to efficiently manage and analyze projects, tasks, and issues. You will learn how to customize these tools to narrow down project lists, display detailed project information, and organize tasks and issues for better clarity and management. This step will equip you with the skills to tailor your project management approach using Workfront's built-in features.
- Project Filters: Filters can be customized to narrow down project lists. Examples include “Projects I Own,” “Projects I’m On,” “Current,” and “Behind Schedule.” Filters like “At Risk” and “Behind Schedule” are explained in detail, showing how they rely on different fields.
- Project Views: Views display various project details, such as planned, projected, and actual start/completion dates. Examples include the “Standard View,” “All Dates View,” and “Real Story View,” which provides condition updates and summaries.
- Project Groupings: Projects can be grouped by fields like progress status or completion date by month, allowing for better organization and analysis.
- Task Filters: Filters help identify unassigned tasks or tasks relevant to specific roles. Clearing filters reveals the parent task structure, and sorting can be adjusted by task number.
- Task Views: Views like “Status View” show task statuses and flags for progress, comments, documents, issues, approvals, critical paths, and milestones.
- Task Groupings: Similar to project groupings, tasks can be grouped by fields like progress status.
- Issues: Filters, views, and groupings for issues are similar to those for projects and tasks. Popular views include “Entry Information,” and groupings like “Primary Contact” help organize issues.
The video emphasizes customization and provides links to tutorials for further learning.
Key takeaways
- Customizable Filters: Filters like “Projects I Own” and “Behind Schedule” help narrow down project lists, and users can customize or stack filters for more specific results.
- Detailed Views: Views such as “All Dates View” and “Real Story View” provide insights into planned, projected, and actual dates, as well as project summaries and condition updates.
- Efficient Groupings: Projects and tasks can be grouped by fields like progress status or completion date, enabling better organization and analysis.
- Task Management: Task filters and views, such as “Status View,” help identify unassigned tasks, track progress, and access relevant details like comments, documents, and milestones.
- Issue Tracking: Filters, views, and groupings for issues, such as “Entry Information” and “Primary Contact,” streamline issue management and provide clarity on submission timelines and contacts.
Next, you will understand the project team and learn how to maintain it effectively in Workfront.