Understand the project team
In this step, you will explore the concept of the project team within Workfront projects. You will learn how the project team is automatically populated when users are assigned tasks or designated as project owners. You will also discover how to manually update the team by adding or removing members to ensure accuracy. Additionally, you will understand the importance of maintaining an up-to-date project team for effective communication and notifications.
Key takeaways
- Automatic Team Population: The project team is automatically populated when users are assigned tasks or designated as project owners. However, users are not automatically removed when their assignments are removed; this must be done manually.
- Manual Updates: You can manually add or remove people from the project team, even if they don’t have assignments, ensuring the team list stays accurate and up-to-date.
- Centralized Communication: The People tab allows you to send updates to all team members at the project level, making it a convenient tool for team-wide communication.
- Email Notifications: System administrators can activate email notifications for the project team, such as alerts for added documents, completed milestone tasks, or issues, ensuring team members stay informed.
- Project Involvement Tracking: Workfront uses the project team to identify which projects a user is involved in, enabling features like filtering projects by user involvement for easier navigation.
Next, you will learn how to update the task status to ensure accurate project tracking and reporting.