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Project Management Best Practices

• Use Experience League for best practices.
• Ensure clear timelines, deliverables, and resource understanding.
• Use project templates to streamline processes.

Milestones and Gantt Chart

• Create and use milestone paths for tracking key project points.
• Attach milestone paths to templates or individual projects.
• Use Gantt chart views to visualize milestones.

Blueprints

• Blueprints help get started with dashboards, project templates, and organizational structures.
• They can be customized after installation.

Tracking Speed to Market

• Customize project views to track planned vs. actual dates and durations.
• Use custom reports for detailed tracking.

Adding Custom Columns

• Customize views to add columns from custom forms.
• Ensure correct fields are selected for accurate data display.

Integrations

• Focus on new priorities and planning features.
• Priorities help users focus on important tasks.
• Planning allows for custom record types and timeline views.

Resource Management

• Keep resource assignments and availability updated.
• Use workload balancer for efficient resource management.
• Reassign tasks strategically using drag-and-drop functionality.

Proofing Process

• Use automated workflows for proofs.
• Export marked-up PDFs from the proof viewer.

System Settings and Maintenance

• Use blueprints for system admin maintenance and cleanup.
• Regularly update project timelines and task durations.

User Adoption

• Encourage the mantra “If it’s not in Workfront, it doesn’t exist.”
• Use training and plugins to meet users where they are comfortable.

Request Queues

• Limit visibility of request queues through sharing settings.
• Use queue details to control who can add requests.

Communication

• Leverage Workfront’s built-in collaboration tools.
• Integrate with other communication platforms like Slack and Microsoft Teams.
• Use training to promote consistent use of Workfront for communication.