Fast and Functional: Blueprints in Adobe Workfront

Transcript

Welcome to today’s session, Fast and Functional Blueprints in Adobe Workfront. These sessions are hosted by the Scale Customer Success team, so we’ll share a little bit more about ourselves and who we are in just a second, but welcome.

If you are very new to our sessions, we do record all of our sessions just for the purpose of sharing them back with you. So you will get an email this afternoon with a link to the slide deck, you’ll get a link to the recording, you’ll get any resources that we share throughout today’s presentation. You don’t have to worry about taking screenshots as we’re talking. You will get everything in your email. It’s going to come from the cs at scale at adobe.com, which is just our customer success at scale email address that the three of us manage. From an agenda standpoint here, I’ll just do some quick introductions to get us started, and then we’ll jump into the meat of today’s discussion, which is really all around Blueprints. What they are, how to use them, how to install them, how to find them. We’ll go a quick overview, we’ll do an install together, and then we left some time for some Q&A at the end. But honestly, if you guys have questions at any point throughout this session, you should have access to a camera and microphone. It is being recorded in MS Teams, so you might have to accept some terms and conditions, but you should all have that option. So feel free to just raise your hand or just come off mute, and be like, hey, could you pause here for a second? Then we will wrap up with some resources and upcoming events.

Scale customer success team. This is Cynthia, Leslie, and I. I am Nicole Vargas. I have been with Workfront coming up on eight years now, in November will be the eight-year anniversary, which is crazy to think about. Like I said, I’m based in Utah.

Just happy to be here with you guys. I feel like this is something that was non-existent eight years ago in Workfront when I first joined. So something new and exciting that I hope all people take advantage of. So I’m going to be joined today by Cynthia and Leslie. Cynthia is going to be in the chat helping with the Q&A, and then Leslie is going to be co-hosting and presenting with me.

Should I say hello? Let’s do it. Okay, sorry. Hi, I’m Leslie Spear, former customer and I’ve been at Workfront for coming up on five years.

Yeah, as Nicole was saying, this is one of the newer things. I don’t remember if we had this when I was a customer. If we did, I didn’t use it, and it’s definitely become a staple. I know we asked in the registration form if you have used Blueprints and there’s quite a few of you who have not. So I’m really excited to share more with you guys because it’s a really great tool to have in your tool belt.

Yeah, that’s us. I know I said earlier we have an email address that you guys will get a follow-up email, but you can also please find us on the community forum. We’re pretty active there, and most people know us through our events. We host around 80 free Workfront events every year for customers. So chances are there’s at least one happening a week, if not more. So I know there’s a lot happening, especially in October and even November coming up. So be sure to just check out the events page on Experience League to see what’s happening. So I think Leslie is going to kick off today’s discussion. Yeah. Thanks, everybody. So let’s talk about what Blueprints are. So if you’re not familiar, these are pre-configured customizable objects. So they give you those basic building blocks for common use cases or repeatable work processes.

I mean, think about it like a building Blueprint. It gives you somewhere to start. I also like to think of it as like a crafting pattern, a crochet pattern. It gives you a guide and you can adapt it from there, but it kind of lays that framework for you. So it gives you the ability to not start from scratch, because I don’t know about you, but there are times where I’ve tried to do something new in Workfront and gone, I don’t even know where to start. That could be a report, a project template. There’s also organizational structures. So if you’re bringing in a new group, finance, a new marketing group, something like that, it’ll help you kind of think about what you need to have in place for those different things.

There is a list on experience league of all of the available Blueprints. There’s a few that we have requested get added that have been newly released and aren’t quite on that list yet, but there’s a list there. And we’ll talk about how to see the list that’s always up to date within your instance. But make sure to check back regularly. If you’re looking at that list on experience league, they’ll have new tagged in front of them if they’re new. So you can kind of keep an eye out for those to see what you might want to check out. But the cool thing about these is that they are fully customizable. So you can decide, I want this piece, not that piece. When there’s job roles involved, things like that, you can map them to a job role if it’s already in your system. If you don’t have it, it’ll create it for you.

It takes minutes or less, kind of depending on what it is. It’s super fast.

I know one of the things that gives a lot of people heartburn is like, I’m really worried about breaking my instance. It’s not going to break your instance. It’s just adding to it. But if you’re really nervous, you can always install it in your production or sorry, your sandbox environment. You have the option to do that, whether you want it in your live production environment or your sandbox. So you can test it out, play with it, make sure it’s going to do what you want it to do. But these are customer driven. We use insights from customers, from our teams to help guide what it should look like. If you’ve never done this type of project before, here are the steps outlined.

So yeah, it gives you a really great way to not start from scratch, to kind of see what others in the industry are doing. So let’s talk about how you access those blueprints. So the first thing you want to do is click your main menu and see if you see blueprints in there, like in that red square. If you do not see it in there, you may need to customize your layout template. So let’s talk about that for a second. All users, if it’s in their layout template, can browse the catalog of blueprints. And that’s something you can decide if you want to include that in their layout template or not.

I tend to lean towards, it’s maybe one of those really nerdy things that if you’re really into WordFront, you know, you’ll want to look through them, but your average user probably doesn’t. You can always add it later. But I would say keep it probably to your system admin for now. Those are the people that will actually be able to install the blueprints.

We’ll talk about this in a minute, but there is a way to configure a request queue. If you are allowing all the users to browse, they can kind of request that you install one for them.

So think about that from an adoption standpoint. Hopefully you have some layout templates that are role-based and you can add them that way.

But yeah, it’s in that main menu.

And I think Nicole’s going to talk about how to navigate that library.

Yes, apologies, I was on mute for a second. But yeah, I will also, when we jump into the demo, we’ll also just kind of quickly cover how to, again, kind of find blueprints in your WordFront instance and look at the main menu via layout templates. And so I will show that as we go. But most importantly, when you’re navigating the Blueprints library, we kind of highlighted a few different key areas that you will look at. And so the first thing is that when you open the Blueprints area of your WordFront instance, first thing you’re going to know is that it’s filtered by or organized in alphabetical order. If you have filters applied, you do have that option on your right-hand panel, but if there’s nothing selected, by default, it’ll go in alphabetical order. So your right-hand side, your filters, there’s sort of three or four different categories. You could go by use case, maturity level, installation status, and type.

I’m actually going to start off with maturity level because I think by use case, I imagine most people probably go by type first. You want to choose, like, do you want a project template? Do you want a dashboard or do you want an organizational structure? That’s probably where you start. Like, if I’m thinking about what type of object I’m looking to install in my instance, that’s probably the first thing you’re going to think about. So maybe go that route first. But then when you’re thinking about maturity level, and this one, transparently, it’s not necessarily required and something that was kind of put in there. But when you think about it, there’s sort of two different options. There’s the managed option and there’s an integrated option. And so managed is going to be your top to bottom, every imaginable task that could possibly include it. And these are more for project templates than they are for any other object in the library. So managed is going to be that comprehensive list of every single task that you have to think about to make sure that every single step is being covered. And so your integrated, on the other hand, is going to be sort of a, think of it as almost like milestone tasks where you’re just thinking, like, these are the key moments, these are the key tasks. And so it’s a very shorter, smaller list. So depending on how you structure your project templates in your instance, if you kind of have a sort of catch-all approach or a more simple, minimalistic approach, that’s kind of how you can define what the difference is between managed and integrated. You can also click into the details tab of a blueprint to actually see what’s in it. If you click on it, for like a dashboard, for example, it’ll tell you, like, these are all of the reports that are in there. These are all of the views. These are the filters. These are the groupings. You oftentimes can even see a preview of what the object looks like. And then you also have the option to configure blueprint requests. I know Lesley mentioned that just a second ago, but you do have the option if you are allowing all of your users to browse the blueprint library.

You can configure this to allow users to submit a request, and it’ll ask you which request queue you would like to use. Typically, it’d have to route to a system administrator since that is the only type of user that can install blueprints. I’m not sure that this is truthfully being used by many customers. And again, if you’re looking at it from an adoption standpoint, like Lesley said, most of the time, your users are probably not browsing the blueprint library. You want them in Workfront. You want them probably completing tasks, logging time, submitting issues, getting work done. You don’t necessarily need them browsing all of the different objects in Workfront. And so most of the time, users probably won’t have the blueprints icon in their main menu, and that’s okay. That could actually benefit you from just an adoption standpoint. I’m not gonna cover that really much today, just knowing that you have that option. If you do wanna go that route, it is available for you. So installing and customizing a blueprint. So it’s pretty simple. Like I said, these things can take upwards of what, 30 seconds, 60 seconds? Like it is quick. It’s gonna be a quick turnaround, but there’s kind of a few things you just wanna just take a look at before you just click Install and Begin. First thing is, especially if you’re looking at organizational structures or even project templates, it’s gonna ask you about mapping when you hit Install. And you have the option to just skip it and deal with that later, but also just think through it. Like, okay, who’s gonna be the owner? What are the job roles or the teams that need to be mapped to things that already exist in your instance? Is it gonna be active when you actually install it? And so I know we talked about choosing the different instances. You can choose your production instance. You can choose your sandbox preview, or if you have a sandbox one, you could always go that route. But just knowing that you have those different options, especially for organizational structures, that’s probably where I would recommend going, is going into your sandbox first, just so that you’re not messing with anything in your production instance, especially when it comes to users and their roles and their teams, just from a permissions and sharing standpoint. But for a project template and a dashboard, you can kind of go right to production. I mean, these aren’t going to delete anything. They’re not gonna overwrite anything. It’s basically just a new object in your instance. And so think of, you know, a dashboard is really just a summary of data in your instance. And so it’s not gonna, again, overwrite anything. So depending on what type of objects you’re gonna go with, that will kind of determine which environment you wanna go with. We talked about leveraging the preview area just to see what it looks like. Not all blueprints have a preview option. Just know that if it does, it just might be something worth checking out. It’ll kind of give you a screenshot of what the template or what the dashboard looks like, just so that you can see what it looks like. And you can always customize it afterwards. But again, just kind of giving you that quick visual.

There’s also like little information icons. And this is something that it took me a while to figure out. So I wanted to call that out, but it’s actually for the dashboards and even your organizational structures. And I’ll show you this when we jump into a demo here in just a second, but you can actually hover over these little eye information icons on your left-hand side. And it’ll give you more details about what’s actually included in the dashboard or the organizational structure or the project template, just to give you a better idea of what it is you are actually installing. And then most importantly is knowing that you actually always have the option of customizing a blueprint after it’s been installed. And we honestly recommend that you do that. So it’s not something that, blueprints are just giving you this foundation. They’re this starting point for you. They’re not a, you must follow this exact step-by-step instruction, or you must never customize your report that’s in there. It’s more of just like, hey, rather than having you build 12 reports to understand how people managers are looking at their team’s work, here, just go, download it. And then you kind of customize it based on what it is your organization needs. And so we’ll kind of jump through and install a blueprint here together. So if everyone just wants to open up their work for an instance, I will pause here and then get started. And then let me just see if there’s a question in the chat here.

There’s one about if the custom form name already exists in the system. And I was trying to think of a blueprint and I don’t know the- I believe so.

Does it give the option to rename that field? Yes.

Yeah, I mean, if something already exists in your instance, it’s not gonna, again, overwrite anything. You’re gonna be able to have to map something accordingly. I think for, especially the one with either the people manager, or I know there was one that was shared during skill exchange that has different custom form fields, you will be able to address that. So let me jump into a test drive here. And now that I’m thinking about it, I think my layout templates are broken. And so I might need to jump in, but this is where the Blueprints library is. And I’m having a feeling that I tried this earlier and it broke and now I am gonna assume. Okay, great. I will demo the how to add Blueprints to your layout template in just a second, but let’s actually open the Blueprints library first and actually look at all of the blueprints available. So I’m just gonna hit Clear Filter so that we can actually see everything. And like I said, everything is in that alphabetical order. It’s gonna have all of the different object types in here. I’m personally, again, the type of person who goes by filter by type first, just because depending on what I am looking for, this is kind of narrowed down my results sort of immediately. For the purpose of this demo, I’m gonna go the route of the dashboard. And for everyone who knows me, you know that I like reporting, I like dashboards, I like data.

And so this is where I’m gonna start here. I have installed a handful of these. So if I clicked installed, you’ll actually be able to see, these are the ones that I’ve already downloaded in my work for an instance, but I’m gonna go with not installed just so that we can walk through one together here.

This baseline dashboard is brand new. It just came out yesterday. I’m not gonna demo that one just now, because when we asked you guys some of your favorite blueprints in the registration, a handful of you guys had shared this people manager dashboard. And so I think this is one just to call out. You can actually get a series of reports in here that if you are managing a team, especially if you’re using the manager role, or you have a manager hierarchy set up in your work for an instance, this is a really great asset for you to take advantage of. And so when I hit the details tab, like I said, this is some, not all of them have this option, but you can actually click the preview. Again, it’s gonna give you a kind of a screenshot of what is included in here just to see. So if you wanted to just kind of zoom in and see like, oh, this is what’s included in here. If you’re more of a, like, I prefer a list view, this is where if you scroll down here on the left-hand side, you’ll actually see all of the reports that are in this. So it said it included, I think 12, it contains a single dashboard with 12 reports to give people managers visibility into their direct reports work. So if you scroll down on this left-hand side and you see report, these are all of your 12 reports. If you actually hit this little info, see report descriptions, this will actually give you more information around what actually is in this, what all of those 12 reports are, and how probably how some of the views, filters, and groupings are even pulled in. So all of your direct reports tasks completed last month, volume of tasks completed by user or by month. There’s active issues by user, which is open issues on active projects. And so this is something that if you just never were aware of that little info icon, you can sometimes, not all of them always have descriptions, but just know that you do have the option, like I said, of kind of digging a little bit deeper to see what’s in there.

I’m going to hit, I have not installed this, and you’d be able to see, if you did, you would actually have a history of what the blueprint, the day and time it was installed, I think it is, and who actually installed it. So if you did have anyone in your instance, if there’s multiple system admins, you’d be able to actually see that information here. So if I hit begin installation, I’m going to, this is a test drive, so like I said, for dashboards, for me, since they’re just sort of a summary of data, I always go the route of just installing right in my production environment. Again, you have the option of deleting this afterwards if you’re like, I actually don’t like this, or I want to rename this. But if you want to go the route of sandbox, totally okay. For this one, I’m just going to go the route of production, just so that I don’t have to navigate away.

But when I hit continue, it’s going to say, you don’t have any objects. For most reports, I know Monique, when she shared her active user, I think it was active user analysis reports in scale exchange, there is a custom field mapping. So just know that sometimes reports and dashboards do have that option for this one.

I’m just going to hit install as is. So it’s really just using native work front fields that every single person has. And when you hit install as is, ideally, it should go pretty quick.

Hopefully, it gave us about 30 seconds, but you can see here, it’s just going to be installed. And then the hard part, I always say, is actually finding the blueprint after it’s been installed. So we’ll give this another few seconds here, and hopefully it goes. But do we have any questions in the chat while this is loading? Or do we have any questions that anyone wants to raise their hand? All right, I think we’re good. And blueprint has been installed. So People Manager Blueprint has been installed, great. You can kind of see the different objects that have been installed. So there’s different views, filters, and groupings.

And again, you have all of the reports. So all of this information was sort of in your left-hand panel when you looked at the blueprint. And then this is your dashboard, your People Manager dashboard, you can see it’s installed. When you hit View Dashboard, this is sort of your quick and easy navigation to get through it. If you are like me, when you open this and you’re like, great, it’s been installed, and then you clicked Home, and then you thought, oh, no, well, now how do I actually go find that dashboard that I just installed after clicking off of that page? There’s a couple different ways that you can find objects, especially project templates and dashboards. And so you can go back into your Blueprints library.

For this one, we would click Installed. Since we just installed that, you could go back to the details.

And then you can see here, now you can see the installation history.

So if we hit See Details, we can go back, find View Dashboard. So it’s kind of a lot of clicks. That’s one route you can go. You can also, if you’re like, yep, I know for a fact I installed a dashboard. I can’t remember the name of it. You can go to Dashboards and click on All Dashboards. And if you click on this owner column, sort of sort it in descending order, the ones with a blank owner, which means, because these were not technically owned or created by a user, these are going to be your Blueprint dashboards. And so you can see here, this is our People Manager dashboard. This is one we just downloaded.

So you can access it here. Or if you’re like, nope, I remember it was called People Manager, People Dashboard, you know, maybe you can just search for it. And then, let’s see if I can find people. Maybe I have to search People Manager. All right, fine, we’ll go into Dashboards and then into our Advanced Search. So you can kind of find it different ways, at least for dashboards. Project templates are very similar. If you installed a project template through the Blueprints library, you could always go to the templates area. Same thing, click on your owner column. Anything that has a blank owner is going to be something that was pushed through from the Blueprints library.

And like I said, you could always search for it. Organizational structures are going to be a little different because you’re not necessarily searching for them. In this space, they’re going to be more in your setup area, but you can always go back into the Blueprints library and actually figure out what it is you installed and then kind of go from there. So I saw a question around just Sandbox. Oh, yeah. Can we talk about that a little bit? Yes. And the magical place that it is. Yeah, let’s do a deep dive on the Sandbox for a second. Yeah, so does Sandbox bring information from our instance into the Sandbox so we can test? So yeah, yes. So every organization has a Sandbox preview.

When you go into, am I crazy? Oh, here we go.

System and then preferences.

This is how you access your Sandbox preview. So your Sandbox preview is an identical replica of your work for an instance. However, it refreshes every week. So it’s really great for testing purposes, but if you want something long-term where you’re like, oh, I want to test this over three to four weeks or a month, or it’s going to take me longer to create something, if you don’t have access to a Sandbox one or a Sandbox two, these are something, they’re called custom refresh Sandboxes. They come with several work front packages. I don’t know if they come with all of them, but yes, everyone has access to a Sandbox preview. So you will be able to go in there. If you want to install a blueprint to your Sandbox preview, you can do that. There’s also the option of pushing objects from your Sandbox to your production environment.

But like I said, if you’re going to go the route of a dashboard or a project template, you’re not going to overwrite or you’re not going to delete anything. It’s not really going to be a huge hassle. Most people that go into the Blueprints library, and especially the folks that we asked on this call during registration, they were downloading or installing project templates and dashboards. Organizational structures at least gives you a starting point to look at.

But for most system admins, you’re probably a little picky, you want to build it from scratch on your own based on how you like to structure things. But hopefully that answers your question of, yes, everyone has a Sandbox preview. It has replica information. So if you did want to test things out, go in there, you have about a week before it refreshes. And if you do need to push anything from Sandbox preview or your Sandbox to your production environment, it is a possibility.

Nicole, Leslie, would you mind talking about also the best practice of maybe keeping what you install and then renaming? Yeah, I have that on the slide.

That question reminded me, so yeah.

I was gonna say, I think Leslie has that covered.

Fabulous. Yeah, honestly, I think it might be in maybe the next slide. So this is finding, and these are just sort of step-by-step instructions, things that we just covered in the demo. But yeah, I think this is where we’re at for next steps. And Leslie, I think you wanted to cover this, especially around making copies and renaming. Yeah, so that’s the tip in the bottom right corner. So we’ll just hit that now. One of my favorite things, you can always reinstall a blueprint. You can install multiple cases of it. But my favorite thing, especially with reports, is to create a copy of everything. Because as I’m tweaking things inevitably, especially while I’m learning, I will break it. It just happens. And it’s normal. So if I have that original copy, it’s easy to have it open on one screen and my new one on another screen and figure out kind of line by line, what did I do wrong? So I know Cynthia does that a lot as well. It’s nice having the original. You can absolutely write over it. You don’t have to keep the original. You can install it again. But I like to save the time and make copies.

It can make your instance a little messy. So things to consider, and think about your naming conventions. That’s the other thing.

I have reports that were like LS version two, LS three, LS four. Don’t do that. Be better than me. But let’s talk about now that you’ve installed them, things that you should think about, do depending on the type that you installed. So for those project templates, think about are there required custom forms that you’re using that need to be included? Do you need to adjust those task hours, the duration to match your processes, your speed of work, things like that? Do you use a milestone path? Do you need to assign some job roles or specific users to tasks? And you can always, once you have the template, you think you want it from that starting place, convert it to a project, see how it looks. Does it have everything you need? Is it showing up in the reports that you use? Or are you missing a custom form or something along the way? Think about the portfolios and programs. Did you need to have that assigned somewhere in the template? So think about those things for the project templates.

For dashboards, I’m going to jump that way.

Double check those views, filters, and groupings. You can make tweaks to those if they’re not quite what you want or need. For those dashboards, you can add a report of reports at the top, and that’ll act kind of as a table of contents and it’ll help you kind of move within. So that’s kind of a hot tip there. If there are reports within there that need to get to a certain team, you can always schedule reports if it’s something that you want someone to have regular access to or yourself. That’s a great thing to take a look at. And then once you’ve found it, we were just talking in the chat about like, how do you find it once you’ve installed it? Add it to your favorites or pin it or add it to your layout template if it’s something you’re using really frequently. So make sure that now that you’ve got it, you can find it without digging too much.

For those organizational structures, you’ll probably need to either add new users or move users into those companies, job roles, groups, teams, populate those new structures that you set up. If you are adding new users, I wanted to call out there’s a blueprint for training new users. It’s kind of by role. So if they’re more of a system admin versus a worker bee, there’s different levels and it’ll get them acquainted with the system. So that’s definitely a blueprint worth checking out. And for all of the above, make sure you’re double checking the sharing permissions. So who’s going to be able to edit, who’s going to be able to see all these different objects and make sure to take a look at those and give access to the folks that are going to need it.

So that’s that one.

Any questions? That’s a lot in one slide.

Do you want to talk about the report report? Yeah, so we kind of talked about using it as like a table of contents, but you can technically report on reports.

Nicole, I don’t know if you want to expand on that. I haven’t used them a ton.

They’re super fun to talk about when you’re like a report of report.

Yeah, I mean, I think that’s how, and I know that there’s some admins on this call who use them pretty regularly, but I like to think of reports as yeah, obviously you can report on reports in your Workfront instance. And so when you go to your reports area in Workfront and click on a new report, you have the option of choosing a report of a report. And the reason we call this out is because if you have a dashboard with say 12 reports on it, when you open that dashboard, you’re kind of just scrolling top to bottom trying to find the report that it is that you’re looking for where if you were to just create a report of reports and just say like, okay, show me all of the reports in this specific dashboard, and then you add that to the top of your dashboard, it’s kind of like a table of contents. And so that way, if you open a dashboard and you’re like, oh, I want to get to report number eight, active tasks by user, you can kind of just quickly know where it is on your dashboard, or you can even just click on it and it’ll take you to it directly. So that’s what a report report is. And I want to say there’s even a community discussion out there.

But yeah, I mean, I think it’s just helpful. I know someone had just shared in the chat here around like you can add the report description in there, or you can group by type. And so depending on what it is you’re looking for, it’s sort of, again, just a quick, here’s an FYI of everything that’s put in this dashboard. So for the person who says, I don’t see Blueprints in my main menu, let me open up a different instance here so that I can show you, let me find my username now, that’s the tricky part.

And I’ll show you how we can customize a layout template so that if you don’t see it, oh, great.

Do you want me to share mine? No, I think I, no, no, I got it.

All right, apologies here. Okay, so I had my main menu over here. If you are on admin culture, you’re likely going to see it over here. So if you go into your setup area and then click on interface and then layout templates, I’ll just create a new layout template just for the purpose of this. Or I guess if you want to customize one for a specific user, you’re like, oh, they don’t actually see Blueprints in their main menu. This right-hand corner set main menu, this is where you can customize it. So say for example, this person, this Blueprints was not there. You would just hit this little plus sign, now it’s added. And then when you hit save, now every user who had that, I forgot which one I clicked on, all of the users who this is maybe assigned to. So Teresa, when she logs in, would now see Blueprints in her main menu.

Yeah, so you’ll want to look and see what layout template you have and either create a new one or adjust the one that you have if it’s okay for everyone that has the same one as you to have Blueprints.

Great question. And apologies that I had to get there again.

And earlier in the slides when we talked about that, there is a link to how to do that step-by-step in the documentation if you need reference to that. So you’ll get a copy of that in the email. All right, let’s talk about a couple of the recently released Blueprints. So these are the new ones. We were already talking in the chat about the active user analysis report. So this is one that Monique talked about in her skill exchange session. So it kind of gives you some insight into your users, how they’re configured and great reports in that one. The baseline dashboard.

We get questions all the time about how do you measure when projects are slipping, things like that. This would be a great one to check out. It gives you some different reports, four different reports to show you what that looks like. So that could be worth checking out. And then work front training for new users. We talked about this one as well, that there’s three different personas, project manager versus worker versus a requester. That’ll give them kind of some tasks to do. It’ll show them like, hey, click on the eye icon and change your view on this project. So you can see the URLs and everything that you need to complete this training. So that’s a really great option that you can take a look at and you can customize too. If you have your own training materials, you could work that into the template, but again, it gives you that starting place of a Blueprint of here’s what you can cover. So those are new. Let’s talk about our favorites.

These are ones that get referenced all the time in our events. They come up regularly. So if you don’t have these, definitely recommend checking them out. The system admin maintenance dashboard. This gives you things that might need to be cleaned up, looked at over time. Great, great dashboard, lots of reports in there. Probably one that would benefit from the report of reports in that one. The people manager dashboard, we get asked all the time, how does a manager see all their direct reports work? Definitely check this one out. Offboarding, if you have someone that’s leaving, what do you do with all their tasks and assignments and things that they own? This gives you a great way to put in their username and see all those different things. You can reassign them or take a look at those, close them out, whatever you need to do.

If you ever inherit an instance, it is a totally interesting world going from one instance to another. So this is a great checklist to walk you through different things you should look at, to understand how it’s set up, things you should do.

And then value realization. So it’ll give you a bunch of reports to see how work is flowing through Workfront. So those are ones, definitely recommend checking those out if you are wondering where to start. Those are some quick wins.

We would love your ideas. We’re always adding new blueprints. So if you guys have things that you’d want to see, throw them in the chat. We would love to know what you’d be searching for, project templates, reports, organizational structures. What would you use? What do you need? So please drop those in the chat or feel free to email us at any point. If you come across something later, let us know. We can definitely look into that for you. But I think with that, we can open up to Q&A. Yeah, there was actually a question in the chat that was around, are we able to remove any of the reports? Like first, we talked about the people manager dashboard. That was sort of the example that we went through. And so this is the dashboard that we installed through Blueprints. So 100%, yes, if you’re like, some of these are not applicable to me, we’re not using this area of Workfront, or hey, I’d actually like to see this in a list view versus a chart, you can for sure customize, delete anything you would like to do. So we talked about maybe creating copies of everything. Workfront has 12 reports in it. If you were to delete a report, it’s going to delete it all together. So you’re going to have to make copies of all of the 12 reports. That would be sort of the downside of creating a copy. But if you, for whatever reason, you’re like, nope, we definitely don’t need this. We don’t even use this area of Workfront. You can edit a dashboard. And if you’re like, nope, we don’t even log time, or people don’t even put their time off in Workfront, for example, you can just click on Edit Dashboard. You can change the layout of it. You’re like, actually, I would prefer to see sort of two columns, or maybe this one is most important. I want maybe my time off, everyone’s time off as the first thing that I see on the list. So you can absolutely customize them if there’s things that you don’t want. You can go in and download them or delete them. So these are for sure all fully customizable. If I just save this now, you’ll see a different layout here.

But like we said, I mean, I don’t know that I have much data here in my Workfront instance, but know that if you ever wanted to go into a report and customize any of the views, filters, groupings, like I said, maybe you want a detail view versus a chart view you can always go in and sort of customize it to your needs. This is just giving you that foundation, that starting point. You have the freedom to design these to match how your organization works.

And okay, so then questions around like, are there any dashboards? And I know people had shared around the objects that were created, but not accessed. Yes, there’s the system administrator maintenance dashboard. That’s a really great one. That one’s really great for cleanup efforts. I want to say it used to be called the usage dashboard, if I remember correctly, unless those are two different, oh, here we go. Here’s the usage dashboard.

So this one is a single dashboard with 11 reports with system administrators to understand whether configuration is being used as expected. So this one, if you’re trying to understand like are people accessing documents, are people logging time, are people completing, or how many tasks have we created? Like this would be sort of an understanding overall system usage, if you want to look at it from a cleanup and maintenance perspective around like, how do I audit my system, so that everything is sort of up to date. There is the system administrator maintenance dashboard. So those are sort of your, they kind of go hand in hand, truthfully. So I would recommend both of those.

I don’t know if you want to open up like the departing user. I think that one’s installed at least in Cynthia’s. I don’t know about this one.

Which one? Yeah, that one. This one? I believe I installed it, so. Yeah.

I just, I thought we could touch real quick on prompts. This is one for prompts. So if you’re not familiar with prompts, it’s something you’ll get very well acquainted with as you’re getting used to reporting. For this one in particular, if you know who’s leaving, which hopefully you do if you’re doing this, I would do equal, and then you can start typing a name and it should start to auto populate.

So that’s just a quick, if you haven’t used a prompt before, that’s what that looks like.

Oh, thanks for that, Monique. Apparently they talked about it in the Michigan Workfront User Group.

If you go to, which we can drop a link in, for the user groups, you can go into the Michigan User Group and there should be a link to that recording.

So that’s good to know. Thanks, Monique.

All right, I think there was a, oh, I was gonna say another question around understanding if users use certain features. Yeah, the usage dashboard would be a great option for you to understand what people are or are not using in the system. Let me see if I’ve installed this one.

So this one’s, okay, so you can see everything in here. Last login by month, demand by type. This is how many issues or requests have been submitted, projects entered. So this is, again, really just understanding what of all the different objects in Workfront, and I’m not sure this is fully encompassing of everything from portfolios to risks or even expenses, but you can absolutely create different reports and add them to this dashboard if you’re like, oh, this is something that we use that wasn’t included. But this will definitely give you a starting point to say, okay, what are some of these objects? Like, this is task completed, notes, documents. So it kind of gives you a wide variety of different areas in Workfront that are and aren’t being used so that, yeah, you can always make sure everything is up to date.

I’m gonna see if I can grab that session link real quick for the Michigan.

Why you do that just really quickly to the couple of people that can’t see the baseline, it is live, so that, in my opinion, is ticket worthy.

So I’m wondering if we should just have folks open a ticket because it’s odd that they’re not seeing that one blueprint.

Yeah, I think you’re right. Just make sure you don’t have any filters applied.

Because sometimes if you click up something, for instance, and then you navigate away from blueprints and then come back I think your filters are pretty sticky here. So if you just hit Clear All Filters, then you’ll be able to, or even just go down to the Dashboards area since we know it’s a dashboard, it should be right here. So hopefully that, but yeah, if you’re like, nope, definitely don’t see it, for sure submit a ticket to customer support and they can help you. I would also say that this is just in general for work front troubleshooting. When there’s weird things, when I can’t see something that I should be able to see, I always try another browser or an incognito window or both. Sometimes code kind of gets stuck or it’s a little weird. If you can clear your cache, do that. I hate doing that because that makes me log into all my websites again. But that’s another thing you can try if you’re not seeing those things, if you want to try that before you reach out to support, because that’s probably one of the things that they’re going to have you do first. So worth a quick try on that.

Yeah, I mean, I can put this link in the chat and see if you guys, you can. So you would just change that csscale.testdrive to your name .my.workfront. Yeah, I guess it, yeah, well, at least just like you can copy this ID here. So for example, if you were to open any blueprint, for example, like if you were to open the blueprints area of your own work front instance, open anyone, and then just sort of swap this out with the one that I’m going to put in the chat, then maybe it’ll work.

But like I said, support will be able to help if not. A couple of things I want to just highlight, and then we’ll leave, for sure, leave the rest of the time up for you guys for questions. Most importantly is congratulations to our inaugural class of the 2025-2026 Adobe Workfront Champions. These are about, I think there’s 37 of them this year for the first ever Workfront class. So honestly, proud of every single person here who applied. And even if you didn’t get accepted, there were so many great applications that were coming through. But you’ll be seeing a lot more of these Adobe Workfront Champions over the next year. They’ll have a bigger voice around the community forum and events and really just sharing their advocacy opportunities across the Adobe community. So congratulate these folks, like them on LinkedIn, be looking out for them on the community forum because these are some of Workfront’s top contributors and people who are just super passionate about sharing their expertise with the community. So, oh, I went backwards for a second. Upcoming events. And so there are, like I said, a handful of upcoming events happening across, into September and even into October and probably even early November at this point. But like I said, there’s probably about 15 events around this list. I’m not going to cover all of them, but there’s things ranging from that are reporting focused to fusion focused to admin chats and collectives that come with your questions, your problems, let’s brainstorm and collectively solve them together. The one that I am going to call out is for sure, the October 9th, which is your fourth quarter release webinar. This is going to be hosted in partnership with the product team. So know that you’re going to have a release happening second or I think it’ll happen one week after the event. So the 17th that week. But we always do it one week before the event happens or the release happens that you guys are enabled on what’s happening, what’s changing, what’s deprecated, you can ask questions to product. So keep an eye out for that. And then the October 21st, and I know they just rescheduled it to the October 27th for the APAC in India folks, but the Workfront second half roadmap webinar. This is kind of where you can get insight into what’s happening into the world of product. They host a 45 minute sort of info session on, yeah, what Workfront is going to be addressing in their roadmap for the next year or so. So check that out. There’s a handful of sessions here being hosted in partnership with customers.

What else is in here? Oh, there’s some exist statements. So if people are like, oh, I want more reporting for those advanced reporting folks, that’s going to be a great session. There’s a text only community event. So if you’ve never joined an AMA, which is an ask me anything in the community, text only, think of it as like a Reddit thread where you post a question, you’ll get a response during a one hour timeframe. You can post questions now, just know that you’re not going to get a response until October 29th, but I’m pretty sure I saw both Monique and Kirsten on this call, community advisors, Workfront champions who are going to be hosting that one.

What else do I have for you? Okay, the roadmap webinar, I already talked about that, but just encourage you to register Skill Exchange. If you guys did not attend Skill Exchange in late August for Workfront, it was kicked off with a keynote from the product team, but then there was sort of a learn and a growth track, which is think about it as like beginner, intermediate to advanced, depending on your Workfront expertise or what it is you’re looking for. So there’s things from user management to fusion, to Workfront center of excellence like governance. And so all of these sessions are available on the community forum. We linked everything here for you with several discussion thrice. So if you have any followup questions, you can absolutely just connect with the folks who led those sessions via the community forum. And then most importantly is user groups. I think that people were talking about a Michigan user group and how that one talked about report prompts or whichever user group it was. These are customer led Workfront events. They’re a way for you to network, connect with peers in your area.

There’s a handful of cities that have already started across the United States for Workfront user groups. There’s probably more that are happening in the works every week or so. But ultimately it’s just a way for you to just connect and connect, network and connect with people, other Workfront admins. And sometimes they’ll be offered virtually, sometimes they’ll be offered in person. So if you are interested, I really just encourage you to just join a community. If you don’t see your city listed and you’re like, I don’t have one in my city, then reach out, Julie Wilson, she leads the user group program. She’s always looking for volunteers to help start up a new chapter. So yeah, I think that’s honestly all we have for you guys today, other than sharing your feedback. And Cynthia very timely in the chat here, posting the survey. So yeah, if you guys are just able to share your anonymous feedback on today, we would love to hear from you, but otherwise seven minutes left on today’s session. We’ll just open it up for Q&A. Just a few quick notes from the chat, the Michigan user group, the video is not posted yet. So check back, Monique is gonna reach out to them and see if it’s gonna get added there. Oh, literally in the works. Thank you, Monique. So hang on to that link and check back. It should be added there.

Is there something else? Maybe not. What other questions can we answer for you guys? Hopefully you have lots of great new blueprints to go try out.

Maybe Leslie and I, we just did such a good job explaining blueprints and you guys are like, I am gonna go download all of these right now, then perfect.

Is there a way to add yourself as the owner of a blueprint? No.

Blueprints, whenever you install them, you’re gonna notice that the column, like I said, for owner is always going to be blank. The only way for you to sort of set an owner is if you were to basically copy the project template or the dashboard or all the reports within, and then recreate it as your own so that you would be designated as the owner. So that’s the only way to, there’s no way by just installing it to designate yourself as an owner. You’d have to create a copy.

That might be a good idea to throw in the community if that’s something you want.

All right, well, why don’t we do this? We’ll just give you guys five minutes back in your day, hopefully a gap between your next meeting. And so keep an eye out for a follow-up email from us. Hopefully later this afternoon, we’ll do our very best to compile everything from today’s session and send you guys an email with links to slide deck recording, resources, anything else from the csatscaleatadobe.com. Hopefully you guys have registered for some more events later this month and into October, so we’ll see you soon. But most importantly, guys, thank you as always for joining today’s session, asking questions, and for the folks who answered, helped answer questions in the chat, we really appreciate it. So hopefully you guys learned something new today, and we appreciate everyone’s time. We’ll be in touch.