Manage work - getting started overview
Start your Workfront journey by learning to create and plan projects. Workfront recommends you keep things simple.
In this tutorial you’ll learn how to create a project, plan a project, manage a project, and close a project.
After completing this tutorial, we recommend Manage work - intermediate to further sharpen your project management skills.
PREREQUISITES
- Good understanding of using Workfront
- Standard license type with rights to create projects enabled
Create a project
Learn what a project is in Adobe Workfront, how to get it up and running, and the most common ways of creating a project.
- Create and manage a project from scratch - Learn the four steps to get a project up and running, the definition of a project in Adobe Workfront, and the most common ways of creating a project.
- Convert an issue or request to a project - Learn how to initiate the conversion from request to project and select the appropriate project template.
- Explore four methods to create a project - Learn how to create a project from a template, create a project from scratch, copy an existing project, or import a Microsoft Project file.
- Fill in essential project details - Learn the project details fields Adobe Workfront recommends you fill in when creating a project.
- Navigate the project page - Learn how to view the details of a project, what information shows in the task list, where to upload documents, and how to view the update history.
Plan a project
Learn how to set up a project timeline, identify the work that needs to be done, make assignments, and start your project.
- Manage a project with current status - Learn the five main components of a project, what the status signifies, how a View can help you see relevant information, and how to set the start or due date.
- Create tasks efficiently in Workfront - Learn several methods for creating tasks in a project.
- Understand parent-child task relationships - Learn how tasks are structured using a parent-child relationship in a project.
- Manage tasks efficiently in Workfront - Learn how to edit existing tasks, add and delete tasks, and change the task order on a project.
- Assign tasks from the project plan - Learn how to assign a user to a task using inline editing in a project.
- Understand task durations - Learn how durations affect start and completion dates of tasks, how durations factor into project timelines, and some best practices for using task durations.
- Sequence tasks effectively in Workfront - Learn what predecessors are and how they sequence tasks in a project. Then learn to use durations and predecessors to create a timeline.
- Understand planned hours - Learn what planned hours are in Adobe Workfront, why planned hours are important to your project, and how to add planned hours to tasks.
- Explore project timelines in Workfront - Learn how to schedule projects from a start or a completion date. Then learn how duration, predecessors, and task constraints affect the project plan.
- Understand date types and progress status - Learn how to select a view to compare Workfront’s different date types, and how to use progress status field.
- Estimate task hours with Work Effort - Learn how you can use Work Effort instead of planned hours in your project timeline.
- Take a project live - Learn how to take your project live using the project status.
Manage a project
Learn how to track project work and communicate with stakeholders.
- Manage a project with current status - Learn what your role is as a project manager and what to look at when monitoring project work.
- Find projects efficiently - Learn how to find your projects using pins, favorites, dashboards, and the Projects page.
- Share projects effectively in Workfront - Learn how to share a project so stakeholders and others interested in the project can have visibility into the work being done.
- Understand the project team - Learn What the project team can be used for and how to maintain it.
- Enhance project success through effective communication - Learn how to communicate about project work using updates on projects, tasks, issues, and documents.
- Explore filters, views, and groupings for project management - Learn how Filters, Views, and Groupings can make project information easily viewable to help you manage projects.
- Track overall project progress - Learn how the information displayed in the project header can help you track overall project progress and health.
- Track work progress with project metrics - Learn how to use project metrics charts to track progress on project work.
- Track progress using percent complete and progress status - Learn how to track the progress of work from the project timeline using percent complete, status, assignments, and task constraints.
- Update issue statuses effectively - Learn about issue statuses and best practices for using them.
- Update task status for accurate reporting - Learn how, why, and how often to update the task status.
- Explore the Gantt view for project management - Learn how to use the project Gantt chart and the task Gantt chart.
- Explore the Board view for task management - Learn where to find the Board view and how to use it.
Close a project
Learn how to close tasks and issues, complete approvals, record lessons learned, and close the project.
- Change the project status to complete - Learn how to change the project status to Complete, why to change it, and what to do if you can’t change it to Complete.
- Resolve task and issue approvals - Learn how to identify incomplete approvals and resolve them so you can close your project.
- Upload and manage project assets - Upload documents, proofs, and other assets to the project before closing it to ensure all relevant data is associated with the project.
- Record lessons learned for future projects - Learn how you can include a “lessons learned” task to identify what went well and what can improve the next time.
- Log and review project hours - Record outstanding hours and review logged hours before closing a project.
- Update finances for client projects - If your organization uses Workfront to keep track of project-related financial information, reviewing expenses and creating billing records may be part of your process for closing a project.
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