Create groups and subgroups

Transcript

Everyone in an organization works towards a common goal, but not everyone contributes and works in the same way. Some work in marketing, some from sales, and in various other functions. These other functions or disciplines are collected into departments or divisions at your organization, and that doesn’t change when it comes to workfront. Other groups are defined as departments, divisions, or regions, and are the second-largest organizational unit in workfront. Most groups, to some degree, have their information and processes separated from others, even if there is cross-collaboration. For instance, your company goal may be to increase brand awareness nationally. The marketing department may do that through email campaigns, while the sales department starts increasing cold calls. Each has its own process and way of tracking progress toward that main goal. By creating groups in workfront, you can easily recognize work being done by each department through an avenue like project association and or user assignment. To add a group in workfront, you go to the setup area, select groups, click the new group button, enter the department or division name, then start adding the users in workfront who are part of that group. You do have to have at least one member, the group administrator, listed to create a group. Usually, the person creating the group is listed not only as a member, but the administrator of the group, which will be discussed later. There is an additional group structure called subgroups that are an optional way of creating workfront structure. For instance, you have the main group of finance. Within the finance department or group, there are several areas like accounting, financial planning and budgeting, and audit. Subgroups by default have to be created under a main group. To create a subgroup under a main group, check the box next to the main group, click the new subgroup button, enter the subgroup name, then start adding the users in workfront who are part of that subgroup. Note, any users added to the subgroup will, by default, be added to the main group. Users can be created later and then added to a group. Creating a group subgroup structure is one more reason to plan and map out your org structure before entering it into workfront.