Workfront Tutorials
CREATED FOR:
- Beginner
- User
A library of training videos and articles designed to help you better understand Workfront features and settings. Included is a collection of best practices, curated exercises and other resources that will help both you and your organization be successful with Workfront.
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Transcript
What's new
- Add Planning to your instance
Learn what requirements are needed to add the Workfront Planning tool and make it visible to users in your instance. - Create a workspace
Discover how to create workspaces in Adobe Workfront Planning. - Create and manage table views
Learn to create, manage, and customize record type table views in Adobe Workfront Planning to enhance project organization and collaboration. - Create and manage a record type
Learn to create, import, and manage custom record types in Adobe Workfront Planning to organize and track work-related items efficiently. - Find and manage requests
The video on managing requests in Workfront Home demonstrates how to use filters, manage team assignments, create custom reports and dashboards, and clarify the meaning of "my" in different contexts for effective request management. - Use the Portfolio Optimizer to prioritize and manage work
Learn how to use the Portfolio Optimizer to compare and prioritize projects within a portfolio.
Most popular videos
Staff picks
Find and create layout templates Learn how to create a basic layout template. |
Learn how to make, view, and edit requests. |
Learn how to create a simple custom report. |
Workfront
- Workfront Tutorials
- Administration and Setup
- Organizational setup
- Manage deleted items
- Configure system defaults
- Layout templates
- What are layout templates?
- Find layout templates
- Customize terminology with layout templates
- Customize the Main Menu with layout templates
- Add and manage pins through a layout template
- Customize Home with layout templates
- Assign and manage access to layout templates
- Customize object areas with a layout template
- Customize project details with layout templates
- Customize project headers with layout templates
- Customize reporting lists with layout templates
- Email and In App Notifications
- Create and manage users
- Approval processes and milestone paths
- System performance and maintenance
- Project finances
- Custom Data
- Custom Forms
- Calculated expressions
- Get started with calculated fields and expressions
- Learn the data expression structure
- Understand Date & Time and Mathematical expressions
- Create ADDDAYS, ADDWEEKDAY, ADDMONTHS, ADDYEARS expressions
- Use the Calculation Editor
- Create DATEDIFF and WEEKDAYDIFF expressions
- Create a SUB, SUM, DIV, or PROD data expression
- Use the CONCAT expression in a calculated field
- Create LEFT/RIGHT expressions
- Use the ISBLANK and CONTAINS expressions
- Create an IF text expression
- Things to know about calculated field expressions
- Manage work
- Projects
- Understand basic project creation
- Navigate the project page
- Learn four ways to create a project
- Fill in the project details
- Get started planning a project
- Take a project live
- Get started managing a project
- Find projects
- Share a project
- Understand the project team
- Understand project communication
- View project information
- Track overall project progress
- Track work progress with project metrics
- Understand the Gantt view
- Understand the Board view
- Tasks
- Issues/requests
- Request queues
- Portfolios
- Approval processes and milestone paths
- Create and manage project templates
- Project timelines
- Close a project
- Project finances for users
- Intermediate projects
- Projects
- Reporting
- Basic reporting
- Understand reporting elements
- Understand reporting components
- Create a basic grouping
- Create a basic view
- Add basic conditional formatting to a view
- Create a basic filter
- Understand the new filter experience
- Create basic filter activities
- Create a simple report
- Create a task report
- Copy a report
- Create reports with charts
- Create a matrix report
- Create dashboards
- Send and share reports
- Understand report settings
- Intermediate reporting
- Create filters with user-based wildcards
- Create filters with date-based wildcards
- Create OR statements in filters
- Understand built-in project filters
- Understand built-in task filters
- Understand built-in issue filters
- Understand basic text mode for filters
- Understand basic text mode for views
- Understand basic text mode for groupings
- Create custom prompts
- Advanced reporting
- Calendar reports
- Enhanced analytics
- A moment with Product about Enhanced analytics
- Get started with Enhanced analytics
- How to access Enhanced analytics
- Understand basic navigation
- Understand work and people charts
- Understand filters
- Understand date ranges and timeframes
- Understand planned hours and duration views
- Understand actions: hover click and drag and click in
- Understand KPIs
- Understand navigating and reviewing projects
- Dig deeper using timeframes and additional charts
- Understand navigating and reviewing project activity
- Dig deeper into navigation
- Understand accessing and reviewing the burndown
- Review the tasks in flight
- Take action by making updates
- Understand the activity by team chart
- Understand a KPI comparisons use case
- Understand an end user use case
- Understand consulting guidance
- Basic reporting
- Manage resources
- Workfront Goals
- Workfront Planning
- Integrations
- Adobe Creative Cloud
- Adobe Experience Manager Assets Essentials
- G Suite
- Jira
- Microsoft Outlook
- Microsoft Teams
- Adobe Workfront for Microsoft Teams Overview
- Install Adobe Workfront for Microsoft Teams
- Access Adobe Workfront from Microsoft Teams
- Search for and share Adobe Workfront items in Microsoft Teams
- Create Adobe Workfront tasks from Microsoft Teams
- Submit Adobe Workfront requests from Microsoft Teams
- Manage Adobe Workfront notifications in Microsoft Teams
- Slack
- Fusion
- Welcome to Workfront Fusion
- Understand the basics
- Initial scenario design walkthrough
- Initial scenario design exercise
- Mapping panel and formula editor
- Mapping panel important notes
- Beyond basic mapping walkthrough
- Beyond basic mapping exercise
- Use filters
- Filters walkthrough
- Filters exercise
- Access previous versions walkthrough
- Access previous versions exercise
- Universal connectors and routing
- Universal connectors exercise overview
- Introduction to universal connectors walkthrough
- Introduction to universal connectors exercise
- Understand routers
- Routers walkthrough
- Routers exercise
- Common routing patterns
- Routing patterns walkthrough
- Routing patterns exercise
- Set-it and get-it
- Get/Set variables walkthrough
- Set/Get variables exercise
- Iteration and aggregation
- Execution history and scheduling
- Beyond basic modules
- Data structures and data stores
- Final functional bits and bobs
- Troubleshooting and error handling
- Workfront Fusion administration
- Design optimization and testing
- Workfront Proof
- Learn the benefits of proofing
- Understand the difference between a document and a proof
- Proofing viewers explained
- Administration and setup
- What is an automated workflow template
- Customize proof comment actions
- Customize proof decision options
- Understand email alerts and proof notifications
- Proof roles and email alerts
- Report on proofs
- Set default at risk proof settings
- Set up global proof settings
- Set default proof roles
- Set up proof account default settings
- Settings for proof users
- Upload proofs
- What is a proof version
- Who uploads the proof versions
- Convert a document to a proof
- View and compare proof versions
- Upload a proof version
- Manage proof versions
- Upload a proof of a video
- Upload a proof of a website
- Upload a proof with a basic workflow
- Upload a proof with an automated workflow
- Upload with a drag and drop
- Combine multiple files into a single proof
- Proof workflows
- Review and approve work
- Workfront DAM
- System setup
- Metadata and keywords
- Brand Connect customization
- Workfront DAM user: Contributor
- Understand Workfront DAM as a contributor
- Understand asset management as a contributor
- Understand finding assets as a contributor
- Understand lightboxes as a contributor
- Understand metadata and keyword best practices
- Work with assets as a contributor
- Send a file as a contributor
- Publish assets as a contributor
- Add a Workfront DAM link
- Brand Connect user
- Home
- Remove, add, and rearrange widgets in Home
- Find your work
- Organize your to-do list
- Prioritize your work
- Indicate work status
- Communicate about work
- Log hours on work
- Mark assigned work as complete
- Approve work in Home
- Collaborate on work with My Updates
- Review work in My Updates or Home
- Understand updates and notifications
- Agile
- Best Practices
- Agile
- API Explorer
- Business case and portfolio optimizer
- Communication
- Custom forms
- Custom reports
- Dashboards
- Documents
- Filters, views, and groupings
- Job roles
- Layout templates
- Licenses and access levels
- Onboarding and adoption
- Organization units
- Portfolios and programs
- Preview sandbox
- Project, task, and issue preferences
- Project templates
- Proofing
- Request queue
- Resource Planner
- Resource pools
- Scenario Planner
- Schedules
- Statuses
- System performance and maintenance
- Text mode reporting
- Timeline planning and management
- Timesheets and logging time
- Utilization
- Workfront Goals
- Workload Balancer
- Workfront for executives
Learn: Automating Workflows with Workfront Fusion - Unique Use Cases in Action
Workfront
Tuesday, Mar 4, 6:00 PM UTC
Looking for creative ways to use Workfront Fusion to solve business challenges? Join Pan Shahbazian of Starbucks as she shares three unique use cases that can transform your workflows.
RegisterThe Perfect Blend: A New Era of Collaboration with AEM and Workfront
Adobe Customer Success Webinars
Wednesday, Apr 2, 5:00 PM UTC
Explore how Adobe Experience Manager and Workfront integrate to help teams move from ideation to delivery without the usual bottlenecks, ensuring content is organized, on-brand, and ready to go live faster.
RegisterThe Future of Adobe Workfront
Join Adobe Workfront product leaders to get a sneak peek of the future of strategic planning and workflow in what is the most attended...
Tue, Mar 18, 3:30 PM PDT (10:30 PM UTC)
B2B Reimagined: Transforming Go-to-Market Strategies for Profitable Growth
B2B brands are facing a digital revolution. Buyers expect hyper-relevant content and self-service, while internally AI is transforming...
Wed, Mar 19, 1:00 PM PDT (8:00 PM UTC)
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