Navigate the project page

In this video, you will learn how to view the details of the project, how to use the task list, where to upload documents, and where to view the update history. Once you’ve created your project using your organization’s preferred method, the project page opens and is ready for you to start tweaking the project plan. Before you start making changes, let’s orient you to what you’re seeing. The area at the top of the project gives you key information with just a glance. The overall percent complete gives you an idea of how work is progressing. You also see who the project manager is, the planned completion date, or overall due date, of the project, the project condition, and the status of the project. The last one, the status, does two main things in Workfront. First, lets everyone see what stage of development the project is in, and second, it tells Workfront when to send out notifications and when not to send them. Above the project name is a great feature, the breadcrumb. This shows you where and how your project fits into the bigger picture, program and portfolio, at your organization. Each object in the breadcrumb is a clickable link that navigates you to the object, if you have been granted access to it. Let’s look at the final two icons in the header, the Favorites and the Menu. Clicking the Favorites star adds the open project to your favorites list, like bookmarking the project in Workfront, making it easier to get back to this project when you need it. Just click again to Unfavorite. The Menu lists all the different things you can do with the project. This ranges from editing the project details, to making a copy of the project, to recalculating the timeline after changes have been made. The main thing you’ll notice on the project page is the task list. Each task represents a step in the plan or work that needs to be done on the project. This could be writing a copy, running the numbers on a budget proposal, or signing off on the final production schedule. Sometimes your task list can get quite long, which makes looking for a specific task a challenge. Use the quick filter to find what you’re looking for. Make quick changes to a task by double-clicking into a field to activate the Inline Edit feature. Make your changes, then click out to save. To dig deeper into a task, open the Task Summary panel. This opens the panel on the right side, where you can access the task details, documents, and approvals. The side summary can be customized for your needs by your system administrator, so what you see here may be different than what is shown here. As you select different tasks in the list, the information in the summary panel updates accordingly. If you need more information than the task summary panel allows, just click the task name to open the task page. Get back to the project page with the breadcrumb at the top of the window. Each object in Workfront has its own left panel. From here, you can access different sections of project information. Hover over the panel to see each section name and icon. Click the icon at the top to expand or collapse the panel. Note, what you see in this panel may differ from this video because the left panel options can be customized by your Workfront system administrator. This takes you to your task list. This is usually the page that you will land on when entering the project. Project Details. Access native and custom project information by clicking the Details section. Your system administrator can customize what you see in this section, so the information you need is easy to find. Updates. Communication about the project is found in the Updates section. Enter your project level updates here, tagging other Workfront users who need to see the update. See what others have posted and use the reply button to respond to specific comments. Updates made on tasks, issues, and documents roll up to the Project Updates section. So, as a project manager, there’s no need to go digging through the items to find the latest updates. They’re all right here. Documents. Keep documents and proofs related to the project with the project through the Documents section. Documents and proofs can be uploaded at the project level with the Add New button. You can also upload files to individual tasks. Workfront recommends that you make sure any relevant documents are attached to a task before you assign it to someone. And just like the Updates tab, documents and proofs associated with a task roll up can be viewed from the Project Documents section, making it easier and faster to find relevant information. Now that you know your way around a project, you can plan and manage your projects with ease.