Navigate the project page

In this video, you learn:

  • How to view the details of the project
  • What information shows in the task list
  • Where to upload documents
  • How to view the update history
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 a 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 workflows. First, lets everyone see what stage of development the project is in, and second, it tells work front when to send out notifications and when not to send them. Above the project name is a great feature a 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 and workflow, making it easier to get back to this project when you need it, just click again to unsaved. 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 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 work front 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 on 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 work front 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 and to your project level updates here. Tagging other work site 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 improves can be uploaded at the project’s level with the add new button. You can also upload files to individual tasks. Work Front 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 rollup 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.

Key parts of the project page

The project page is filled with many features to help you manage your work. Work with your system administrator if there is an option you need but don’t see in your instance of Workfront. Here are a few of the main project page features to make note of.

Screenshot of project page

  1. Breadcrumb trail: Navigate through the program and portfolio hierarchy behind the project.
  2. Object type: Showing the object type on the landing page helps you identify what you’re looking at in Workfront. The “project” term is customizable by your Workfront system administrator.
  3. Project name: The name of the project that you’re viewing. Click the name to edit it.
  4. Project header: Standard information that’s available on all project pages.
  5. Percent complete: This updates automatically, based on the tasks completed in the project.
  6. Project Owner: At most organizations, this is the project manager. This is the person responsible for managing the project in Workfront and ensuring that it’s completed.
  7. Planned Completion Date: The planned completion date of the project is set by the project manager through the project timeline.
  8. Condition: The Condition is a visual representation of how the project is progressing. Workfront can automatically configure the Condition based on the progress status of the tasks in the project. Or Condition can be set manually through the project details.
  9. Status: The Status indicates where the project stands in the process: is the project still being planned, is the project in progress, or is the project complete.
  10. New Task: Click to create a task in the project. The task generates at the bottom of the list.
  11. Export: Export the task list or selected tasks to a PDF, spreadsheet, or tab delimited file.
  12. Left panel menu: Navigate to different information about the project with the left panel. Click the Task icon at the top to collapse the panel if you need a bit more space on your screen. Drag and drop the icons so the order helps you work efficiently. The options you see are set by your Workfront system administrator.
  13. Task list: The task list shows all the tasks that make up your project plan. The information visible about each task is determined by the view selected.
  14. Summary panel: The summary panel provides a quick look into information about the selected task. Click the ummary panel icon to open or close.
  15. Add More Tasks Click here to add another task to the bottom of the task list using inline edit.