Prerequisites

You must install the correct plugin for the Adobe Creative Cloud application you’re using:

View details and custom form data

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

    Return to Work List

  2. Select the work item you want to view.

    TIP
    Use the Menu icon to go to the parent objects of the work item.
  3. Click the Details icon Details in the navigation bar to view:

    • Description
    • Planned Completion Date
    • Status
    • Assigned to
    • Project Owner (Projects only)
    • Custom form data

View Document Details

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

    Return to Work List

  2. Select the work item you want to view.

    TIP
    Use the Menu icon to go to the parent objects of the work item.
  3. Click the Document icon Document icon in the navigation bar, then double-click on a document to view:

    • Description
    • File Type
    • Proof Status (only available for proofs)
    • Version
    • Size
    • Custom Form data

View Proof Details

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

    Return to Work List

  2. Select the work item you want to view.

    TIP
    Use the Menu icon to go to the parent objects of the work item.
  3. Click the Document icon Document icon in the navigation bar, then double-click on a proof.

  4. Click the arrow icon in the top-right corner of the thumbnail to open the proof details in Workfront.

open the proof details page in Workfront.

View a proof’s status

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

    Return to Work List

  2. Select the work item you want to view.

    TIP
    Use the Menu icon to go to the parent objects of the work item.
  3. Click the Document icon Document icon in the navigation bar, then double-click on a proof.

  4. Scroll to the bottom to view the proof’s current status. For more information about Sent, Opened, Comment, Decision (SOCD) details, see Document Details overview.

Proof status

View subtasks and issues

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

    Return to Work List

  2. Select the work item you want to view.

    TIP
    Use the Menu icon to go to the parent objects of the work item.
  3. Click the Issue icon Issues icon or Subtask icon Subtask icon .

  4. Select the task or issue, then click the Details icon Details in the navigation bar to view:

    • Planned Completion Date
    • Status
    • Assigned to
    • Custom Form data
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Workfront