AI Assistant prompts best practices

Last update: Tue Sep 23 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Workfront’s AI Assistant is a powerful tool that can help you accomplish your work more effectively by offering useful information about your account data and specific object types.

In this article, you’ll learn about the current best practices for AI Assistant, including how to write clear prompts, which object types you can ask for information on, and how to access additional resources to verify information when needed.

For more information on AI Assistant, see AI Assistant Overview.

NOTE
As AI Assistant’s capabilities evolves, the type of requests and questions you can ask it will expand. We recommend revisiting this article as new AI Assistant capabilities are released to learn more about available prompts that you can use.

Object types available for AI Assistant

AI assistant can provide data for the following object types:

  • Portfolios
  • Programs
  • Projects
  • Tasks
  • Issues
  • Custom forms
  • Users
  • Workfront Planning records
NOTE
You must have the necessary permission in your access level for an object before you can request its data from AI Assistant.

Best practices

Enter clear prompts

To access the most useful information from AI Assistant, it’s important to create prompts that give you the response you’re looking for. The following list contains principles that can help you best formulate the appropriate prompts:

  • Do use clear and specific language: Avoiding vague and general prompts will help guide AI Assistant to the data you are trying to receive.
  • Do include timeframes: Giving AI Assistant specific timeframes for an object will help narrow down the data it needs to process and will result in more targeted information in its response.
  • Do ask for only one thing at a time: When multiple, unrelated requests are included in a single prompt, AI Assistant won’t be able to provide the right information.

For information about recommended prompts, see the following section in this article: Prompt examples.

Verify AI Assistant responses

At this stage in AI Assistant’s development, it’s recommended to verify the information it provides when asking for information about Workfront processes. You can do so by clicking the article link provided in the Sources section in the prompt response.

Sources section

For more information on prompts for Workfront processes, see Prompts to learn about Workfront actions in this article.

Prompt examples

The tables below contain examples of prompts you can use to generate information about your work and learn more about specific Workfront processes or actions you’d like to do.

Prompts to find information about your work

Object type
Prompt
Projects
What is the due date for [PROJECT NAME]?
Projects
What is the status of [PROJECT NAME]?
Projects
Who is the project owner for [PROJECT NAME]?
Tasks
Which tasks are assigned to me this week?
Issues
Which open issues are assigned to my team?
Users
Who is on the creative team for [PROJECT NAME]?
Users
How many tasks are assigned to [USER]?

Prompts to learn about Workfront actions

Object type
Prompt
Projects
How do I create a new project from a template?
Projects
What is the difference between a project and a program?
Tasks
How do I assign a task to multiple users?
Tasks
What does the Ready to Start status mean?
Issues
How do I convert a request into a task?
Issues
What is the lifecycle of an issue in Workfront?
Issues
How do I escalate a request?
Documents
How do I upload a new version of a document?
Documents
Can I set document approval workflows?

Current AI Assistant limitations

AI Assistant is a powerful tool, but there are certain types of questions and requests it can’t provide data for at this current stage of development. The table below contains examples of prompts that AI Assistant can’t display data for.

Prompt type
Example
Questions about customized configurations
What custom integration logic is running in our Workfront instance?
Questions about data outside of Workfront
Can you show me my Outlook calendar for today?
Questions about non-integrated Adobe products
How do I edit a PDF in Acrobat from here?
Questions that require human judgment
Should this project be put on hold?
Requests for bulk updates
Reassign all overdue tasks for [USER].
Requests for predictive analytics
Suggest a new project plan based on our historical data.
Requests for information above your access level
List all billing rates in the account.
Requests that contain vague information
Fix my project.
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