Create template from project
Last update: July 13, 2023
- Topics:
- Work Management
- Projects
CREATED FOR:
- User
You can create templates when you save an existing project as a template.
After you save an existing project as a template, you can use the new template to create new projects. This simplifies and expedites the project creation process.
NOTEWhen saving a project as a template, the actual dates of the tasks and of the project do not save for the template.
A template and its tasks do not have actual dates, but rather an indication of which day (from when the future project might start) a task might start and on which day the task might need to complete. When using templates to create the future projects, the projects will receive actual dates. For information, see Create a project.
Access requirements
You must have the following access to perform the steps in this article:
| Adobe Workfront plan* | Any |
| Adobe Workfront license* | Plan |
| Access level configurations* |
Edit access to Templates Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels. |
| Object permissions |
View or higher permissions to a project You obtain Manage permissions to the template after you create it For information on requesting additional access, see Request access to objects. |
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Create template from project
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Go to the project that you want to save as a template.
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Click the More menu
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Specify the following information for the template:
Name Specify a name for the template. Description Provide a description for the template. Is Active Select from the following options:
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Yes: Other users can find the template and attach it to projects.
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No: Other users cannot find the template and cannot attach it to projects.
Custom Forms Use the drop-down list to select any custom forms to attach to the template. If any custom forms have already been associated with the project, all of the data fields from those custom forms are displayed.
You can include up to 10 custom forms on a single template. -
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Click Manage Forms to remove or reorder the forms. For information about how to remove and reorder custom forms on the template, see Custom forms.
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Click Next Step.
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In the Options section, select the checkbox beside any information you want to clear from the template.
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Click Next Step.
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In the Exclude section, select any tasks that you want to exclude from the project.
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Click Finish and Save Template.
Your template now appears in the list of available templates and can either be attached to an existing project or used to create a new one.
More help on this topic
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- Grant administrative access
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- Grant access to projects
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- Customize Adobe Workfront
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- Custom branding in Adobe Workfront
- Layout templates
- Layout templates
- Default Workfront layout
- Create and manage layout templates
- Customize the Main Menu
- Customize object headers using a layout template
- Customize the left panel
- Customize the Details view
- Customize the Summary panel using a layout template
- Customize new Home
- Customize pinned pages
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- Brand Workfront
- Test a layout template
- Administrative access for layout templates
- Assign users to layout templates
- Copy a layout template
- Delete the Classic layout templates using an API call
- Custom forms
- Custom forms: article index
- Custom forms overview
- Design a custom form
- Manage custom forms
- Manage custom forms and fields: article index
- Add or delete object types from an existing custom form
- Rename a custom form
- Configure sharing for custom fields and widgets in a form
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- Rich text field storage in the API
- Statuses and priority labels
- Create custom statuses and priority labels
- Statuses overview
- List all project statuses
- Overview of system project statuses
- List all task statuses
- Task statuses
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- Create or edit a status
- Change display order of statuses
- Locked and unlocked system-level statuses
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- Share a project in Adobe Workfront
- Share a task
- Share an issue
- Share a template
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- Share a document
- Share a document folder
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- Remove permissions from objects
- Manage your account and profile
- Mobile Apps
- Mobile Apps
- Use the Adobe Workfront mobile apps
- Use the Adobe Workfront mobile app
- Adobe Workfront for Android
- Be an Android beta tester
- Adobe Workfront for iOS
- Be an iOS beta tester
- Home area widgets
- My Work section in the mobile app
- Adobe Workfront Boards for mobile
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- Share and download proofs in the Adobe Workfront mobile app
- Comment on proofs in Android
- Comment on proofs in iOS
- Adobe Workfront for Mobile Device Management (MDM)
- Configure Adobe Workfront for MobileIron
- Approvals in the Adobe Workfront mobile app
- Use Adobe Workfront View
- Tips, Tricks, and Troubleshooting for Adobe Workfront Mobile Apps
- Tips, Tricks, and Troubleshooting for Adobe Workfront Basics
- Tips, Tricks, and Troubleshooting for Adobe Workfront: article index
- Your quick guide to finding help in Adobe Workfront
- Change the format for dates in Adobe Workfront
- Contact Customer Support
- The Adobe Workfront Community
- The Adobe Workfront Status site
- The Innovation Lab
- Working across time zones
- Workfront Proof Manager permissions troubleshooting
- Filter buttons do not display in page headers
- Projects I’m On filter includes unexpected results
- Multiple browser tabs cause Workfront to log out
- How to share objects without generating notifications
- Agile
- Agile
- Boards overview
- Get started with boards in Adobe Workfront
- Get started with boards: article index
- Workfront Boards video demonstrations
- Boards early feature opt-in
- Use the boards dashboard
- Create or edit a board
- Delete or archive a board
- Add or remove members from a board
- Manage board columns
- Add an ad hoc card to a board
- Use connected cards on boards
- Add existing tasks or issues to a board
- Manage cards
- Manage subtasks on boards
- Manage checklist items on cards
- Add documents on cards
- Customize which fields are displayed on a card
- Delete or archive a card from a board
- Filter and search in a board
- Add tags
- Boards email notifications and preferences
- Use agile planning tools in boards
- Agile planning tools overview
- Manage the work in progress (WIP) limit on a board
- Add an intake column to a board
- Use groups on a board
- Configure card falloff
- Migrate agile team Kanban cards to Workfront boards
- Manage workstreams
- Use the card list
- Create an iteration in a workstream
- Configure the backlog on a workstream board
- Review iteration metrics
- Agile overview
- Get started with agile in Adobe Workfront
- Kanban in an agile team
- Kanban in an agile team
- Kanban overview
- Add a subtask to an existing story on the Kanban board
- Add existing tasks or issues to the Kanban board
- Assign users to a story on the Kanban board
- Edit story information
- Filter by user on the Kanban board
- Add stories and issues from the Kanban board
- Manage the work in progress (WIP) limit on the Kanban board
- Reorder stories on the Kanban board
- Update the status of stories on the Kanban board
- Use flags on stories on the Kanban board
- Add the backlog to the Kanban board
- Delete story from Kanban board
- Scrum in an agile team
- Scrum in an agile team
- Burndown
- Iterations
- Scrum board
- Scrum board
- Scrum board overview
- Add a subtask to an existing story on the Scrum board
- Assign users to a story on the Scrum board
- Categorize stories by color on the Scrum board
- Change the order of stories on the Scrum board
- Filter by user on the Scrum board
- Add stories and issues from the Scrum board
- Manage stories and issues on the Scrum board
- Update the status of stories and subtasks on the Scrum board
- View and edit story information on the Scrum board
- Work in an agile environment
- Tips, tricks, and troubleshooting for agile
- Documents
- Documents: article index
- Add new documents to Adobe Workfront
- Manage documents
- Manage documents
- The Documents area
- Document Details overview
- Summary for documents overview
- Preview documents
- Document approvals and proofing
- Add an update to a document
- Add or edit a custom form to a document
- Copy and share a link to a document folder
- Upload a new version of a document
- Manage document versions
- Check out documents
- Download Documents
- Move documents
- Check document storage limits
- Delete Documents
- Paste images from the Clipboard
- Edit documents in bulk
- Organize documents
- Workfront and Experience Manager Assets Integrations
- Workfront and Experience Manager Assets Integrations
- Workfront for Experience Manager enhanced connector
- Workfront for Experience Manager enhanced connector
- Workfront for Experience Manager enhanced connector overview
- Workfront for Experience Manager enhanced connector metadata overview
- Link assets and folders with the enhanced connector
- Send a Document with the enhanced connector
- Proof a linked asset with the enhanced connector
- View or download a linked asset with the enhanced connector
- Adobe Workfront for Experience Manager Assets and Assets Essentials
- Adobe Workfront for Experience Manager Assets and Assets Essentials: article index
- Overview of Adobe Experience Manager Assets integrations
- Link assets and folders from Experience Manager Assets Essentials
- View mapped metadata for Experience Manager Assets or Assets Essentials
- View or download a linked asset from Experience Manager Assets or Assets Essentials
- Send a Document to Experience Manager Assets or Assets Essentials
- Proof a linked asset for Experience Manager Assets or Asset Essentials
- Create a folder linked with Experience Manager Assets or Assets Essentials
- Unlink or delete assets and folders from Experience Manager Assets or Assets Essentials
- Use workflows in the Experience Manager Assets Essentials integration
- Use Workfront Fusion to convert a Workfront issue to a project that includes Adobe Experience Manager workflows
- Troubleshoot the Adobe Experience Manager Integration
- Migrate from the legacy or enhanced connectors
- Migrate from the legacy or enhanced connectors
- Migrate from the legacy or enhanced connector to Workfront for Adobe Experience Mangaer as a Cloud Service integration
- Migrate from the legacy connector to the enhanced connector
- Uninstall the Workfront with Adobe Experience Manager legacy connector
- Uninstall the Workfront with Adobe Experience Manager enhanced connector
- Migrate linked folders and documents
- Manage Work
- Manage work
- Projects
- Projects: article index
- Plan a project
- Plan a project: article index
- Plan a project overview
- Determine Work Breakdown Structure in a project
- Project Team overview
- Manage the Project Team
- Budget and schedule project resources
- View project Planned Hours in the Role Allocation panel
- Overview of project owners and sponsors
- Update project owners and sponsors
- Designate Resource Managers for a project or template
- Overview of the project Actual Completion Date
- Overview of the project Actual Start Date
- Overview of project Duration
- Project Update Type overview
- Understand and update project priorities
- Set the project Planned Completion Date
- Overview of the project Planned Start Date
- Overview of the Projected Completion Date for projects, tasks, and issues
- Project Progress Status overview
- Overview of the project Projected Start Date
- Create projects
- Update work on a project
- Update work on a project: article index
- Apply statuses to work that is associated with a group
- Update task status
- Update issue status
- View and update Percent Complete for tasks
- Commit Date overview
- Update Commit Dates on tasks and issues
- Interactions between the Commit Date and the Planned Completion Date
- Update Condition for tasks and issues
- Update Condition for a project
- Manage projects
- Manage projects: article index
- Edit projects
- Copy a project
- Save a project as a template
- Delete projects
- Recover a deleted project
- Export a project to Microsoft Project
- Map Microsoft Project fields to Adobe Workfront projects
- Recalculate project timelines
- Change the status of a project
- Select the project Update Type
- Require time to be approved for a project
- Manage information in the project Overview area
- Overview of Project Condition and Condition Type
- Set the Condition Type of a project
- Remove users from projects
- Schedule resources for a project
- Communicate with Project Team members
- Manage a project in the Agile View
- Overview of project metrics
- Project limits overview
- Summarize updates with AI Assistant
- Create and manage project templates
- Create and manage project templates: article index
- Project template overview
- Create a project template
- Create project templates from examples
- Browse the blueprints catalog and request installation of blueprints
- Copy a project template
- Attach a template to a project
- Copy and move template tasks
- Edit project templates
- Edit a template task
- Create template from project
- Share project templates
- Delete project templates
- Remove template information from a project
- Overview of Start and Completion Days in a template
- Overview of attaching a template to a project
- Define a Business Case
- Define a Business Case: article index
- Overview of the Areas of the Business Case
- Create a Business Case for a project
- Approve a Business Case
- Overview of Business Case financial fields
- Create Business Case goals
- Budget resources in the Business Case
- Budget resources in the Business Case using the Resource Planner
- Budget resources in the Business Case using the Scenario Planner
- Apply a scorecard to a project and generate an Alignment Score
- Attach a Custom Form to a Business Case
- Create and edit risks on projects
- Export the Business Case of a project
- Project finances
- Project finances: article index
- Project finances fields
- Recalculate project finances
- Project finances included in project baselines
- Manage information in the project Finance area
- Change the project currency
- Track costs
- Manage project expenses
- Overview of Billing and Revenue
- Create billing records
- Override Project-Level Billing Rates with Company-Level Billing Rates
- Overview of overriding Job Role Billing Rates and calculating Revenue on a project
- Override Job Role Billing Rates at the project level
- Attach a rate card to a project
- Overview of project Planned Benefit
- Set the Performance Index Method (PIM)
- Calculate Return On Investment (ROI)
- Calculate Schedule Performance Index (SPI)
- Calculate Estimate At Completion (EAC)
- Calculate Potential Risk Cost
- Calculate Net Value
- Calculate Cost Schedule Performance Index (CSI)
- Calculate Cost Performance Index (CPI)
- Calculate Budgeted Cost
- Calculate Budgeted Cost of Work Performed (BCWP)
- Calculate Budgeted Cost of Work Scheduled (BCWS)
- Understand Budgeted Labor Cost and Budgeted Hours for projects
- Calculate Planned Labor Cost
- Tips, tricks, and troubleshooting for projects
- Tasks
- Tasks: article index
- Task information
- Task information
- Tasks overview
- View Actual Hours
- Task Tracking Mode overview
- Update Task Priority
- Project Percent Complete overview
- Planned Hours overview
- Work Effort overview
- Task Progress Status overview
- Overview of the task Planned Start Date
- Overview of the task Planned Completion Date
- Task Handoff Date overview
- Task Slack Date overview
- “Can Start” overview for tasks
- Set Tracking Mode for tasks
- Update task Leveling Delay
- Update task Cost Type
- Overview of Projected and Estimated Dates
- Overview of task Original Duration and Original Planned Hours
- Difference between Planned Duration and Duration for tasks
- Create tasks
- Assign tasks
- Manage tasks
- Manage tasks
- Edit tasks
- Edit tasks in a list
- Overview of saving concurrent changes within a task list
- Manage task information in the Task Details Overview area
- Manage task finances in the Task Details section
- Copy and duplicate tasks
- Move tasks
- Delete tasks
- Recurring tasks overview
- Overview of the project Critical Path
- Associate milestones with tasks
- Convert a task to a project
- Task Constraints
- Task Constraints: article index
- Task Constraint overview
- Task Constraint overview: Start No Later Than
- Task Constraint overview: Start No Earlier Than
- Task Constraint overview: Must Start On
- Task Constraint overview: Must Finish On
- Task Constraint overview: Latest Available Time
- Task Constraint overview: Fixed Dates
- Task Constraint overview: Finish No Later Than
- Task Constraint overview: Finish No Earlier Than
- Task Constraint overview: Earliest Available Time
- Task Constraint overview: As Soon As Possible
- Task Constraint overview: As Late As Possible
- Update the Task Constraint of a task
- Task Duration and Duration Types
- Task Duration and Duration Types: article index
- Overview of Task Duration and Duration Type
- Duration Type overview: Calculated Assignment
- Duration Type overview: Effort Driven
- Duration Type overview: Calculated Work
- Duration Type overview: Simple
- Update the Duration Type of a task
- Update the Planned Hours and Duration of a task with a Simple Duration Type
- Duration Types in Adobe Workfront and Microsoft Project
- Use task predecessors
- Use task predecessors
- Overview of task predecessors
- Create a predecessor relationship on the task list
- Create a predecessor relationship using the Predecessors area
- Create predecessor relationships by chaining tasks
- Create cross-project predecessors
- Overview of task dependency types
- Enforce predecessors
- Lag Types overview
- Task dependency loop overview
- Tips, tricks, and troubleshooting for tasks
- Issues
- Issues
- Convert issues
- Convert issues
- Overview of converting issues in Adobe Workfront
- Convert an issue to a project in Adobe Workfront
- Convert an issue to a task in Adobe Workfront
- Overview of Resolving and Resolvable Objects
- Unlink issues from their Resolving Objects
- Manually tie the resolution of an issue to other issues, tasks, or projects
- Issue information
- Manage issues
- The Gantt Chart
- Portfolio Management
- Requests
- Delegate work
- Teams and groups
- Reporting
- Reports and Dashboards: article index
- Canvas Dashboards
- Reports
- Reports
- Reporting basics
- Reporting elements
- Reporting elements overview
- Reporting elements: filters, views, and groupings
- Filters overview
- Create or edit filters in Adobe Workfront
- Filter and condition modifiers
- Views overview in Adobe Workfront
- Create or edit views in Adobe Workfront
- Use conditional formatting in views
- Groupings overview in Adobe Workfront
- Create groupings in Adobe Workfront
- Edit existing groupings
- Wildcard filter variables overview
- Use date-based wildcards to generalize reports
- Use user-based wildcards to generalize reports
- Share a filter, view, or grouping
- Remove filters, views, and groupings
- Use the Milestone view
- Modify column width and order
- Use built-in reports
- Create and manage reports
- Create and manage reports
- Create a report
- Create a custom report
- Run a report
- Create a matrix report
- Create a copy of a report
- Filter reports by time frames
- Add a prompt to a report
- Add a chart to a report
- Report delivery overview
- Schedule an automatic report delivery
- Share a report in Adobe Workfront
- Run and deliver a report with the access rights of another user
- Send a report in the Preview Sandbox environment
- Reference a custom form in a report
- Export data
- Create financial data reports with unique exchange rates
- Edit report settings
- Change the owner of a report
- Report on the Updates area with a Journal Entry report
- Create a User Delegation report
- Calculated custom data in reports
- Calculated custom data in reports
- Overview of calculated data expressions
- Calculated custom fields vs. calculated columns
- Condition operators in calculated custom expressions
- “IF” statements overview
- Calculated custom field example: display the manager of an issue’s creator on the issue custom form
- Calculated custom field example: display a Status timestamp in a Custom Form
- Calculated custom field example: display a field’s edit history
- Custom View, Filter, and Grouping samples
- Custom view, filter, and grouping samples: article index
- Reports or lists: display users associated with an object
- Filter: display incomplete cross-project predecessors
- Filter: personal tasks
- Filter: display incomplete cross-project successors
- Filter: display your current projects pending approval
- Filter: display only items in an approval status
- Filter: eliminate items in a list by comparing two fields
- Filter: display parent tasks
- Filter: Proof Approval report to omit previous proof versions
- Filter: create multiple filter rules that reference the same field (“AND” statements)
- Filter: display reports scheduled for delivery
- Filter: display items by same-name statuses when the statuses are associated with different groups
- Group a report by a multi-select custom field
- Grouping: 4-level task grouping for Portfolio Owner, Program Owner, Project Owner, and Project Status
- Grouping: add a fourth grouping to a list
- Grouping: organize list results by a calculated value common to all objects in the grouping
- Grouping: display the result of aggregating multiple calculated values in a grouping
- Grouping: indicate whether the results of a grouping should be collapsed or expanded using text mode
- Grouping: project percent breakdown 1
- Grouping: project percent breakdown 2
- Grouping: projects by Entry Date
- Grouping: Project Sponsor for hours
- Grouping: Project Sponsor for a task list
- Grouping: edit the display name in a grouping
- Grouping: Home Group of Project Owner in a list of hours
- Grouping: task percent breakdown 1
- Grouping: task percent breakdown 2
- Grouping: tasks by portfolio, program, and project
- Report: Budgeted Hour
- Report: combined task and issue View and Grouping
- View: show name of parent tasks as all caps
- View: Actual Hours over Planned Hours in the same column of a task View
- View: assigned user’s Company and Home Group
- View: baseline variance for Duration and Planned Work in a task View
- View: calculate overtime cost in a Timesheet View
- View: calculate time and date differences
- View: display the result of a calculation between two fields in a column
- View: add a list of task successors in a column
- View and grouping: display project Actual Duration aggregated by the average in a grouping
- View: combined task and issue details in an Hour list
- View: display an image instead of a string in a column
- View: display objects that are not included in the standard interface
- View: display original issue information on task or project lists
- View: display Program and Portfolio information in a task view
- View: display task indentations in a task list
- View: display the parent-child relationship in a task by indenting the tasks
- View: document report with link to a proof
- View: permanently edit the width of a column
- View: expanded user details
- View: hide the content of a column
- View: hours with parent task information
- View: issues with approval information
- View: issues with the company name of the originator
- View: issues with resolving object details
- View: merge information from multiple columns in one shared column
- View: multi-row project View
- View: originating issue details for tasks and projects
- View: Planned Hours vs. Actual Hours per assignment in a task view
- View: predecessor details
- View: project with all project team users and roles
- View: list of project users with job roles
- View: remove link to an object in a column
- View: reporting elements used in reports
- View: Resolvable Objects in a task or project report
- View: show parent tasks up to 4 levels deep
- View: submission path for issues
- View: task with All Dates variance
- View: tasks impacted by schedule exceptions
- View: external URL using custom data field
- View: user Job Role percentage of FTE availability
- View: user personal time off
- Chart a report by a multi-select custom field
- Text Mode resources
- Text Mode resources: article index
- Text Mode overview
- Overview of common uses for Text Mode
- Text mode syntax overview
- Edit a view using text mode
- Edit a filter using text mode
- Edit a grouping using text mode
- Use conditional formatting in Text Mode
- Format dates in text mode reports
- Format numbers, currency and percentage values in text mode reports
- Compare fields in conditional formatting
- Reference collections in a report
- Create “OR” statements in text mode filters
- Create complex Text Mode filters using EXISTS statements
- Report usage overview
- Calendars
- Calendars: article index
- Calendar reports overview
- Use custom date fields in a calendar report
- Use Planned Dates in a calendar report
- Use Projected Dates in a calendar report
- View calendar reports and event details
- Share a calendar report
- Edit an existing calendar report
- Delete a calendar report
- Copy a calendar report
- Add ad hoc events to a calendar report
- Tips, tricks, and troubleshooting for reports
- Tips, tricks, and troubleshooting for reports
- Reports FAQs
- Error message on calendar: “This calendar has the view rights of a deactivated user.”
- Error message when running a report: “You are not currently logged in.”
- Inline editing dates shifts calendar display outside of box
- Data from shared columns not displayed in dashboard reports
- Dashboards
- Dashboards
- Understand dashboards
- Create and manage dashboards
- Create and manage dashboards
- Create a dashboard
- Add a report to a dashboard
- Copy a dashboard
- Delete a dashboard
- Edit a dashboard
- Embed an external web page in a dashboard
- Embed a request queue in a dashboard
- Export a dashboard
- Print a dashboard
- Share a dashboard
- Remove an External Page from a dashboard
- Enhanced analytics
- Enhanced analytics
- Enhanced analytics overview
- Apply filters in Enhanced analytics
- Understand Enhanced analytics KPIs
- View the Flight plan visualization in Enhanced analytics
- View the Burndown visualization in Enhanced analytics
- View the Tasks in flight visualization in Enhanced analytics
- View the Project activity visualization in Enhanced analytics
- View the Project treemap visualization in Enhanced analytics
- View the Activity by team visualization in Enhanced analytics
- Workfront Data Connect
- Manage resources
- Manage resources
- Resource Management
- Resource Planning in Adobe Workfront
- Resource Planning: article index
- Resource Pools
- Get started with Resource Planning
- Access needed to budget resources in Workfront
- Resource Planner overview
- Locate the Resource Planner
- Resource Planner navigation overview
- Review resource availability and allocation using the Adobe Workfront Resource Planner
- Overview of hours, FTE, and cost information in the Project and Role views of the Resource Planner
- Budget resources in the Resource Planner using the Project and Role views
- Adjust budgeting dates in the Resource Planner
- View Available, Planned, and Actual Hours or FTE in the Resource Planner when using the User view
- Overview of calculating hours and FTE for users and roles in the Resource Planner
- Calculate costs in the Resource Planner
- Prioritize projects in the Resource Planner
- Share the Resource Planner user view with a link
- Filter information in the Resource Planner
- Export information from the Resource Planner
- Report on Resource Planner Budgeted Hours
- Resource Planner display limitations
- Resource Utilization
- The Workload Balancer
- The Workload Balancer: article index
- Workload Balancer overview
- Access needed to manage resources in the Workload Balancer
- Locate the Workload Balancer
- Overview of assigning work in the Workload Balancer
- Unassign work in the Workload Balancer
- Filter information in the Workload Balancer
- Assign work in bulk using the Workload Balancer
- Assign work in the Workload Balancer by dragging and dropping
- Assign work manually using the Workload Balancer
- Manage user allocations in the Workload Balancer
- Navigate the Workload Balancer
- Share the Workload Balancer with a link
- Update work items in the Workload Balancer using the Summary
- Review and approve work
- Review and approve work
- Limited document and proof decision for non-paid users overview
- Work approvals
- Work approvals
- Approval process overview
- Request document approvals
- Approving work
- View approvals
- Remind approvers about submitted approvals
- Add additional approvers to submitted document approvals
- View submitted proof approvals
- Delegate approval request
- Associate a new or existing approval process with work
- Recall submitted approvals
- Asset and document review and approval
- Asset and document review and approval: article index
- Available functionality for asset and document review and approval
- New document approvals overview
- Document decision status overview
- Set up and manage asset and document approvals
- Set up and manage asset and document approvals: article index
- Create a document review or approval request
- Add additional reviewers or approvers to an asset or document
- Remove approvers or reviewers from an asset or document
- Create an Approval Template for assets and documents
- Use new document approvals and proofing together
- Upload a new document version and request an approval
- Create a report dashboard for review and approvals
- Review and approve assets and documents
- Proofing
- Proofing: article index
- Proofing overview
- Proofing overview: article index
- Proof Permission Profile overview
- Proof Roles overview
- Automated Workflow overview
- Automated Workflow Stages overview
- Notifications for proof comments and decisions overview
- Interactive content proofs overview
- Document reprocessing for proofing overview
- Supported proofing file types and size limits overview
- Proof security overview
- Proof progress and status overview
- Differences between the Web Proofing Viewer and the Desktop Proofing Viewer overview
- Create proofs
- Create proofs: article index
- Configure personal proofing defaults
- Create a multi-page proof
- Create an interactive proof for a website or other web content
- Create a proof for interactive content in a ZIP file
- Create a static proof for a website or other web content
- Create a proof for a document
- Create an advanced proof with a Basic workflow
- Create an advanced proof with an Automated workflow
- Manage proofs in Adobe Workfront
- Manage proofs within Adobe Workfront: article index
- Manage proofs
- Manage proof versions
- Manage proof reviewers
- Manage proof notifications
- Manage proof deadlines
- Manage automated proofs
- Manage automated proofs: article index
- View Automated Workflow stages on a proof
- View active stages on a proof
- Create or edit an Automated Workflow for an existing proof
- Edit proof stages and reviewers
- Convert a basic workflow to an Automated Workflow on a proof
- Add stages and users to an Automated Workflow on a proof
- Use the Desktop Proofing Viewer
- Review proofs in Adobe Workfront
- Review proofs within Adobe Workfront: article index
- Review a proof
- Review a proof: article index
- View content in a proof
- Measure an area within a proof
- Change the unit of measurement of the timeline in a video proof
- Control playback in a video proof
- Enable loop in a video proof
- Lock or unlock a proof
- Search content within a proof
- Compare proofs
- Downloading a Proof in the proofing viewer
- Keyboard shortcuts in the proofing viewer
- Set up interactive content proofing in Web Proofing Viewer
- Share a proof from the proofing viewer
- View previous proof versions in the proofing viewer
- Change interactive proof resolution in the proofing viewer
- Configure proofing viewer settings
- Review interactive content with the Adobe Workfront review tool
- Comment on a proof
- Make a decision on a proof
- Tips, tricks, and troubleshooting for proofing in Adobe Workfront
- Tips, tricks, and troubleshooting for Proofing within Adobe Workfront: article index
- List users with a proofing license in Adobe Workfront
- Edit the Proof Permission Profile field in Bulk
- Disable sharing proof via public URL or embed code
- FAQ: proofing within Adobe Workfront - US to EMEA migration
- Document name changed after upload and contains an invalid character
- Proof a PowerPoint with an embedded video
- Tips, tricks, and troubleshooting for approvals
- Timesheets
- Timesheets: article index
- Timesheet details
- Create and manage timesheets
- Create and manage timesheets: article index
- Create, edit, and assign timesheet profiles
- Define hour types and availability
- Create a single-use timesheet
- Edit timesheet information
- Log time
- Submit a timesheet for approval
- Approve a timesheet
- View total hours on the timesheet
- View and manage comments on a timesheet
- Delete timesheet profiles
- Delete timesheets in Adobe Workfront
- Manually generate timesheets
- Export a list of timesheets
- Configure how time is logged
- Tips, tricks, and troubleshooting for timesheets
- Adobe Workfront Scenario Planner
- Adobe Workfront Scenario Planner
- Get started with the Scenario Planner
- The Scenario Planner overview
- Access needed to use the Scenario Planner
- Copy initiatives in the Scenario Planner
- Create and compare plan scenarios in the Scenario Planner
- Create and edit initiatives in the Scenario Planner
- Create and edit plans in the Scenario Planner
- Delete initiatives in the Scenario Planner
- Delete plans in the Scenario Planner
- Import projects to plans in the Scenario Planner
- Initiatives overview in the Scenario Planner
- Plans overview in the Scenario Planner
- Update initiative priorities in the Scenario Planner
- Update or create projects by publishing initiatives in the Scenario Planner
- Overview of reconciling resource allocations between projects and initiatives
- Request access to a plan in the Scenario Planner
- Resolve initiative conflicts in the Scenario Planner
- Share a plan in the Scenario Planner
- Show role allocation for projects and initiatives in the task list
- Show role allocation for projects and initiatives in the Workload Balancer
- Adobe Workfront Goals
- Adobe Workfront Goals
- Adobe Workfront Goals overview
- Goal management in Adobe Workfront Goals
- Goal management in Adobe Workfront Goals
- Get started with Adobe Workfront Goals
- Access and open goals in Adobe Workfront Goals
- Requirements to use Workfront Goals
- Activate goals in Adobe Workfront Goals
- Overview of goal progress and condition in Adobe Workfront Goals
- Close and reopen goals in Adobe Workfront Goals
- Copy goals in Adobe Workfront Goals
- Create goals in Adobe Workfront Goals
- Delete and deactivate goals in Adobe Workfront Goals
- Edit goals in Adobe Workfront Goals
- Filter information in Adobe Workfront Goals
- Goal status overview in Adobe Workfront Goals
- Manage goal comments in Adobe Workfront Goals
- Update goals in the Goal details section in Adobe Workfront Goals
- Review in-trouble goals in Adobe Workfront Goals
- Goal alignment in Adobe Workfront Goals
- Goal alignment in Adobe Workfront Goals
- Align goals by connecting them in Adobe Workfront Goals
- Align goals by converting results and activities to goals
- Goal alignment overview in Adobe Workfront Goals
- Navigate the Goal Alignment section in Adobe Workfront Goals
- Remove goal alignment in Adobe Workfront Goals
- Goal review and the Adobe Workfront Goals sections
- Results and activities in Adobe Workfront Goals
- Results and activities in Adobe Workfront Goals
- Add activities to goals in Adobe Workfront Goals
- Add results to goals in Adobe Workfront Goals
- Add projects to goals in Adobe Workfront Goals
- Edit results and activities in Adobe Workfront Goals
- Get started with results and activities in Adobe Workfront Goals
- Remove progress indicators from goals in Adobe Workfront Goals
- Adobe Workfront Goals settings
- Adobe Workfront Planning
- Adobe Workfront Planning: article index
- Adobe Workfront Planning general information
- Adobe Workfront Planning general information: article index
- Adobe Workfront Planning overview
- Adobe Workfront Planning best practices
- Adobe Workfront Planning API basics
- Adobe Workfront Planning AI Assistant overview
- Adobe Workfront Planning release activity for 2024
- Adobe Workfront Planning release activity for 2023
- Adobe Workfront Planning object limitations overview
- Adobe Workfront Planning architecture
- Architecture: article index
- Workspaces overview
- Create workspaces
- Record types overview
- Create record types
- Connect record types overview
- Connect record types
- Edit record types
- Delete workspaces
- Edit workspaces
- Delete record types
- Example of connecting record types and records
- List of workspace templates
- Adobe Workfront Planning fields
- Adobe Workfront Planning access
- Adobe Workfront Planning records
- Records: article index
- Create records
- Connected records overview
- Connect records
- Edit records
- Delete records
- Restore deleted records
- Share records
- Duplicate records
- Manage record comments
- History section overview
- Add a thumbnail to a record
- Add a cover image to a record
- Manage the record page layout
- Manage records in the Planning section of Adobe Workfront objects
- Export a record’s details
- Create Workfront objects from Workfront Planning as you connect them to records
- Adobe Workfront Planning requests
- Adobe Workfront Planning requests: article index
- Create and manage a request form in Adobe Workfront Planning
- Submit Adobe Workfront Planning requests to create records
- Unpublish a request form in Adobe Workfront Planning
- Add an approval to a request form in Adobe Workfront Planning
- Approve a request in Adobe Workfront Planning
- Adobe Workfront Planning views
- Adobe Workfront Planning notifications
- Adobe Workfront Integrations
- Adobe Workfront integrations
- Adobe Workfront built-in integrations overview
- Adobe Workfront integration methods
- Adobe Workfront for Creative Cloud
- Adobe Workfront for Creative Cloud
- Install the Adobe Workfront plugin for Creative Cloud Applications
- Manage work with the Adobe Workfront plugin for Creative Cloud Applications
- Manage work with the Adobe Workfront plugin for Creative Cloud Applications
- Find your work using the Adobe Workfront plugin
- View work item information using the Adobe Workfront plugin
- Update your work using the Adobe Workfront plugin
- Mark work items complete using the Adobe Workfront plugin
- Log time using the Adobe Workfront plugin
- Manage Adobe Workfront notifications from Adobe Creative Cloud
- Upload documents and proofs with the Adobe Workfront plugin for Creative Cloud Applications
- Upload documents and proofs with the Adobe Workfront plugin for Creative Cloud Applications
- Upload proofs from Photoshop
- Upload documents from Photoshop
- Upload XD artboards as proofs to Workfront
- Upload XD artboards as documents to Workfront
- Upload proofs from InDesign
- Upload documents from InDesign
- Upload proofs from Illustrator
- Upload documents from Illustrator
- Workfront Extension for Illustrator and InDesign
- Adobe Workfront for Jira
- Adobe Workfront for Google Workspace
- Adobe Workfront for Google Workspace
- Install Adobe Workfront for Google Workspace
- Privacy and permissions in Workfront for Google Workspace
- Log in and out of Adobe Workfront for Google Workspace
- Access Adobe Workfront Home content from Google Workspace
- Update a Adobe Workfront object from Google Workspace
- View and manage documents from Google Workspace
- View and manage Adobe Workfront object details from Google Workspace
- View Adobe Workfront object updates from Google Workspace
- Manage Adobe Workfront notification details from Google Workspace
- Reply to a Adobe Workfront update notification from Google Workspace
- Turn Google Workspace emails into Adobe Workfront objects and updates
- Create an Adobe Workfront task in Google Workspace using email content
- Create an Adobe Workfront issue in Google Workspace using email content
- Update an Adobe Workfront item from G Suite using email content
- Adobe Workfront for Outlook
- Adobe Workfront for Outlook
- Set up Adobe Workfront for Outlook
- Permissions levels for Workfront for Outlook
- Reply to a comment from Outlook
- Update an existing object from an Outlook email
- Add an Outlook email to a project as a task or an issue
- Create an Adobe Workfront request from an Outlook email
- Add an Outlook email as a task to your work list
- View additional information about Adobe Workfront for Outlook and log out
- Enable Outlook for Office for use with Adobe Workfront and SAML 2.0
- Adobe Workfront for Microsoft Teams
- Adobe Workfront for Microsoft Teams: article index
- Adobe Workfronts 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
- Adobe Workfront for Salesforce
- Adobe Workfront for Slack
- Adobe Workfront for Slack
- Configure Adobe Workfront for Slack
- Access your favorites and recent items from Slack
- Manage your work and approvals from Slack
- Create tasks and issues from Slack
- Search for Adobe Workfront items from Slack
- Access Adobe Workfront objects from a shared link in Slack
- Access Adobe Workfront from Slack
- Post a Slack comment as an update
- Receive Adobe Workfront notifications in Slack
- Adobe Workfront with Anaplan
- Adobe Workfront with Anaplan
- Adobe Workfront with Anaplan Integration FAQs
- Send Adobe Workfront project updates to an Anaplan list item
- Send Adobe Workfront expenses to an Anaplan list item
- Send Adobe Workfront actual hours updates to an an Anaplan list item
- Create an Anaplan list item from an Adobe Workfront budget request
- Apply an Anaplan budget allocation to an Adobe Workfront project
- Create an Anaplan list item from an Adobe Workfront campaign request
- Apply an Anaplan budget allocation to an Adobe Workfront campaign request or campaign project
- Workfront Proof
- Workfront Proof: article index
- Get started with Workfront Proof
- Work with proofs and files in Workfront Proof
- Work with proofs and files in Workfront Proof
- Automated Workflow in Workfront Proof
- Basic features in Workfront Proof
- Create proofs and files
- Manage your work
- Manage your work
- Manage Files in Workfront Proof
- Manage Items on the Views Page in Workfront Proof
- Managing Proof Versions in Workfront Proof
- Configure Proof Settings in Workfront Proof
- Create and Manage Custom Views in Workfront Proof Proof
- Download Files Stored in Workfront Proof
- Manage Proof Details in Workfront Proof
- View the Progress and Status of a Proof in Workfront Proof
- Understand Proof State in Workfront Proof
- Delete a Proof in Workfront Proof
- Restore and Empty the Trash in Workfront Proof
- Run Reports in Workfront Proof
- Organize your work
- Organize your work
- Folders in Workfront Proof
- Create Folders in Workfront Proof
- Manage Folders in Workfront Proof
- Manage Folders and their Contents in Workfront Proof
- Share Folders in Workfront Proof
- Understand Folder Permissions in Workfront Proof
- Create and Manage Tags in Workfront Proof
- Archive in Workfront Proof
- Back Up Your Workfront Proof Data
- Print and Export Comments in Workfront Proof
- Review proofs in the Desktop Proofing Viewer
- Review proofs in the Web Proofing Viewer
- Review proofs in the Web Proofing Viewer
- Opening a Proof in Workfront Proof
- Review a Workflow in the proofing viewer
- Review a proof simultaneously with multiple reviewers
- View activity on a proof in the proofing viewer
- Work with multiple proofs in the proofing viewer
- Compare proofs in the proofing viewer
- View previous proof versions in the Web Proofing Viewer
- Downloading a Proof in the proofing viewer
- Keyboard shortcuts in the Workfront Proof proofing viewer
- Legacy proofing viewer Removed
- Share proofs and files
- Share proofs and files
- Share a Proof in Workfront Proof
- Share proof links in Workfront Proof
- Share the Public URL in Workfront Proof
- Share Files in Workfront Proof
- Access a proof shared with you
- Subscribe to a Proof in Workfront Proof
- Create a Mini proof in Workfront Proof
- Embed a Mini proof
- Manage Proof Roles in Workfront Proof
- Workfront Proof account administration
- Workfront Proof account administration
- Account settings in Workfront Proof
- Account settings in Workfront Proof
- Manage Workfront Proof users
- Configure a user’s Proof Permission Profile in Workfront Proof
- Configure custom profiles in Workfront Proof
- Configure Single Sign-On for Workfront Proof users
- Single Sign-On in Workfront Proof: AD FS configuration
- Proof Permissions Profiles in Workfront Proof
- Configure approval decision options in Workfront Proof
- Create and manage custom fields in Workfront Proof
- Configure the dropzone in Workfront Proof
- Account setup for integrations in Workfront Proof
- View authentication logs in Workfront Proof
- View and edit your organization’s Workfront Proof account details
- View your organization’s Workfront Proof administrator account history
- Check your Workfront Proof storage
- Request a new data backup in Workfront Proof
- Branding Workfront Proof
- Manage security
- Partner accounts in Workfront Proof
- Satellite accounts in Workfront Proof
- Tips, tricks, and troubleshooting for Workfront Proof account administration
- Workfront Proof Billing Settings
- Proof notifications and reminders
- Email alerts
- Managing users and contacts in Workfront Proof
- Workfront Proof tech corner
- Workfront Proof integrations
- Adobe Workfront API
- Workfront API
- API Notes
- API Notes
- Uploading files via the API
- Ending support for JSONP
- Get user available time
- Update integrations that use default API versioning
- Filter event subscription messages
- Event subscription resource fields
- Event subscription certificates
- Specify an API Version in your integrations
- Core API changes: Status search responses
- API versioning and support schedule
- Escaped characters in API Responses
- Configure and use your organization’s custom OAuth 2 applications using authorization code flow
- Configure and use your organization’s custom OAuth 2 applications using JWT flow
- Configure and use your organization’s custom OAuth 2 applications using PKCE flow
- Deprecation of API-Internal
- What’s new in API version 19
- What’s new in API version 18
- What’s new in API version 17
- What’s new in API version 16
- What’s new in API version 15
- What’s new in API version 14
- What’s new in API version 13
- What’s new in API version 12
- What’s new in API version 11
- What’s New in API Version 10
- What’s New in API Version 9
- What’s New in API Version 9 (continued)
- Updates to API Version 9
- What’s New in API Version 8
- Updates to API Version 8
- What’s New in API Version 7
- What’s New in API Version 6
- API General Information
- Event Subscriptions
- Document Webhooks API
- Document Webhooks API articles
- Webhooks Overview
- Register a Webhook Integration
- Authentication for Document Webhooks
- Get OAuth2 Tokens
- Get metadata for a file or folder
- Get item list of folder contents
- Search via Document Webhooks
- Get document content via Webhooks
- Get a thumbnail for a document
- File upload via Document Webhooks
- Create a Folder with Document Webhooks
- Delete a document or folder (Not yet implemented)
- Get information about the service (not yet implemented)
- Rename a document or folder (not yet implemented)
- Perform a custom action (not yet implemented)
- Document Webhooks API
- Test Webhook connections
- Document Webhooks Error Handling
- Workfront Object Descriptions
- Tips, tricks, and troubleshooting for Adobe Workfront API
- Tips, tricks, and troubleshooting for Adobe Workfront API
- Domain format for Adobe Workfront API calls
- API Error: “The remote server returned an error: (400) Bad Request”
- Duplicates returned during a large paginated search
- Sorting query results in the API
- Update to emailAddr does not update the username
- Add advanced proofing options when creating a proof through the Adobe Workfront API
- Options configuration for OPTASK copyIssue
- Retrieve currency information for a project when currency is null (not assigned)
- Using the API to add a linked folder is not supported
- Document moveToFolder action does not work
- ProofHQ API
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.
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The Future of Adobe Workfront
Online | Session | General Audience
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
Online | Strategy Keynote | General Audience
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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