Create and manage dashboards
Last update: January 8, 2025
- Topics:
- Reports and Dashboards
CREATED FOR:
- User
This section contains the following articles:
- Create a dashboard
- Add a report to a dashboard
- Copy a dashboard
- Edit a dashboard
- Delete a dashboard
- Print a dashboard
- Export a dashboard
- Share a dashboard
- Embed an external web page in a dashboard
- Embed a request queue in a dashboard
- Remove an External Page from a dashboard
- Canvas Dashboards overview
Previous pageUnderstand how reports display on a dashboard
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Workfront
- Workfront documentation
- Product announcements
- Product announcements
- Product releases
- Product releases overview
- Adobe Workfront release schedule and process
- Prepare for an Adobe Workfront quarterly release
- 2025 Q3 Release
- 2025 Q2 Release
- 2025 Q2 Release overview
- 2025 Q2 Administrator enhancements
- 2025 Q2 Document management enhancements
- 2025 Q2 Mobile enhancements
- 2025 Q2 Project enhancements
- 2025 Q2 Reporting enhancements
- Other enhancements during the Second Quarter 2025 release timeframe
- Look-and-feel updates during the 2025 Q2 release timeframe
- 2025 Q1 Release
- 2025 Q1 Release overview
- 2025 Q1 Administrator enhancements
- 2025 Q1 Boards enhancements
- 2025 Q1 Document management enhancements
- 2025 Q1 Home enhancements
- 2025 Q1 Project enhancements
- 2025 Q1 Proofing enhancements
- 2025 Q1 Report and Dashboard enhancements
- 2025 Q1 Update stream enhancements
- Other enhancements during the First Quarter 2025 release timeframe
- Look-and-feel updates during the 2025 Q1 release timeframe
- 2024 Q4 Release
- 2024 Q4 Release overview
- 2024 Q4 Administrator enhancements
- 2024 Q4 Document management enhancements
- 2024 Q4 Integration enhancements
- 2024 Q4 Home enhancements
- 2024 Q4 Project enhancements
- 2024 Q4 Proofing enhancements
- 2024 Q4 Report and Dashboard enhancements
- Other enhancements during the Fourth Quarter 2024 release timeframe
- Look-and-feel updates during the 2024 Q4 release timeframe
- 2024 Q3 Release
- 2024 Q3 Release overview
- 2024 Q3 Administrator enhancements
- 2024 Q3 Financial management enhancements
- 2024 Q3 Integration enhancements
- 2024 Q3 Project enhancements
- 2024 Q3 Proofing enhancements
- 2024 Q3 Resource management enhancements
- Other enhancements during the 2024 Q3 release timeframe
- Look-and-feel updates during the 2024 Q3 release timeframe
- 2024 Q2 Release
- 2024 Q2 Release overview
- 2024 Q2 Administrator enhancements
- 2024 Q2 Document management enhancements
- 2024 Q2 Home enhancements
- 2024 Q2 Integration enhancements
- 2024 Q2 Project enhancements
- 2024 Q2 Resource management enhancements
- 2024 Q2 Update stream enhancements
- Look-and-feel updates during the 2024 Q2 release timeframe
- 2024 Q1 Release
- 2023 Q4 Release
- 2023 Q4 Release overview
- 2023 Q4 Administrator enhancements
- 2023 Q4 Boards enhancements
- 2023 Q4 Financial Management enhancements
- 2023 Q4 Home enhancements
- 2023 Q4 Integration enhancements
- 2023 Q4 Project enhancements
- 2023 Q4 Other enhancements
- Look-and-feel updates during the 2023 Q4 release timeframe
- 23.3 Release
- 23.2 Release
- 23.1 Release
- 22.4 Release
- 22.3 Release
- 22.2 Release
- 22.1 Release
- 21.4 Release
- 21.4 Release overview
- 21.4 Administrator enhancements
- 21.4 Agile enhancements
- 21.4 Project enhancements
- 21.4 Resource Management enhancements
- 21.4 Reporting enhancements
- 21.4 Requests enhancements
- 21.4 Proofing enhancements
- 21.4 Integration enhancements
- 21.4 Mobile enhancements
- 21.4 Other enhancements
- 21.3 Release
- 21.2 Release
- 21.1 Release
- Adobe Workfront Planning release activity
- Adobe Workfront Planning release activity
- Third Quarter 2025 release activity for Adobe Workfront Planning
- Second Quarter 2025 release activity for Adobe Workfront Planning
- First Quarter 2025 release activity for Adobe Workfront Planning
- Fourth Quarter 2024 release activity for Adobe Workfront Planning
- Adobe Workfront Scenario Planner release activity
- Adobe Workfront Scenario Planner release activity
- Adobe Workfront Scenario Planner with the 21.3 release
- Adobe Workfront Scenario Planner with the 21.2 release
- Adobe Workfront Scenario Planner with the 21.1 release
- Workfront Scenario Planner with the 20.4 release - October 14, 2020
- Workfront Scenario Planner with the 20.3 release - August 14, 2020
- Adobe Workfront Goals release activity
- Adobe Workfront Goals release activity
- Goals with 23.3 release
- Goals with 23.2 release
- Goals with 23.1 release
- Goals with 21.2 release
- Goals with 21.1 release
- Adobe Workfront Goals with the 21.1 release
- Adobe Workfront Goals 21.1 release activity: Week of January 11, 2021
- Adobe Workfront Goals 21.1 release activity: Week of December 14, 2020
- Adobe Workfront Goals 21.1 release activity: Week of November 30, 2020
- Adobe Workfront Goals 21.1 release activity: Week of November 16, 2020
- Workfront Goals with the 20.4 release
- Workfront Goals with the 20.3 release - August 14, 2020
- Workfront Proof release activity
- Interface modernization
- Quarterly release archive
- Announcements
- Announcements
- Schedule of features no longer supported
- Enhanced Analytics deprecation guide
- Maintenance Window FAQ
- Change required for adding proofs to your allowlist
- Unsubscribe from Announcement Center Messages in the new Adobe Workfront experience
- Announcement archive
- Announcement archive
- Custom form enhancements
- Updated Mobile App for iOS and Android (Early August, 2017)
- TLS 1.2 to be required in Adobe Workfront
- Outlook 365 Add-In Is Now Available
- Replacement of Flash-based tools in Adobe Workfront
- New Adobe Workfront managed system to replace POP email for Request Queues with 21.1
- New IP addresses for Adobe Workfront email with the 21.1 release
- Email spoofing and POP reply removal
- Customers on Clusters 1, 2, and 3 must update any allowlist IP blocks to prevent the blocking of Adobe Workfront services
- Remove custom SMTP as an outgoing email option
- Beta programs
- Administration and setup
- Administration and setup: article index
- Get started with administration
- Get started with administration: article index
- Overview of defining objectives for your Adobe Workfront implementation
- Manage available licenses in your system
- Configure the basics
- Firewall overview
- Configure firewall allowlist
- Configure email allowlist
- Send announcements
- Browser requirements
- Platform-based differences
- Set up Workfront
- Set up
- Configure system defaults
- Configure system defaults: article index
- Configure project preferences
- Configure task and issue preferences
- Lock project preferences for groups
- Configure request types
- Customize issue types
- Manage filters, views, groupings
- Resource Management preferences
- Manage risk types
- Create expense types
- Create a scorecard
- Project timeline recalculations
- Enable custom quarters
- Enable or disable fast releases for your organization
- Create and edit business rules
- Configure locations
- Manage rate cards
- Configure schedules and timesheet preferences
- Organizational setup
- System-tracked update feeds
- Adobe Workfront testing environments
- Testing environments
- Preview Sandbox environment
- Custom Refresh Sandbox environment
- Environment promotion overview
- Create or edit an environment promotion package
- Install an environment promotion package
- Roll back an environment promotion package
- Compare objects between enviroments
- Environment promotion using the API
- Environment promotion FAQ
- Environment promotion troubleshooting
- User management
- User management: article index
- Create and manage users
- Create and manage users: article index
- Add users
- Import users
- Edit a user’s profile
- Edit user profiles in bulk
- Create direct reports
- Log in as another user
- Reset a user’s preferences
- Change a username
- Change the password for an auto-provisioned user
- Map user attributes
- Deactivate a user
- Delete users
- Audit logs
- View and export audit logs
- View user login information
- Manage users in the Adobe Admin Console
- How new access levels work
- How new access levels work
- New access levels overview
- New licenses overview
- Access to objects and areas by new licenses
- Functionality available for each object type for new access levels
- Disable the auto-upgrade option for non-paid users on the new licensing plan
- Compare functionality across license models
- Access requirements in Workfront documentation
- How access levels work
- Configure access to Workfront
- Configure access
- Create or modify custom access levels
- Grant administrative access
- Grant administrative access to certain areas
- Grant access to projects
- Grant access to tasks
- Grant access to issues
- Grant access to documents
- Grant access to users
- Grant access to teams
- Grant access to templates
- Grant access to reports, dashboards, calendars
- Grant access to portfolios
- Grant access to programs
- Grant access to financial data
- Grant access to filters, views, groupings
- Grant access to Scenario Planner
- Grant access to Resource Management
- Grant access to Workfront Goals
- Single sign-on in Workfront
- Create and manage teams
- Customize Adobe Workfront
- Customize Workfront
- 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
- Customize Filters, Views, Groupings
- Customize user interface terminology
- Customize the landing page
- 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
- Share a custom form
- Access to a shared custom field
- Deactivate or reactivate a custom form
- Reference custom forms in reports
- View reports that use a custom field or widget
- View custom forms that use a custom field or widget
- Transfer custom form data when converting an object
- Add or edit a custom field, section break, or widget
- Delete a custom field or widget from the system
- Delete a custom form
- 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
- List issue statuses
- Create or edit a status
- Change display order of statuses
- Locked and unlocked system-level statuses
- Make custom statuses default statuses
- Delete a custom status
- List pending objects using a certain status
- Create and customize priorities
- Create and customize issue severities
- Approval processes and milestone pages
- Create and manage custom conditions
- Manage Adobe Workfront
- Manage Workfront
- Configure proofing functionality
- Configure reports
- Emails
- Emails
- Email Notifications: article index
- Configure event notifications
- Event notification types
- Unlock event notifications for all groups
- Event notification subject lines
- Modify users’ email notification settings
- Reminder notifications
- Automatic reminders
- Email templates
- Emails from Workfront
- Email invitations to new users
- Security
- Exchange rates
- Manage deleted items
- Diagnostics
- Kick-Starts
- Manage groups
- Manage groups
- Groups
- Create and manage groups
- Create and manage groups
- Create a group
- Manage a group
- Group event notifications
- View and manage a group’s details
- View and manage a group’s memberships
- View allocated group licenses
- Configure group project preferences
- Configure group task and issue preferences
- Unlock configuration of subgroup preferences
- Group timesheet and hour preferences
- Unlock timesheet and hour preference
- Move a group
- Deactivate or reactivate a group
- Delete a group
- Export a list of groups
- Create and manage subgroups
- Group roles
- Manage group statuses
- Work with a group’s objects
- Manage group objects
- Manage group companies
- Manage group layout templates
- Manage group portfolios
- Manage group programs
- Manage group teams
- Manage group approval processes
- Manage group schedules
- Manage group timesheet profiles
- Manage group projects
- Manage group project templates
- Manage a group’s deleted items
- Manage a group’s restored items
- Configure integrations
- Configure integrations
- Adobe Workfront integrations
- Configure the Experience Manager Assets as a Cloud Service integration
- Configure the Experience Manager Assets Essentials integration
- Configure Workfront with Adobe Experience Manager legacy connector
- Enable users to access the mobile application
- Enable Adobe Workfront for Outlook
- Configure document integrations
- Disable document integrations
- Configure the SharePoint integration
- Set up metadata mapping
- Create Adobe Workfront Creative Cloud packages for your users in the Adobe Admin Console
- Create OAuth2 applications for Workfront integrations
- View and manage custom OAuth2 applications
- Configure the JumpSeat integration
- Blueprints
- Administration in the Adobe Admin Console
- Tips, tricks, and troubleshooting for administration and setup
- Tips, tricks, and troubleshooting
- Group admins must have higher access than those they manage
- Active and deactivated objects
- ADFS logout URL doesn’t work
- Administration and setup FAQ
- Automatic reminders vs. reminder notifications
- POP in Microsoft Exchange
- Auto-provisioned user can’t log in
- Couldn’t validate XML digital signature
- Invalid Parameter: conversion value
- SAML 2.0 Authentication Failed
- SAML 2.0: Primary StatusCode
- SAML 2.0: User Identifier Not Found
- Field used in a multi-form configuration
- SSO users can’t log in
- External license missing in access levels
- Retrieving historical data
- Fields are invalid: emailAddr
- Prevent spoofing and add SPF records
- Save an email header file
- Sharing shows more than one permission
- Unauthenticated email not accepted
- Workfront: ZScaler settings can cause reduced performance
- User credentials vs. SAML credentials
- Adobe Workfront basics
- Adobe Workfront basics: article index
- Glossary of Adobe Workfront terminology
- Adobe Workfront browser requirements
- Supported languages in Adobe Workfront
- HIPAA Readiness for Workfront
- Navigate Adobe Workfront
- Navigate Adobe Workfront: article index
- Adobe Workfront Search
- Recents and favorites in Adobe Workfront
- Lists in Adobe Workfront
- Adobe Unified Experience for Workfront
- Adobe Unified Experience FAQ
- Top navigation bar overview
- Left navigation in Adobe Workfront
- Summary overview
- Breadcrumbs overview
- Object headers overview
- Pin pages to customize your workspace
- Create custom sections
- Access Adobe Workfront help
- Adobe Workfront objects overview
- Understand the navigation for a Work-license user
- Understand the navigation for a Review-license user
- Overview of the Project, Task, and Issue dates in Workfront
- Priorities
- Priorities: article index
- Priorities: Upcoming releases
- Get started with Priorities
- View project and work item details in Priorities
- Filter and group your work in Priorities
- Customize the worklist columns
- Prioritize important work items
- Create tasks and issues in Priorities
- Add and view updates in Priorities
- Log time in Priorities
- Upload files in Priorities
- Add and manage quick links in Priorities
- Catch up on work in Priorities
- Upload Documents and create proofs in Priorities
- Manage your work in the Priorities calendar
- Home
- Home
- Use the Home area
- Use the Home area: article index
- Get started with Home
- Add, edit, or remove widgets in New Home
- Display items in the Work List in the Home area
- Home widget filters overview
- Manage your work with the My Work widget
- Manage work and team requests in the Home area
- Update or edit a work item in the Home area
- Create work items and projects from the Home area
- Create and manage personal to-do item
- Log time on a work item from the Home area
- Mark an item as Done in the Home area
- Use the My Updates area
- AI Assistant
- Update work items and view updates
- Update work items and view updates: article index
- Updates section overview
- Update work
- Character limits in fields
- Create personal tasks
- Reply to updates
- Reply to email notifications
- Tag others on updates
- View all updates in a Note report
- Work On It and Done button overview
- Summarize updates with AI Assistant
- Work with custom forms
- Use notifications
- Use notifications: article index
- Notifications overview
- Modify your own email notifications
- Subscribe to items in Adobe Workfront
- In-app notifications overview
- View and manage in-app notifications
- Enable delivery of emails from the Preview Sandbox environment
- Event notifications
- Attach a reminder notification to an object
- Notifications: Action needed
- Notifications: Approval information
- Notifications: Communication
- Notifications: Delegation
- Notifications: Goals
- Notifications: Information about projects I own
- Notifications: Information about projects I sponsor
- Notifications: Information about projects I’m on
- Notifications: Information about work assigned to me
- Notifications: Miscellaneous information
- Notifications: Requests I have made
- Grant and request permissions to objects
- Grant and request permissions to objects: article index
- Overview of sharing permissions on objects
- Grant access to objects in the Home area
- Request access to objects
- View inherited permissions on objects
- Share an object
- Share a project
- Share a task
- Share an issue
- Share a template
- Share financial permissions on an object
- Share a portfolio
- Share a program
- Share a document
- Share a document folder
- Share reports, dashboards, and calendars
- 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
- Review and make decisions on proofs in the Adobe Workfront mobile app
- 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: article index
- 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
- Business Case Areas Overview
- 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: article index
- 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 timeframes
- 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
- Workfront Data Connect overview
- Create a reader account or connection for Snowflake
- Establish a connection to Workfront Data Connect
- Workfront Data Connect data dictionary
- Workfront Data Connect query examples
- View Workfront Data Connect usage metrics
- Enhanced Analytics queries
- Tips, Tricks, and Troubleshooting for Data Connect
- Manage resources
- Manage resources: article index
- 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
- Unified 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 Unified 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
- Proof versions cannot be downloaded or previewed when an interactive proof is added as a new version
- 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: article index
- Adobe Workfront Goals overview
- Goal management in Adobe Workfront Goals
- Goal management in Adobe Workfront Goals: article index
- 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: article index
- 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
- Create Record Types by importing information from a CSV or Excel file
- 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 access information: article index
- Adobe Workfront Planning access overview
- Overview of sharing permissions in Adobe Workfront Planning
- License type overview when using Adobe Workfront Planning
- Share workspaces
- Share record types
- Share views
- Request permissions to a view or a workspace
- Adobe Workfront Planning records
- Records: article index
- Create records
- Create records by importing information from a CSV or Excel file
- 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 record connections from Workfront objects
- Export a record’s details
- Create Workfront objects from Workfront Planning as you connect them to records
- Configure Adobe Workfront Planning automations
- Create objects using Workfront Planning record automations
- 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
- Review and approval integrations
- 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: article index
- 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
- Troubleshooting: outlookIdentityToken error when using Workfront for Outlook
- 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 20
- 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: article index
- 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
- App Builder