Connect Workfront and Frame.io

IMPORTANT
The content of this article refers to updated document approval functionality that is only available for specific accounts. For information on standard approval processes, see the articles listed in Work approvals.

Workfront uses Frame.io in the review and approval process to meet people where they want to work. The project management and approval process is managed in Workfront, and the review process is completed in Frame.io. You must complete all of the following sections to successfully set up the integration:

Access requirements

Connect a Workfront Group to a Frame.io Team

We are actively improving this feature for general availability in May.

Prerequisites

  • Create a Frame.io team to map to a Workfront group.
  • Find the API developer token for the team. For more information, see Developer tokens on the Frame.io developer site.

Connect a Workfront Group to a Frame.io Team

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. In the left panel, click Groups.

  3. Choose an existing group, or click Create group.

  4. In the left panel, click Connect to Frame.io.

  5. Enter the API developer token.

  6. Click Initiate Connection.

  7. (Conditional) If you are the administrator of more than one Frame.io account, select the account you want to use.

Create a Workfront project and add a connected group

After you’ve connected a Workfront Group to a Frame.io team, you must create a project with that connected group.

Prerequisites

  • You must have a Workfront group connected to a Frame.io team as explained in the previous section.

Create a Workfront project and add a connected group

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Projects.

  2. Create a new project from scratch or a template. For information on how to create a project, see Create a project.

  3. In the left panel, find Project Details.

  4. Find the Group field on the right side of the screen, and remove the Default group.

  5. In the drop-down menu, find the desired group. Groups connected with Frame.io display the Frame.io icon.

  6. Make any other project configuration changes.

  7. Click Save Changes.

  8. Continue to the next section.

Add a task and set the integration status to Active

NOTE
Subtasks are not currently supported in connected Frame.io projects.
  1. Create the tasks you need to populate in Frame.io

  2. Select the tasks you need, then click Edit.

  3. Scroll to the Custom Forms section, and find the Frame.io integration form.

    note important
    IMPORTANT
    A connected Frame.io group must be assigned in the Project Details area for this form to appear. For more information see Create a Workfront project and add a connected group in this article.
  4. Enable the This task’s integration status checkbox, and choose Active.

  5. Click Save Changes. A Frame.io icon displays next to the project name.

  6. Assign users or teams to tasks.

    note note
    NOTE
    Users or teams added to the tasks are also added to the Frame.io project.
  7. Upload any documents or creative briefs in the Project Documents area.

The project is still not connected, you must continue to the next section to finish the integration.

Enable the project in Frame.io

  1. Change the Project status from Planning to Current or a custom status that equals current. This finishes the integration and generates the project, tasks, and any documents in Frame.io.

The Frame.io icon next to the project name turns purple signaling the integration was successful. Users receive an email inviting them to the Frame.io project.

IMPORTANT
Once the project is connected for Frame.io, changes made to the project group are not reflected in Frame.io.
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