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We reached out, and you answered. This cookbook collects 10 useful reports and dashboards from real Workfront customers to explore simple reports, complex reports, and cross-project views that help you manage work more effectively.

Introduction

What's inside

We hear it all the time — people want to know which reports other customers love and use. So we reached out, and you answered! Together we've created the Adobe Workfront project manager cookbook. Inside, you'll find 10 useful reports and dashboards to explore simple reports, complex reports, and cross-project views to help you manage work more effectively.

Take these recipes, try them out in your own Adobe Workfront reporting kitchen, and just like any good recipe, make them your own! For even more guidance, use this cookbook in tandem with the Project Manager's Playbook for Workfront. Below is a preview of every recipe. When you're ready to cook, download the full cookbook for the step-by-step instructions, filters, text-mode snippets, and finished screenshots.

IMPORTANT

Download the cookbook

Get all 10 recipes with detailed instructions, filter logic, text-mode snippets, grouping and chart settings, and finished-product screenshots. Take them into your own reporting kitchen and make them your own.

The project manager's cookbook for Workfront (PDF)

Recipes 01–03

Task and project reports

Start here for clean, list-based views you can build in about half an hour. Each one answers a single day-to-day question, from “what's my team working on this week?” to “which tasks are ready to start right now?”

01.  Team "In-The-Weeds" Weekly Task Report

A clean, list-based view of all tasks due for a team by week. Project managers and team members can see what's coming, what's overdue, and where to jump in — without needing a dashboard.

02.  My Projects’ Open Tasks (Project Manager "Pulse" View)

A clean, project manager-centric view of all can-start tasks assigned to others within projects you own, so you always know what work is in motion without needing a dashboard.

03.  Current Task Information on a Project Report

Leveraging text mode collections, this project list or report quickly shows what child task(s) on projects I own can be started without having to click into the project timeline itself.

Recipes 04–07

Meetings, notes, and cross-project views

These recipes turn Workfront into a lightweight operating system for running meetings, searching updates, keeping a running status narrative, and seeing how work in one project affects another.

04.  Project Meeting Agenda and Minutes

A project meeting dashboard that helps teams run structured status meetings, capture discussion in real time, and generate a meeting-minutes report immediately after the session.

A prompted report that lets users quickly search for project updates by project, task, note content, owner, or date.

06.  Project Owner Notes

Shows overall health of active projects by project owner. A running narrative of where each project stands and what's needed — ready for status conversations, leadership check-ins, or handoffs when you're out.

07.  Cross-Project Visibility with Cross-Project Predecessors

A report that pulls in related projects, based on cross-project predecessors, into a single view to let Project Managers and stakeholders see how work in one project impacts another - and quickly answers “Where are we?” without chasing status updates.

Recipes 08–10

Hygiene and resourcing dashboards

The most involved recipes in the book. These dashboards help admins and PMO leads surface stale records, missing metadata, hidden capacity issues, and allocation across teams, all in one place.

08.  Project Hygiene Dashboard

A project-level hygiene dashboard that helps Admins and Project Managers quickly find incomplete setup, stale records, and projects that should be closed or corrected.

09.  Task Hygiene Dashboard

A task-level hygiene dashboard that surfaces hidden capacity issues and stale task records that need attention.

10.  Resourcing at a Glance (Instant Insights Dashboard)

A single dashboard that surfaces real-time allocation data from multiple Workload Balancer filters, so people managers can see allocations across teams without constantly changing filters or navigating Resourcing.

Frequently asked questions

What's actually in the cookbook?

Ten useful reports and dashboards contributed by real Workfront customers, spanning simple reports, complex reports, and cross-project views. Each recipe includes prep time, who it serves, the report type, and step-by-step build instructions.

Do I need to be a system admin to build these?

No. Most recipes are built by project managers and team leads directly in Reports. A few, like the hygiene dashboards, are aimed at system admins and PMO leads and include scoping steps for functional groups or individual users.

Can I change the recipes to fit my instance?

Yes, that's the point. Take these recipes, try them out in your own Adobe Workfront reporting kitchen, and just like any good recipe, make them your own. Filters, columns, and text-mode expressions are all meant to be adjusted.

Where can I ask questions or share my own recipe?

Share what you learn with your fellow work management experts on the Adobe Workfront Community.

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