Plan a project
Learn how to set up a project timeline, identify the work that needs to be done, make assignments, and start your project.
Get started planning a project
Streamline project planning by focusing on key fields, setting the status to "Planning," using appropriate views, selecting realistic start dates, and leveraging scheduling modes for accurate timelines.
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Create tasks
Simplify task creation with options for detailed or inline editing, flexible repositioning, custom views for additional fields, and specific placement, such as using "Insert Task Below" in Workfront.
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Understand parent-child tasks
Optimize project management with tasks as the foundation, using parent-child structures, automatic parent task completion, flexible organization tools, and tailored task structuring for efficiency.
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Work with tasks
Enhance task management with in-line editing, Recycle Bin backups for deleted tasks, parent-child structure additions, task duplication, and intuitive reorganization tools like drag-and-drop in Workfront.
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Assign tasks from the project plan
Simplify task assignments in Workfront with inline editing, bulk editing, job roles for resource management, team assignments for collaboration, and resource capacity calculations for efficient project planning.
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Understand task durations
Ensure precise project planning in Workfront with task durations influencing timelines, leveraging predecessors for flexibility, avoiding manual constraints, and optimizing resource management and scheduling.
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Learn to sequence tasks
Streamline project management by defining task order with predecessors, setting timelines through durations, simplifying sequences using templates, avoiding manual constraints, and refining skills with practice.
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Understand planned hours
Optimize project planning in Workfront by leveraging planned hours to estimate durations, manage resources, track time, utilize historical references, and streamline assignments.
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Understand Project Timelines
Learn how to assign tasks, use Gantt charts and Critical Path features, monitor projects via views, schedule tasks efficiently, and apply constraints for optimal project planning.
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Understand date types and progress status
Learn about planned, projected, and actual dates and how they are used in calculating progress status.
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Track progress from the project timeline
Learn how to track the progress of work from the project timeline in using percent complete and progress status.
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Understand Work Effort
Streamline task planning in Workfront with the Work Effort feature, allowing customizable planned hour estimations, inline and bulk editing, and custom views for efficient project management.
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