[Workfront AMA] Ask Me ANYTHING about Workfront Governance | Community
Skip to main content
jon_chen
Community Manager
January 8, 2025

[Workfront AMA] Ask Me ANYTHING about Workfront Governance

  • January 8, 2025
  • 14 replies
  • 11611 views

This event has concluded, thanks for attending!

 

We are back with our re-branded Ask Me Anything (AMA) series, formerly known as Community Coffee Breaks! To kick off 2025, Cynthia Boon and Nichole Vargas of the Customer Success team will be hosting a 1-hour AMA on establishing a Governance model for Workfront. Keep in mind this is a text-only event, there is no link/video to join! Just post your question as a reply to the thread and it will be answered during the 1-hour “event”.  

 

So, what is Governance? 

Governance refers to the processes, policies, and controls put in place to ensure that the Workfront (or any other application) is used effectively, consistently, and in alignment with your organization's strategic objectives. By pulling together resources from cross-functional teams to form a governance committee, you can provide leadership, best practices, and structure for system settings, support, and training to drive enterprise-level work. 

 

Why do we need Governance? 

Most organizations have various teams and groups using Workfront, so without structure and standards in place, data integrity, security and compliance, and overall alignment has an increased risk of being compromised.  Creating an organizational structure around Governance specific to your organization provides a mechanism to understand and establish standards across a set group of teams, while providing a forum for feedback, evolution, and collaboration.

 

Not sure where to start? We’ve included some sample questions to get you started.  

  • What is the purpose of a Governance model? 
  • What are the benefits of implementing a Governance practice? 
  • What are the steps to build a Governance practice? 
  • Who should be included in this effort? 
  • What are the roles and responsibilities of the Governance team? 

 

Here are some recent Governance resources to get you thinking about the topic prior to the event: 

Also, check out the list of current Blueprints to see ready-to-use dashboards that provide reports to review system usage, configuration, and workflows to help you build your Governance practice. 

 

 

 

GUIDLINES AND REQUIREMENTS TO PARTICIPATE 

Please note that this text-only AMA takes place as a discussion post on the Workfront Community. If you are unable to make this live event, you can always publish your question in the thread now! Please be sure to REFRESH the page frequently so you don't miss responses from our PMs or new questions/comments. If you are unable to attend, you can always post your question or comment in advance. 

 

Your post in the dedicated thread must be: 

  • Related to implementing a Workfront Governance practice. 
  • To post a question or comment, you must be signed into the Workfront Community during the 1-hour period, on February 12, 2025, between 8am – 9am PST. You do not need to login if you aren’t submitting a question or comment. 
  • For maximum visibility, please tag our experts in any of your posts on the dedicated thread by following the format “@username.” 

 

If you are unable to attend, you can always post your question or comment in advance. 

 

**All AMAs are TEXT-ONLY, meaning there is no webinar, video call, or recording. All questions and answers will occur on this thread. 

 

This event has concluded, thanks for attending!

14 replies

New Participant
January 29, 2025

I need to use 3 Sorting columns in Adobe workfront report in text mode but i'm able to sort only one column in text mode rest two columns are not allowing me to sort in text mode only sorting in Standard mode is it possible to sort them in text mode all three sorting?

 

Its showing Error "Unable to edit the column text mode data in the view builder"

MoniqueEvans
New Participant
January 29, 2025

This is a great question that I recommend you ask in its own thread since it's about reporting instead of governance. I don't want it to get lost, nor should you have to wait 2 weeks for a response!

RandyRoberts
New Participant
January 25, 2025

Will there ever be a way to control what Adobe makes available to our users without our ability to hide it? For example; admins can't hide Priorities even though it's disabled, admins couldn't hide Blueprints without complaining very loudly, admins can't hide the Boards button in projects, admins can't stop users from exporting and re-importing projects to circumvent the "no project copying" rule, admins can't stop users from copying tasks from 5 years ago, the list goes on and on and on... and on. When will Adobe allow admins to admin their own instance according to their company's policies?

Employee
February 12, 2025

Thanks for the feedback, @randyroberts. I just shared this with the Product team via Slack and will bring this up on our next synch to see if this is something they would consider for the future.

New Participant
January 21, 2025

Is there a best practices guide or checklist that we could leverage to build a more comprehensive governance model for our instance of WF?

CynthiaBoon
Employee
February 12, 2025

Yes!  When we held our Making the Case for Group Admins event last month, we included several slides that had recommendations for Governance roles, establishing goals, and an object checklist with examples.  Here's the link to the post and the slides are linked there as well.

https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/event-follow-up-learn-making-the-case-for-group-admins/td-p/732342 

lindselib
New Participant
January 21, 2025

To date the custom form updates in our instance have not been well controlled- several users are able to make them, and we often inadvertently make changes without documentation or communication with each other. I'd love to lock that down this year BUT want to do so in a way that also doesn't get in our way too much of being agile to changes in our organization and in a way that doesn't add a ton of extra work to schedules. So I'm curious, does anyone have a good approval flow for reviewing, approving, and documenting form changes? 

 

KIMBERLYREA
New Participant
February 11, 2025

We only allow the system admins (3 of us) to make the changes. All changes come through a request queue issue that we validate and check the impact of the change and then either make it or reject it. 

 

I also have a master data project where I track all the changes of master system data (fields that come from global organizations across all tools) and track when the change was made, by who, what the change was and if it impacted other teams or an integration. 

lindselib
New Participant
February 11, 2025

Ooooh would LOVE to see what that master data project looks like/or at least hear more about how you have that set up if you would be willing to share.