[Workfront AMA] Ask Me Anything about Workfront System Smarts & Strategic Starts | Community
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kautuk_sahni
Employee
September 22, 2025

[Workfront AMA] Ask Me Anything about Workfront System Smarts & Strategic Starts

  • September 22, 2025
  • 32 replies
  • 12314 views

Event Concluded, thanks for attending!

We’re back with another Ask Me Anything (AMA)!✨

Mark your calendars for Wednesday, October 29th, 2025, from 9 AM – 10 AM PDT and join us for a text-only AMA session right here in the Community.

This time, we’ll be joined by @moniqueevans and @kierstenkollins from Customer Side & @nicholevargas@cynthiaboon, and @lesliespier from Adobe, who will answer your questions about managing Adobe Workfront—covering everything from day-to-day tasks that keep your system clean and efficient to strategic planning for future enhancementsReporting, Adoption, System Maintenance, Notifications, Governance, Ongoing Management of New Ideas (roadmapping) and Custom Forms. 

Whether you’re a system admin, a power user, or just getting started with Workfront, this AMA is your opportunity to learn practical tips and gain insights from experienced practitioners who have successfully guided organizations through both tactical and long-term Workfront success.

🔹 Event Title: [Workfront AMA] Ask Me Anything about Workfront System Smarts & Strategic Starts
🔹 Date & Time: Wednesday, October 29th, 2025 | 9 AM – 10 AM PDT
🔹 Customer Speakers: Monique Evans & Kiersten Kollins

🔹 Adobe Speakers: Nichole Vargas, Leslie Spier & Cynthia Boon

🔹 Adobe Host: Kautuk Sahni

💡Topics you might want to explore:

  • Best practices for maintaining a clean and efficient Workfront system
  • Common pitfalls admins face (and how to avoid them)
  • How to balance immediate fixes with long-term planning
  • Tips for rolling out enhancements without disrupting existing processes
  • Proven strategies for aligning Workfront with organizational goals.

❓Not sure what to ask? Here are some sample questions to spark ideas:

  • How often should I conduct a system health check?
  • What’s the best way to manage custom fields and forms over time?
  • How do I know when it’s time to reconfigure or redesign parts of my Workfront setup?
  • What’s one thing you wish every admin did regularly that would save headaches later?
  • How do you organize a roadmap and strategically plan for leadership to understand?

👥 Who will benefit most from this AMA?

  • System Administrators are looking to keep their environments running smoothly.
  • Power Users who want to balance tactical fixes with strategic improvements.
  • New Workfront Users are eager to learn best practices from experienced practitioners.
  • Project Managers & Leaders seeking strategies to align Workfront with organizational goals.

📝Guidelines and Requirements to Participate 

This text-only AMA will take place as a discussion post here in the Workfront Community. If you can’t join live, don’t worry—you can post your question in this thread ahead of time! During the event, remember to refresh the page frequently so you don’t miss new answers from our experts or follow-up comments.

To ask our experts a question:

  • Your post should be related to managing Adobe Workfront; this includes both day-to-day system practices and longer-term strategic planning.
  • You must be signed into the Workfront Community and submit your question before or during the live 1-hour session on Wednesday, October 29, 2025, between 9:00 AM – 10:00 AM PDT. (You don’t need to log in if you aren’t submitting a question or comment.)

  • For maximum visibility, please tag our experts Monique Evans and Kiersten Kollins in your post using the format “@username.”

Reminder: All AMAs are TEXT-ONLY—there’s no webinar, video call, or recording. All questions and answers will happen right here in this thread.

👉 Pro Tip: Post your questions early so our speakers can prioritize them during the live session!

32 replies

New Participant
October 29, 2025

We are seeking a solution for managing content that is initially created in English and then translated into one or more additional languages. Our primary concern is how to structure the workflow so that each translation is tracked as a deliverable, while ensuring that the metadata remains consistent and accurately reflects the relationship to the original English version. Specifically, when transferring these documents from the AEM linked folder (via the AEM native connector) to the DAM (Content Hub), we want to maintain a clear connection between the original and its translations. However, we are concerned that having multiple deliverables may lead to inconsistencies or duplication within the metadata. Ideally, the metadata should reflect both the unique aspects of each language version and the overarching project relationship.

LeslieSpier
Employee
October 29, 2025

Hi @shannabo ! @lyndsy-denk recently did an event about how her company handles translations/localization - it might give you some ideas! 

 

https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/event-follow-up-power-templates-how-idexx-reconfigured-project/m-p/768981#M4397 

MonicaDi4
New Participant
October 29, 2025

When delegating work, it would be awesome if we could delegate back up contacts by portfolio. I know it's not a system function (yet - not sure if it ever will be) is there a custom way to work around this?

Lyndsy-Denk
New Participant
October 30, 2025

For projects, we have a custom form that includes a field we called "Project co-owner." I don't see why you couldn't use the same idea: add a custom form to the portfolio with a field to define the co-owner.

MonicaDi4
New Participant
October 29, 2025

As many of us are going into Annual Planning and trying to get our projects for next year aligned, what are some best practices, or tips for annual planning you have learned along the way?

CynthiaBoon
Employee
October 29, 2025

Hello! I can tell you how I handled this, and it was primarily through a combination of specific Portfolios, Project Templates, along with a defined use of defined Project Statuses that matched my Governance model.

So, our fiscal year began in October, and we conducted budget meetings over the summer.  I would start "collecting" potential initiatives for the next year, and creating projects with a basic "annual planning" template with tasks that aligned to a general Milestone path.  These projects lived under Annual Planning Portfolio, with a "Requested" status.  The Governance model for projects (and project requests) would start at Requested, then either Approved or Rejected (with reasoning attached) and if approved, then it could move into a Current status, with the applicable Project Template.

Doing it this way allows you to build reporting with current Projects, sprinkled in with Annual Planning Projects, if I include that Portfolio. AND since I'm attaching Project Templates that have some Custom Form fields on the Tasks, I can build a fabulous little Annual Planning calendar.  

Hopefully this helps a bit!

KellieGardner
New Participant
October 29, 2025

what is your recommendation for sharing objects with small subset of users outside of the original shared list.

 

Example: Request Queue for Marketing is shared with the Marketing Group. However there are 3 users in the IT Group that can request items from marketing and need access to the queue. 

Lyndsy-Denk
New Participant
October 30, 2025

Would it work for you to create a Team where you can add the random requestors? Share the queue with that team.

New Participant
October 29, 2025

There are hardly any answers here for this whole event....what am I missing?

kautuk_sahni
Employee
October 29, 2025

@gregna The speakers are responding to each question one at a time. Please allow them a moment — your question will be addressed shortly.

And please refresh your page to see the update getting reflected. 

Kautuk Sahni
New Participant
October 29, 2025

Ability to set a Start Date or End Date for Exchange Rates (similar to the capability for Job Role). 

MoniqueEvans
New Participant
October 29, 2025

This is a great idea, not quite a functionality available yet. If you haven't already please post this as an idea and I will absolutely upvote it. In the meantime, I think you may be able to achieve this via Fusion but I wouldn't know where to begin.

New Participant
October 29, 2025

What's the quickest way to assign a simple to do task or issue to someone. Not related to a project not related to a portfolio. Just "hey John find 10 more files for us for our archive."

New Participant
October 29, 2025

One way could be to go to the user and add a comment via Updates. Not sure if that is recommended or the quickest/simplest way. 

New Participant
October 29, 2025

Ability to exclude projects or tasks from a timesheet. You may want to assign a user to a task (or project), but it is not one that should appear on a timesheet. 

 

This would be an expansion of the ability to disable logging time to a project. Those should then not display on a timesheet. 

MoniqueEvans
New Participant
October 29, 2025

Unfortunately you cannot remove items from a timesheet unless you change the date frame or unassign the user. I would highly recommend rethinking your current process workflow to include logging time to be able to use a lot of the amazing features that Workfront has to offer.

But if that isn't an option for you, you could post an idea and have others in the same position upvote the option to delete items from timesheets. Once that functionality exists you could use Fusion to delete in mass.

In the mean time, I recommend training users to pin the key items to their timesheet and/or using the general hours at the bottom for time logging and to ignore the tasks and issues.

New Participant
October 29, 2025

Since the update, several things have changed that are creating confusion for my users. The main issue is that the Requests section now starts off by default with the "new experience" toggle on. Its there away that I can set our instance of WF, so that the default on that toggle is off? 

CynthiaBoon
Employee
October 29, 2025

Hello! We definitely heard this question in the 4th Quarter Release Webinar a few weeks back.  Currently, there is no way to turn that off at the Global level, but your users can absolutely turn that off individually.  For organizations that rely heavily on their current Requests page functionality, I had recommended that Sys Admins send a note to their users with a screenshot of how to toggle that off. 

New Participant
October 29, 2025

Cynthia, thanks for the reply, but sending a note to new users every time they join our WF instance will not be feasible. We have a whole university of people who can opt in to request work from our marketing unit, who will only use the requests section of WF.I will probably need to create a new user doc around this or make a Fusion notification that gives the new users the info. Seems like a lot of unnecessary work on my part around something so simple, that we do not want activated yet.

New Participant
October 29, 2025

Our team struggles a bit with too many notifications. I have tried to create a spreadsheet with more details and examples of the different notification types and recommendations on which should be turned on and off. Even referencing the Event Notification Types guide, this has been a bit of a struggle to put together. Would it be possible for a handout or something to be created that not only clearly defines a notification, but can give a few examples of what would trigger them?

Employee
October 29, 2025

@coreyma4 That’s a great question and something that can definitely vary by user and setup! 

There are quite a few types of notifications that can be triggered in Workfront, both in-app and via email. It’s important to note that in-app notifications aren’t fully comprehensive and also can’t be turned off, so if users find those overwhelming, it may be best to help them understand which ones to focus on and which to disregard.

For email notifications, the article you linked is an excellent resource for understanding the different triggers and how they work. You may want to go into the Setup area and review what notifications are turned on globally and see if there are any that can be deactivated. Likewise, if you get an email that you don't need, you always have the option of clicking "stop emails of this type" in the bottom corner and that will automatically turn it off for you. I’d also recommend watching the on-demand event Mastering Email Notifications in Workfront, which covers best practices and strategies for controlling notification volume and tailoring them to your team’s needs.

Finally, it’s worth considering how your users prefer to work. If your team primarily collaborates in Microsoft Teams or Slack, Workfront notifications can be integrated there as well allowing you to reduce email traffic and surface updates where users are already active.