Product Communities

As an Enterprise Account Executive, I manage my accounts in Salesforce and manage the work related to those accounts in Workfront.I use Workfront to manage 2 things – my existing accounts and my prospect accounts. With existing accounts, there are always things we need to stay on top of from account plans to value pyramids to plans on how we can expand these accounts with Workfront. With a prospect account, there are always tasks and actions to be done to move the prospect forward. Ideally, they will follow a sequence of events from the first conversation to the close of the contract.In order to stay on top of all of these moving parts, Workfront is essential in helping me keep track of these activities. It is also imperative that the professional services (CX) team has what they need in order to successfully implement a new customer. Inside of each customer’s project, the CX team will find recordings of demos, value maps where we have put together processes, as well as the customer’s

Do you ever feel like you spend so much time responding to ad hoc requests, it’s impossible to come up for air to think strategically about longer initiatives? You aren't alone. I’ve heard this referred to as the “tactic treadmill.” It feels impossible to catch up, let alone get ahead, because there's always something urgent that needs your attention. The good news? When teams are empowered to evolve from simply responding to requests, the work they manage can also evolve to be more proactive and strategic in nature. Gartner defines work management as "a set of software products and services that apply workflow structure to the movement of information as well as the interaction of business processes and human worker processes that generate the information.” In other words, work management gives meaningful structure to the work. It’s an ecosystem where the people, process, technology and data are brought together into a framework specific to your business objectives.&nbsp

As a change manager in tech ops, I use Workfront to create the change calendar and manage the change control process.This is how I manage my day through Workfront - I start each day reviewing the change calendar. The calendar gives me a view of how changes scheduled for the night before went and what changes are scheduled for today. If I see a change in the schedule that looks like it needs attention, the report will take me directly to the change so I can review and decide what next action to take. When employees Slack me for help or if they need to enter a change request, I help them navigate to a new request form in Workfront. We have a highly customized change form so they will only need to enter details relevant to their change. Once the change request is complete, they are able to easily route the request to their manager for approval.When my manager asks how many changes we completed last quarter and how many we’ve done this quarter for an audit, I am able to pull

Is it convenient for you and your team members to easily find, quickly manage and accurately measure work in Adobe Workfront?Reports and dashboards aren’t just a measurement tool in Adobe Workfront—they can, and should be leveraged as a work management tool to improve productivity, drive visibility, increase communication and identify problems before they happen.Becoming a reporting expert takes both time and practice, so start small and complete the training on Workfront One. Then, take action on the following two items to ensure your organization starts off on the right foot towards maximum effectiveness. Getting startedWe know there is a lot to learn, so if you haven't already dipped your toes into the possibilities that reports and dashboards offer within Adobe Workfront, look no further than the Basic Report Creation learning program on Workfront One. This self-paced training course is comprised of 9 different learning paths, each focused on a different aspect of reporting. Take y

Did you know? You can change ID numbers to names in reports. Have you ever created a report only to find that one of the columns is displaying what appears to be nonsense information instead of the data you expected? Perhaps, as you look at your project report, you realize that it’s displaying the ID number instead of the names for the project owner and the project owner’s manager. Just a few edits will get both of those columns switched so they display names instead. This week's Workfront Wednesday walks you through these steps, in the context of a project report. Let's walk through this together in a Project Report: Starting from the report itself, go to Report Actions and select Edit.Click the Columns (Views) tab.Start with the project owner’s column in the bottom of the window. You see that the report is using Owner ID. This is why the ID number is displaying in the report instead of the name. Click the column in the preview area to select it. This displays the

Crank it up to ELEVEN! 11 steps to make managing your Workfront users easierStruggling to get your users to log in to Adobe Workfront? Spending all your time managing user access? Searching for answers to users' Workfront questions?The primary goal is to get users into the system, provide them with appropriate access to their work, and grant the right permissions to perform that work.Let’s get this party started! It’s not a party until the people show up, so how do we get them in to Workfront? There are a few ways to add users, so we’ve got lots of options!1) If you are getting started with just a few users, adding them individually might be the easiest. Our step-by-step Adding Users learning path will walk you through the entire process.2) For bigger groups, departments or bulk new hires, avoid adding them one-by-one and instead check out the steps to Import Users via an import file. 3) Staying on top of new additions and deactivating emplo

Workfront offers numerous features and functions to help organizations transition from ad-hoc to strategic work management. It is simple to get started, simple to quickly progress and scale and simple to measure and show value in your work. Knowing where to start, how to identify and streamline current processes, and ensuring all users are on the same page are some of the challenges many system administrators face. The Setup area is where the foundational design of the system is built, but during implementation this part is often handled by a Workfront expert.  To provide you with the building blocks for success, this week will kickoff a Workfront is Simple series starting with the most important aspect — people. Below, user management best practices are broken down by license types, access levels and user organization. LICENSE TYPES License types — Plan, Work, Review, Request and External — are the first level of access on a system level. They define what a user can or can

Everyone knows the excitement, anticipation and anxiety you experience on your first day at a new job. Through project templates and reports in Workfront, several teams execute on a series of tasks that ensure our new hires have a smooth transition and an onboarding experience they will never forget. As soon as a candidate accepts a job offer, a New Hire Checklist project is kicked off. Tasks such as their seating assignment, desk setup, access badge, parking access, software and hardware setup, systems access, and and welcome box shipment are on the list. It also includes tasks specific to their department. On day 1, the new employee is assigned a New Hire Onboarding project. This project includes everything a new employee needs to know and do in their first 2 weeks on the job. This includes benefits paperwork, software training, profile setup and of course banking information (so they can get paid).Take a look:Of course, all good things come to an end. Workfront has made it

In every organization, the key to delivering projects on time is hitting deadlines. However, you know that mistakes happen, balls get dropped, and speed bumps in workflows are often unavoidable. Ensuring your team can handle those speed bumps requires having a flexible, yet streamlined, workflow and a collaborative communication process. Utilizing proofing in Workfront to create automated review cycles allows your teams to be more efficient and thereby have more time to focus on strategic and creative tasks and milestones—helping to both solve for and alleviate those speed bumps so you can get the work delivered on time. Proofing in Workfront streamlines your workflows for digital content—with real-time collaboration and automated tracking. Your team can collaborate more and deliver error-free work, faster. This week’s blog focuses on the benefits of automating review cycles and provides recommended use cases or best practices to get work out the door quicker.  GETTING START

Next to St. Patrick’s Day and the Spring Equinox, the highlight of March for many is Selection Sunday, when millions across our country eagerly complete their hopeful brackets for March Madness, carefully analyzing the data and teams at play. Whether you are a college basketball fan or not, there are a handful of lessons to be learned from March Madness that you and your team can benefit from.  Think about your business—what’s important to you? No matter your company or industry, your customers, employees, and product or service most likely come to mind. For these elements to mesh cohesively, you need a team that works together just as well.  Below are three lessons we can each learn from and apply to our role within Workfront:  Failing to prepare is preparing to fail.It’s amazing how many times we go into something not fully prepared, thinking that if we just wing it, everything will turn out okay. College basketball is the same way—just because you are a 1-see

If you were to spend a few days at the Workfront offices watching us work, attending our meetings, listening to our conversations, you may be surprised about how much of the conversation is about you. Your experience with our products. Where your team is going in the next 3, 5, 10 years and what their modern work management needs will be. We are intensely focused on delivering what you need – in our product and through your interactions with us. As a company, we have spent the last year identifying how best to do this. The framework of our conversations has been your customer journey. I’d like to give you a brief example of what a customer journey is by telling you about the person credited with inventing it, Jan Carlzon. In 1981, Jan Carlzon became CEO of the problem-ridden Scandinavian Airlines. At the time, the airline was near the bottom of the list for least punctual airlines in Europe, losing $17 million per year. Remarkably, Carlzon turned the airline around in one

To wrap up the 3-part series on Administrator Essentials, this week’s blog focuses on scale — the desirable outcome for peak optimization. Scalability does not necessarily refer to adding resources or people, it’s about the presence of clear, shared goals across multiple teams and departments with established communication channels and metrics. Detailed below are four recommended action items you should consider to get out of the day-to-day run activities and instead, put the focus on strategic work.   GET TOP TO BOTTOM BUY-IN In order to ensure that everyone is engaged, involved, and accepting of this company-wide strategy, you must get buy-in from all parties. This means collaborating across teams, departments and regions so that all processes and key performance indicators (KPIs) are accounted for. Communication should happen early and often so utilize the Announcement Center to send out personalized messages and schedule a meeting with everyone involved to talk st

Communication and collaboration within the context of work is an essential part of any organization’s system of record. This week’s Did you know? Toolkit offers several out of the box ways to maximize communication and collaboration in Workfront, along with a reporting script to help you visualize the latest update for every project you manage. We conclude with a few FAQs regarding our 20.1 release. Useful Practice Tip: Historical project communication should be stored as part of the project plan for the purposes of performing a project retrospective or even passing an audit.  Ensure project communication is reflected in Workfront by leveraging our robust collaboration capabilities and native integrations with Slack and MS Teams.Tag other users or entire functional teams into threaded discussions, or tag an entire project team with the Update All feature. This feature can be found under the Staffing area in Workfront Classic, described below, or the People area in the New Wo

The holidays are right around the corner and 2021 is closer than you think. If you haven’t had a chance to do some cleanup or system maintenance, block time on your calendar and take action based on the recommendations in the blog, Tips to Tidy up Workfront. There is no better feeling than kicking off a new year with a clean slate, so send out those calendar reminders for your monthly governance meetings and wrap up the year on a high note.  As you start, or continue, planning for months ahead, make sure you have a proper communication plan in place, along with easy-to-use project templates and dynamic reports to maintain consistency and share key information. This week’s blog focuses on key elements around communication, planning, and measurement to help you draft an accurate timeline and execute on deliverables, while keeping everyone in the know.    COMMUNICATION Nothing is more important to the success of a project than effective and constant communicat

NEW PRODUCTS TO HELP YOU PLAN AND EXECUTE WORKFRONT GOALS Workfront Goals connects your company’s strategic goals with the work managed in Workfront. Goals lets you cascade that high-level vision through all levels of your organization, which means teams know they’re working on the right initiatives and can deliver results that align with your organization’s goals. SCENARIO PLANNER Create and compare what-if scenarios so that you can choose the best path forward. When priorities or available resources change, Scenario Planner helps you iteratively replan without affecting the work in progress. NOTE: These exciting new products ($$) are add-ons to the Workfront core platform and are only accessible to those enrolled in the new Workfront experience. Talk with your Workfront account representative to learn more or to purchase a license. GET MORE VALUE WITH PRODUCT ENHANCEMENTS ENHANCED ANALYTICS Only available to customers with a Business or Enterprise plan, enhanced analytics, all

Did You Know? 19.4 Release Highlights Features included in the 2019.4 product release from Workfront make managing custom forms easier, help you find tasks faster, and let you visualize user’s time off on a calendar. Here are some of the highlights of the release, which will be available to all customers starting Friday, Nov. 15. For information about all of the features included with the 2019.4 release, see the product release overview. Deployment of the 2019.4 release begins today, Nov. 13. Watch trust.workfront.com for all updates. Change custom field types Have you ever created a custom checkbox field only to realize it should have been a drop-down menu? And then had to create a brand new field with the same info? Well, you don’t have to do that anymore. You can now switch a field’s display type to another, similar display type to prevent duplicate fields and make custom data more manageable.   For more information on changing the display type, see the “Cr

By now you’re probably familiar with the new Workfront experience and how it came to be. Workfront’s new user interface will help you focus on the right work, drive results, and contribute to your company’s most important initiatives. The Workfront 21.2 release (planned for May 2021) will be the final release with new features and enhancements in the Workfront classic experience. If you’ve not yet made your plan to transition, there’s no time like today to get started! In this article we’ll debunk 5 commonly heard myths associated with the transition to alleviate any concerns you may have about making the switch—and hopefully even get you excited to make the move! MYTH #1: Everything in Workfront classic will have to be reconfigured in the new Workfront experience. It will be like having to create a new instance from scratch. REALITY: The configurations required to make the shift are minimal. This is probably the #1 myth surrounding the new Workfront experience, but rest

To highlight and share key data across the organization, from team members to executives, we encourage you to take advantage of three key report features — conditional formatting, running reports with the access rights of another user and automatic report deliveries. As you continue to build on your reporting knowledge, these will be a great addition to your skillset. Let’s start with conditional formatting.  Conditional FormattingCharts are not the only way to tell a story or surface important data. Conditional formatting can be applied to single cells or entire rows so that when column rules are met, specific information pops out. Formatting options include text color, text format, text alignment, background color, icons and custom text. To learn how to add column rules to your reports, read through the article, Use Conditional Formatting in Views.Run a Report with the Access Rights of Another UserBy default, users can only see objects in a report that they have permissions

The Connect2Lead blog series quotes researchers and authors Jim Kouzes and Barry Posner’s definition of leadership as, “the art of mobilizing others to want to struggle for shared aspirations.” They later quote Bernard Montgomery, a British military hero, saying leadership is “The capacity and will to rally people to a common purpose together with the character that inspires confidence and builds trust.”  Have you ever wondered which community members are leading enterprise work transformation in their organizations and contributing to the overall growth of Workfront One? If so, then look no further. Now you can see a list of the top 100 contributors on the Workfront One community.This community leaderboard updates in near real-time and awards points for all of the things you’re doing here in the discussion forums. This pulls from all of our groups, not just the All Discussions groups. So if you don’t see a conversation in the All Discussion groups you want to chime in on, ch

Why share your expertise? You are not alone   Customers often share that they feel siloed. There is value in connecting with other administrators to help, learn from, and elevate each other to accomplish goals faster. Everyone wants to be part of a family - or a community - of individuals who they can trust, depend on, and lean on for guidance.Others need your story - share it to teach and impact those who are just starting their enterprise work management journey within their organization. We are stronger and better together!You are doing big things  You are doing amazing work every day in your organization. This is an opportunity to highlight your story to show others the impact that you’re making, to paint a picture of what is possible, and to help guide others on their journey. As you transform work management within your organization, you’ll achieve positive, measurable results, move toward fulfilling your success story, and creating true competitive

In this age of digital transformation, an increasing number of employees are finding themselves taking on the role of Project Manager without actually having a background in project management. What used to be a role designed to simply manage projects with clear start and endpoints, now has evolved into a cross-functional role of organizing people and processes while managing resources to produce results for both stakeholders and the company. Because of this, project managers have become more valuable to organizations, and the demand for their skills and strategic roles has grown worldwide. The following best practices provide insight into how to be a successful project manager within Workfront.  Organization is keyPrior to launch, a project is simply a mix of data, requests, and unspecified objectives. The role of a project manager is to sift through all the information and establish a clear timeline that is both easily manageable and realistically attainable.Start by creat

Can you believe we are in August? August is always a big month in my house because the kids get back to school. Like many of you, we don’t know what to expect this school year, but I do know we’ll all get through it—what doesn’t kill you makes you stronger, right? In addition to back to school time, this August is a HUGE month for Workfront because we are delivering our 20.3 product release. What does that mean? It means that in addition to a number of enhancements on the core product, we are introducing TWO brand new products to help drive collaboration, gain more visibility, and fundamentally get work done. Enhancements to Workfront’s core product Let’s start with some of the updates we’ve made to Workfront’s core platform:  Enterprise controls. A structured approach to group hierarchy allows you to create, manage, and organize all your departments in one instance of Workfront, while remaining flexible enough for those teams to customize and manage the unique way they work,

As a remote employee, each day starts the same way (after the long trek down the stairs to my office). I first open Workfront Home to see what tasks and issues need to be completed “today”, what new updates did I receive and what is in the line-up for the remainder of the week. Then I open Gmail and Slack to evaluate new messages received. Am I being asked to do something?; 1) If yes, and it can be done in less than 2 minutes - I do it, 2) If yes, and it will take longer than 2 minutes to do, it is deferred or delegated. With either it is put into Workfront as a task or issue on an existing project, entered as an ad hoc task, or turned into a new project. Assignments are either self assigned (deferred) or assigned to somebody else (delegated), 3) If no, it is either “filed for later”, or “deleted”. All communications received during the normal work day are evaluated the same way.This is my way to ensure I get all my work in Workfront. I fully believe that work that is not in Workfront

I use Workfront to manage my work and plan my week. Take this morning, for example. After pouring a second cup of coffee and preparing a breakfast sandwich, I roll up to my desk and laptop and turn to Workfront Home and notice the late tasks still remaining after reconciling earlier in the week. I wonder - how did I let that get by me? I’m reminded that any platform is only as good as you commit yourself to it. I send a quick update to the project owner and tackle the next task.Barring my own human failings, Workfront allows me to recover quickly and communicate effectively around the work that I do - and reminds me to stay on top of things.Workfront is essentially my work information resource and planner. I am a Senior Consultant within Workfront’s Professional Services group and much of my time is spent working with customers helping them with Workfront and I take to heart the way I work and use Workfront effectively. I’ve worked with many customers over the years and Workfront helps

Ready to take your reports to the next level? For quick access and improved visibility, add multiple reports to a single dashboard. To get started, complete the Create a Dashboard learning path on Workfront One. Benefits of DashboardsDashboards allow you to add multiple reports to a single page. If there are multiple reports that would be beneficial to you or to your users, add them to a dashboard and share the dashboard with anyone who needs access. That way, all information can be accessed with a single click or even pinned to the navigation bar. Keep reading for more information on pinning dashboards! Adding Reports to DashboardsWhile you can populate dashboards with reports, calendars and external pages, we will focus on adding reports, as that is most common. You can add a report to a new or existing dashboard directly from the Report Actions dropdown menu or you can create the dashboard first. If creating the dashboard first, in the Dashboard Details area, select the re