User Group Follow-up (Feb 2, 2021) - Transitioning to the New Workfront Experience | Community
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KristinFarwell
KristinFarwell
Employee
Feb 2, 2021 4:44 PM UTC

User Group Follow-up (Feb 2, 2021) - Transitioning to the New Workfront Experience

The purpose of this thread is to continue the conversation from the Virtual User Group on the topic of Transitioning to the New Workfront Experience on February 2, 2021.

Many thanks to everyone who came to our virtual meetup! Special thanks to @Kate McGuinness‚ for sharing her perspective and guidance, and to @Brittney Lewis‚ for sharing more about the journey SSGA has been on.

As promised, attached is a PDF of the presentation, and you can watch the recording here.

Do you have any outstanding questions related to the new Workfront experience? If you've started your transition, how's it going? Is there anything you'd share with those about to start? Or if you haven't started your migration, what's holding you back? Leave a comment below and we’ll keep the conversation going.

Thanks again. If you have any feedback (good or bad), please don’t hesitate to reach out. You can find the schedule for all upcoming User Groups on the Events page on Workfront One (one.workfront.com/events).

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    21 replies

    CatherineKe
    Level 5
    May 18, 2022 1:35 PM UTC

    We are fully on NWE. I'd like to clean up and remove the old templates that are no longer relevant.

    Is there any concern with deleting our layout templates that are leftover from Classic?

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    CatherineKe
    Level 5
    Nov 23, 2021 4:48 PM UTC

    Is there a NWE Equivalent of the Classic "Working On" Info?

    I'm not sure if this is the best place to ask, but figured I'd start here... in classic, I could go to a user view and see various tabs, such as Updates, Working On, Work Requests, Accomplishments, etc. Is there a way to see that in NWE?

    For example, my.workfront.com/user/view?ID=xxxx

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    kynabaker16
    kynabaker16
    Employee
    Nov 23, 2021 6:17 PM UTC

    Hi Cathy,

    I know that @Jeremy Flores is working on several updates semi-related to this, so I'm tagging him to see if he can share the latest when he's back next week!

    br

    Thanks,

    Kyna

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    jerflo
    jerflo
    Employee
    Dec 2, 2021 4:45 AM UTC

    Thanks, Kyna. Hi @Cathy Kenny‚ - looks like there isn't. However, you can go to a user and see their Updates which would show you what items they've been working on. Curious to learn more about how often you were using these and the specific use cases around them. Thanks!

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    CatherineKe
    Level 5
    Nov 17, 2021 4:41 PM UTC

    The last of my classic users will be transitioned to NWE on Friday! Whew!!

    I have a couple of questions-

    • How long have others lived with NWE before asking WF to turn off the classic option?
    • When we are fully on NWE, will the Users by Layout Template report (available on the Workfront Cleanup Dashboard) show the proper NWE layouts that users are assigned?
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    skyehansen
    skyehansen
    Level 4
    Nov 17, 2021 4:53 PM UTC

    @Kyna Baker - inactive‚ -- it's time to update the workfront cleanup dashboard. :)

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      kynabaker16
      kynabaker16
      Employee
      Nov 17, 2021 7:08 PM UTC

      Hi Skye,

      The dashboard should update automatically when you switch to NWE. Can you give me a little more info about what needs to be updated exactly?

      Thanks,

      Kyna

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      CatherineKe
      Level 5
      Nov 4, 2021 2:39 PM UTC

      Hi all, the majority of my users have been transitioned to NWE - finally!. I need to create a new user (first time in Workfront) and am wondering if I can create this user directly in NWE? Or, do I need to create their "classic" account, and then enroll them I NWE afterwards? The new user account questions seem to indicate they have to be in Classic first.

      I feel like I'm just overlooking something... Thanks! Cathy

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        sethfinch1
        Employee
        Nov 4, 2021 4:32 PM UTC

        Hi Cathy,

        My name is Seth. I am one of the senior support engineers for Workfront.

        Congratulations! That is fantastic about the users you have already transitioned to NWE.

        As for your question about creating a new user directly in NWE, please reach out to our customer support team. You can request Classic be turned off as an option, and they can help you with that. Once completed, the system will create new users in NWE.

        As an FYI, turning off the Classic option will move all of your users to NWE. If you have users you are still waiting to transition to NWE from Classic, you may want to hold off on that option.

        In the interim, switching new users over from Classic to NWE via the System Settings NWE portal will be necessary.

        Thank you!

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          svetlanasilina
          Employee
          Feb 2, 2021 9:02 PM UTC

          Hi Csengelle!! You can download the transition plan file from the New Workfront Experience Success Guide: 1-month Plan to Kick-off your Transition > Week 1 > Step 1 > last bullet and I've attached the file below for easy referencing as well. You'll need to follow these instructions to import it like an MS Project to import it into your Workfront environment.

          Let us know if you have any questions!

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          CsengelleKo
          Level 2
          Feb 2, 2021 8:35 PM UTC

          Can someone please share the transition sample plan, that we can import on to WF?

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          BrittneyLewis
          BrittneyLewis
          Level 3
          Feb 2, 2021 6:10 PM UTC

          Here is the training agenda that I reference during all of my training sessions - enjoy!

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            BrittneyLewis
            BrittneyLewis
            Level 3
            Feb 2, 2021 6:09 PM UTC

            Hi all - it was so nice speaking with everyone in today's user group session!

            As promised, attached is my implementation plan exported from Workfront using the new feature available in NWE!

            I will post my training script separately.

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              svetlanasilina
              Employee
              Feb 2, 2021 5:31 PM UTC

              Hello! We had a couple of questions in our breakout session that we want to make sure to answer:

              How long does it take Support to migrate layout templates? Answer: How long would it take Workfront Support to help migrate a layout template. The goal is to resolve a migration request within 1-2 days.

              Do we have a comparison of new vs old layout template changes? Answer: Interface comparison 1-pagers can be found on this page under the “Interface Comparison” section: https://one.workfront.com/s/new-workfront-experience?tabset-b24e5=adf70

              Is there a checklist of all of the things a sys admin should check when updating layout templates and preparing for migration? Answer: The onboarding guide and the 1-month transition plan are the only checklist resources that are available at this time.

              Please let us know if you have any questions!

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