10 Useful Adobe Workfront Tips for Beginners in 2022

By Ann Young 22 days ago, Apps and Software

Workfront can be used for any project, so these Adobe Workfront tips are universal. Workfront is a web tool for managing projects or marketing teams. It allows participants to spend more time on important tasks and reduces the number of interruptions and repetitions.

This unified platform proved to be so easy to use that it became part of the Adobe Experience Cloud. Therefore, if you are already registered with it, check out the benefits of Workfront.

Workfront includes all the standard features for project management as well as resource allocation. It allows you to complete an assignment in fewer clicks, efficiently manage and update work, and streamline data entry and collaboration.

To get the most out of this tool, you need to do some initial adjustments. Besides, you should have some skills in creating queries.

Although the Workfront is a semi-automated solution, it cannot do all the work. You can apply various techniques, Adobe Workfront tips and tricks that provide greater functionality and efficiency.

1. Adobe Workfront Components: Where to Get Started?

adobe workfront tips goals

The first step should be to develop a strategy to align all departments with a single vision for the company’s future. Adobe Workfront Goals tool helps you define what you need to achieve, measure KPIs, and achieve measurable results across your organization. Aligning goals with the right strategy will increase employee contributions to the company.

Scenario Planner helps to prepare different layouts in advance and then choose the plan that best suits the company's progress. By using data optimization, it gives you confidence in every decision.

Workfront Fusion brings technology and business together by providing free data integration across systems and teams. Integration with other business-critical technologies, such as Adobe Creative Cloud, Microsoft and Google products, increases productivity, expands visibility and reduces costs.

2. Integrate Other Cloud Solutions and Web-Based Applications

adobe workfront tips fusion

Creative Cloud lets you work within a single zone by eliminating window switching and keeping your projects running. The creative team can download assets directly from the CC, giving managers a more complete idea of the project's progress. Once verified, you can add comments and updates to tasks to make collaboration easier. Workfront helps you manage reviews and approvals as you don’t need to deploy email threads.

You can connect Adobe Experience Manager to Workfront to improve the efficiency of your team's production cycle by consolidating processes on a single platform. Team members can provide quick feedback, minimizing rewinding during the review. Full visibility into the work lifecycle with Workfront leads to better work management.

adobe workfront tips integrations

Workfront has excellent integration with the entire Microsoft suite including some of the best file sharing services, such as OneDrive, Sharepoint, and Microsoft Teams. This feature allows teams to work seamlessly between documents and applications and keep abreast of developments.

Similar to Creative Cloud, users can create new Google documents, slides and sheets directly in Workfront without wasting time switching tabs. Organize your projects with Google Drive files and assign tasks to the appropriate group. As a result, you will gain a better understanding of priorities to achieve project goals.

3. Keep Your Browser Zoom Setting at 100%

adobe workfront tips browser

Sometimes when you select an option from a drop-down box or request queue in legacy browsers, the drop-down menu appears in a random part of the screen or does not appear. Check the zoom in your browser and make sure it is set to 100 %. In some browsers, a different value may cause problems with the appearance of drop-downs.

4. Modify Several Individual Tasks Simultaneously

adobe workfront tips tasks

If the commit date is missed or the project needs to be changed, this can cause the project manager to spend time changing individual assignments. You can speed up this process significantly if you follow this Adobe Workfront tip.

You need to go to a project that is still in the planning stage and use duplication to create multiple assets in addition to separate tasks. First, tick tasks that need to be duplicated. For example, these can be production tasks or emails. The lines should turn blue.

adobe workfront tips filter

Right-click or navigate to the More button at the top of the screen to select a duplicate option. Choose the main task and the tasks below it. Then click on the tab or indent button to hide the heading task as needed.

Organize your work under the heading tasks for specific parts of the project using one of our Adobe Workfront tips. The number of required assignments is subsequently doubled in the task of the copied header. This allows you to create a filter to easily assign team members in the timesheet tab. For example, you can quickly link all design tasks to designers.

The filter allows you to find individual projects. Under the status, you can see all the tasks assigned to the project. You can modify the starting date if the schedule is lagging and then save the filter for later use. Changing the duration of a project helps you sort the tasks that can be assigned to resources using the drag-and-drop option.

5. Create a Favorite List for Content Search

adobe workfront tips favorites

When frequently used teams, projects, and resources are not saved, it can take a while to find them through the search bar. Keeping links in a bookmarked list reduces the time you spend on looking for these things. To add an entire team or an individual employee to your favorites, you need to go to +Add Current Page under the star icon.

This view displays history and bookmarks with up to 40 recent items for each object and up to 20 favorites. When the project is finished, it is simply removed from the list. However, it will show up in recent history. If needed, you can add it at any time.

6. Use Home Page Filters and Sorting to Avoid Cluttering

adobe workfront tips sorting

This is one of the most helpful Adobe Workfront tips for users who run multiple projects and work with different teams. Their homepages are crammed with tasks. Using a filter list allows you to create a more user-friendly homepage, with a more accurate view of assigned work and ordered responsibilities.

Deselect inactive items, such as completed items, and not ready ones. You will see fewer lines highlighted in red. The sorting feature allows you to organize by planned completion, commit date, project, and priority.

Commit dates allow you to schedule shutdowns personally and then automatically mark this for the project manager in the task updates section. This option gives advance notice of whether delivery by the deadline is possible or a new completion date should be set. You can add the task to the priority list by clicking on the button with three dots to the left of Done.

7. Change ID to Name in Text Mode for Details Tab

[css autolinks=”false” classname=”myclass” collapse=”false” firstline=”1″ gutter=”true” highlight=”2,3,10″ htmlscript=”false” light=”false” padlinenumbers=”false” smarttabs=”true” tabsize=”4″ toolbar=”true”]displayname=Documents
valuefield=project:manager:name
querysort=project:manager:name
valueformat=HTML
displayname=
linkedname=project
namekey=view.relatedcolumn
namekeyargkey.0=project
namekeyargkey.1=manager
namekeyargkey.2=name[/css]

When creating presentations and reports in Workfront, sometimes the information is far from the object you are working on. This will limit the display options in the field explorer. For example, if you add a named column to a task report or task view, you will find the only option for a project member's name titled “field name ID”. Below, you will see some Adobe Workfront tips and tricks to fix this problem.

While this option can be important for the Workfront database, it is not meaningful for users viewing the report. You can change it using text-mode editing.

You need to go to the report or view editor and click on the ID field column to switch to text mode. Replace “ID” with “:name” in each “field name ID” line. For example, project: manager ID → project: manager: name. Another way is to paste the above code with your text field on the filters page.

8. Find Projects with No Tasks, Issues, or Documents

[css autolinks = "false" classname = "myclass" collapse = "false" firstline = "1 ″ gutter =" true "highlight =" "htmlscript =" false "light =" false "padlinenumbers =" false "smarttabs =" true ”Tabsize =” 4 ″ toolbar = ”true”] [/ css]
EXISTS: a: $$ EXISTSMOD = NOTEXISTS
EXISTS: a: $$ OBJCODE = OPTASK
EXISTS: a: projectID = FIELD: ID
EXISTS: b: $$ EXISTSMOD = NOTEXISTS
EXISTS: b: $$ OBJCODE = TASK
EXISTS: b: projectID = FIELD: ID
EXISTS: c: $$ EXISTSMOD = NOTEXISTS
EXISTS: c: $$ OBJCODE = DOCU
EXISTS: c: projectID = FIELD: ID [/ CSS]

After the implementation of Workfront, your system will have projects that were created by mistake or abandoned shortly after creation. By using some Adobe Workfront tricks, you can remove some of them by searching for “Untitled Project” and deleting all results. However, this method does not work for renamed projects.

To help maintain the system, you should use text mode to search for projects without tasks, issues or documents. When creating your project report, go to the filters page, switch to text mode and paste the above code.

9. Place Links to Documents in the Project or Task View

[css autolinks = "false" classname = "myclass" collapse = "false" firstline = "1 ″ gutter =" true "highlight =" "htmlscript =" false "light =" false "padlinenumbers =" false "smarttabs =" true ”Tabsize =” 4 ″ toolbar = ”true”] displayname = Documents
listdelimiter =
listmethod = nested (documents) .lists
textmode = true
type = iterate
valueexpression = CONCAT ({name}, - "https: // & lt; domain & gt ;. my.workfront.com/document/view?ID=",{ID}, ";")
valueformat = HTML [/ css]

When creating a project / task or report view, add an empty column and switch to text mode. Copy and paste the code provided to create hyperlinks to documents from Project View. Don’t forget to update the <domain> section of the URL with the domain of your Workfront instance.

Click Save in the text mode window, then save the view or report. Now, when viewing the results, you will see the names of all attached documents listed along with the URL, which will help you navigate directly to the document.

10. Benefit from the Experience of Industry Experts

expert adobe workfront tips

Solve the challenges of review and approval processes by using these expert Adobe Workfront tips and tricks when working with one of the best online collaboration software. Explore real-world solutions to the most common review and approval issues, including avoiding missing deadlines, standardizing your process, and backtracking delays.

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