Adobe Workfront

Times change. People change. Processes change. And we must change with them. Nearly every customer that has used Workfront for more than two years realizes that what they implemented initially doesn’t match how they do things today; that what their leadership wanted years ago doesn’t align with what leadership wants today; and that the tidy, easy-to-manage system they once had has become overgrown with thousands of outdated and unused templates, reports, request queues and custom fields.   In the spring of 2019, Workfront was no different. As a company, we are our oldest customer. We’ve used our work management software longer than any organization in the world. And we developed some bad habits along the way.    For nearly two decades, our instance of Workfront has been the sandbox and test kitchen for hundreds of product managers, engineers, consultants and system administrators. Every one of our 1000+ employees had a plan license, giving them unfettered freedom to cre

This blog series is a converted learning path that is made up of 3 sections and does not necessarily need to be reviewed in sequential order. Please use the following links to navigate to other blogs in this series. We recommend completing Section 1 and then at least one of the subsequentsections - select whichever kick-start section most closely aligns with your business objective. Overview: KPI Dashboards in the New Workfront ExperienceSection 1: Introduction to KPIsSection 2: General KPI dashboard kick-startSection 3: Marketing KPI dashboard kick-start   Working with the general KPI dashboard kick-start Project managers and resource managers need a quick way to assess overall demand and productivity over time. This is just what the general KPI dashboard kick-start will help them do.   As the system administrator, you can import and share the KPI dashboard kick-start in Workfront. You may be responsible for customizing and monitoring the dashboard, or yo

A year into our use of Workfront and we're looking at how we've set up Groups. We started with our own departments at the top level, but have had to add partner companies at that same level too.We do that when we need to differentiate teams within those companies, or give them different layout templates etc. I've checked a few other Q & A's but didn't find anything addressing this specifically. Should we, as it's early days, create a top level 'Company Name' entry for our company in Groups.We'd then have to move all our existing groups under that root item. Other companies would continue to have their own 'root' groups at this top level too. Hope that makes sense. Any thoughts welcome about whether it's worth doing now before we get too far down the line, and likely grow the number of third parties we deal with. Thanks 

Hi, Wondering if anyone out there has experience with cleaning up custom fields in an inherited instance. With thousands of fields and not much background on why any of them were created to begin with, it can be a bit of a hill to climb. I've started with the obvious, like fields not associated with forms, fields missing descriptions, duplicative fields, fields starting with or containing special characters, names/labels that read like run-on sentences. What other "flags" have caught your attention? What methods have you used for sorting through and organizing the data? What challenges or problems did you face and how did you overcome them? Thank you in advance!

Eighteen members from the WUG-DMV chapter gathered during Tuesday's lunch hour to kick-off our launch party. Although this is the DMV chapter we had representation from states such as Iowa, Colorado, Pennslyvania, and the Carolinas; spanning experience levels from day one @14962020 to have never used Workfront (yet). There were plenty of stories and even more laughs as we went around introducing ourselves.   If you missed the party (or just want to relive the fun), check out the slides are attached to this post. And more importantly if you want to be in the room where it happens next quarter, join our chapter to get notified once the next event is scheduled! https://workfront-augs.adobe.com/wug-dc-maryland-virginia/   Fill out these quick polls to share your thoughts and help us plan an even bigger and better event! 📆Planning Details Survey 🎙️️Discussion Topics Poll

Huge thanks to our Workfront Planning Product team, @lilitm, @anfernan, @robertel2,  @andywat, and @khachaturse, for sharing the latest features of Workfront Planning! For more information on what’s coming next for Workfront Planning, be sure to bookmark the Adobe Workfront Planning Release Activity page on Experience League.  If you missed our session, we have links to the slide deck, recording, and some additional resources. We’ll add the full Q&A from the event as a comment to the post later today.  Slide Deck PDF  Recording  Link to register for the July 31 event  Looking for more examples and demos? Check out the recordings below!  [Event Follow-up] Learn: Chart Your Course to Success with Adobe Workfront Planning March 14, 2025 with Adobe Workfront Planning [Event Follow-up] Start Fast, Scale Smart: Activating Team-Level Success with Workfront Planning May 28, 2025      Additional Resources:  Are

Each month, teams across Adobe Workfront host FREE webinars, interactive workshops, customer panels, and open Q&A sessions on various topics for System Administrators.   If you want to learn best practices, ask questions and collectively brainstorm solutions, or connect with other system administrators to build your network, sign up for one or all of the following events:   July 8 at 8:00 a.m. PT – Admin 101: Getting Started with Workfront July 10 at 8:00 a.m. PT – Adobe Workfront Third Quarter Release Webinar July 11 at 9:00 a.m. PT – Connect: Admin Chat for Marketing & Creative July 21 at 6:00 a.m. PT – Workfront Collective July 22 at 8:00 a.m. PT – Reimagining Content Approvals in Workfront: What’s New, What’s Better, and What’s Next July 31 at 9:00 a.m. PT – Workfront Planning: The Smart Start — Building Your Base Implementation Register using the links above or through the E

First and foremost, a huge thank you to Andy Hess @andyhess for leading today's workshop on the upcoming changes to the Workfront API and Fusion. If you missed out, no worries - links to both the slide deck and recording are listed below, along with a few key takeaways and resources from the chat.Slide deck PDF Workshop recording An event hosted in partnership with the Adobe Software Development Team was delivered in early May on the changes to Event Subscriptions if you want to learn more on that specific area, [Event Follow-Up] Preserving Your Fusion Scenarios During the Event Subscriptions V2 UpgradeKey Takeaways and Resources: Changes to the Workfront API multi-select fields are coming in version 21 (October 2025) to ensure consistent JSON array format instead of mixed string/array responsesEvent subscription versioning is being introduced - version 2 will always return multi-select fields as arrays, while version 1 maintains current inconsistent behaviorNe

Hello community!We are in the process of implementing Workfront and migrating from Percolate. As part of our migration effort, we had been using Percolate IDs as a lookup element to match metadata from Percolate with content like web pages, emails, and other marketing materials in a PowerBI report. Workfront has their own ID system that will support us in maintaining that similar set of reporting which is great.Enhancement and clarifications we are trying to work through from our legacy process include:Can Workfront IDs be sent as custom metadata into an AEM Sites page?Should we consider a web page as a "Project" or "Document" in Workfront? Document is appealing as webpages are updated from time to time and having a durable ID is critical for analysis. Project feels more like a what would be used to create or update a webpage.Thank you for a point of view on what other teams might be using or if this investigation is helpful for you.

The following filters are for a template report. They should help you see which templates are being used, or not. How often, or not. And when.Associated CUR PLN ONH projects (projects made from these templates are in progress)EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=PROJ EXISTS:a:statusEquatesWith=CUR PLN ONH EXISTS:a:statusEquatesWith_Mod=in EXISTS:a:templateID=FIELD:ID isActive=true isActive_Mod=eqAssociated Projects in Past year (these templates got used this year)EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=PROJ EXISTS:a:entryDate=$$NOW-1y EXISTS:a:entryDate_Mod=gte EXISTS:a:templateID=FIELD:ID isActive=true isActive_Mod=eqAssociated Projects (these templates got used at some point)EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=PROJ EXISTS:a:templateID=FIELD:ID isActive=true isActive_Mod=eqNo Associated CUR PLN ONH projects (no projects made from this template are currently open)EXISTS:a:$$EXISTSMOD=NOTEXISTS EXISTS:a:$$OBJCODE=PROJ EXISTS:a:statusEquatesWith=CUR PLN ONH EX

Hello Workfront System Admin community, I'm wondering how you manage the intake of your work from a business perspective. Aside from creating WF admin request form and queue, do you also use Jira, or something similar from a developer point of view. for example, someone would write the user story, someone works on the user story and someone validates that the work was completed in Workfront. Can you please share how you manage this at your company?thanksJennifer

Workfront is powerful—but not all-encompassing out of the box. Sometimes you need Fusion to close the gaps on those repetitive processes. Ericsson tackled that common challenge: users manually entering project expenses across disparate systems.   Huge thanks to Lucas Brito (@lucasbrito), Marketing Tech and Analytics Manager at Ericsson, who led this session, sharing how Ericsson extended Workfront to capture true event costs, streamline financial visibility, and reduce manual errors—ultimately making the process simpler and smarter for everyone involved. Lucas explained the integration of Fusion with various systems, including SharePoint, Power BI, and SAP, to automate the expense reporting process, and even jumped into Fusion for a live demo! If you missed our session, we have links to the slide deck, recording, and resources below.  Workfront slides with resources  Lucas’ Fusion presentation slides  Recording  Are you just getting started with Fu

I'm the admin for my instance, and our field service support team asked me if there was a way they could track service calls in Workfront.Currently they use an Excel spreadsheet that includes details of the call, who answered the call, how the issue was resolved, etc.  There are also a variety of year end reports in the Excel spreadsheet.We sell our product through OEMs, so there aren't a high volume of service calls, only 1-3 a week during heating season.The team wants to explore Workfront as an alternative to licensing additional software such as Salesforce.Is anyone already doing this?  Would you mind sharing how you have it set up and any relevant lessons learned?Thank you!

Whether you're a new inheritor of an Adobe Workfront instance or a seasoned manager, beginning with a methodical assessment is your gateway to sustained success.   Join this essential session on Thursday, June 5th, 10 AM - 11 AM PST, where we'll guide you through evaluating your instance with precision and intention—spotting strengths, identifying potential improvements, and creating a foundation for expandable enhancements.   You'll discover techniques to:   Perform a comprehensive instance review using built-in system tools Assess organizational structure, naming protocols, and process flows Reveal operational bottlenecks, duplications, and control weaknesses Pinpoint opportunities for automation and feature implementation   This workshop is perfect for professionals assuming responsibility for an established Workfront environment—or those simply ready to optimize and elevate performance!   Register Now

Hi All, Brainstorming some way to manage the Integration Service Account in Workfront. As we are slowly moving from API Keys to OAuth2 Authentication. It would be interesting to know what the best practice or approach to manage it. I notice for OAuth2 Authentication can only create up to a total of 10 OAuth2 Applications, and this would be an issue as we might be exceeding it.  Thanks in advance! Regards,Bryan

Applications are now open for the Adobe Workfront Champion Program, inaugural class of 2025/2026! We’re looking for highly skilled and passionate Workfront customer/partner practitioners. The application window will close on June 10th. Don’t miss this chance to elevate your impact, build your brand, and become part of an elite group of Adobe advocates. Apply today: https://event.adobe.com/2025championapp-Workfront?trackingid=X6FJHGWG ICYMI: The recording from our May 15th informational webinar is on this blog page: https://experienceleague.adobe.com/en/docs/events/learn-from-your-peers-recordings/adobe-champion-application. Lots of information on the program, what it’s like to be an Adobe Champion, and tips for submitting your application. Good luck!

We are thinking of JumpSeat.io to integrate with Workfront to help the new users with Guides and wayfinders.  anyone aware of it? and how efficient is it with Workfront? any drawbacks or better tools to similar to JumpSeat?

Each month, teams across Adobe Workfront host FREE webinars, interactive workshops, customer panels, and open Q&A sessions on various topics for System Administrators.   If you want to learn best practices, ask questions and collectively brainstorm solutions, or connect with other system administrators to build your network, sign up for one or all of the following events: June 5 at 10:00 a.m. PT - Wake Up With Workfront: Optimize to Elevate. Auditing and Aligning your Adobe Workfront InstanceJune 6 at 9:00 a.m. PT – Admin Chat for Marketing & Creative June 10 at 8:00 a.m. PT – Admin 101: Getting Workfront Data June 10 at 9:00 a.m. PT - [Workfront AMA] Ask Me Anything about Adobe Workfront Certifications - this is a "reddit-style" text thread hosted on the Community by two Workfront Community Advisors! June 12 at 8:00 a.m. PT – The Workfront Fusion Fix: Ericsson’s Smarter Way to Unlocking True Event Costs

First and foremost, a huge thank you to Matt Mitchell @mattmi3 from the Product team for sharing his expertise around what Data Connect is and how it can be used to access Workfront data and provide visibility to drive business decisions! If you weren't able to attend today's workshop - we've got you covered. A short summary and resources from the session (slide deck and recording) are published below: Slide deck PDFWorkshop recording   Summary and resources from the chat: What is Data Connect? A secure and scalable solution that provides business insights by connecting Workfront data to visualization tools like Tableau, Power BI, Domo, and Looker. It is included in the Ultimate package, but available as an add-on ($) for those on Prime and Select. Reach out to your Account team for more information. While we aren’t able to provide you with a test drive (at least right now) to play around, you can always reach out to your Account team to see if they can he

Our marketing department structure was redone into 5 centers of excellence (COEs) about a year ago. Currently, only 1 of the COEs uses Workfront as their project management software. We are beginning a transition into all COEs having Workfront, as well as incorporating the Planning tool. I'm just curious if anyone has transitioned from one group using to several, with possible "groups" created to privatize certain projects specific to one COE. If so, what are the challenges you had and what can we think about when planning the license structure and user setup. 

Huge thanks to @andywat and the Adobe Workfront Product team for joining today’s webinar and sharing their expertise around Workfront Planning!  If you’re just getting started with implementing Workfront Planning, consider a team-first approach rather than enterprise-wide implementation to help with adoption efforts  Federal vs State Model: Set up a governance strategy where teams (states) adopt Workfront Planning autonomously within guided parameters, rather than waiting for complete enterprise-wide (federal) implementation   Key Benefits of Team-First Approach: Faster adoption, reduced resistance, built-in evangelists, lower support burden for admins, and real-world feedback to inform enterprise-scale design decisions  If you missed our session, we have links to the slide deck, recording, resources, and summarized Q&A below.  Slide Deck PDF  Recording  Link to register for the June 26 event  Looking for more? Here are some additio

 First and foremost, a huge thank you to Erika and Brooke from the Adobe Software Development Team for taking the time this morning to share their expertise and recommendations around upgrading Fusion scenarios to Event Subscriptions V2. If you weren't able to attend, you're in luck - below are links to the slide deck and recording, along with a short summary of what was explained: Slide Deck PDF Workshop Recording Resources and Recommendations: Review the documentation on event subscriptions V2 changes to understand all potential impacts, as today’s session only covered the 2 biggest changes.  Only scenarios that start with Adobe Workfront watch events module or custom webhook modules need to be migrated; Workfront planning watch events modules are already on v2 All new subscriptions created after the 25.2 release (April 10, 2025) are created as Version 2. The two major changes in V2 are multi-select fields will always return as arrays (eve

Are you passionate about Workfront and eager to share your expertise with the community? The Adobe Champions Program recognizes our most knowledgeable and passionate practitioners—those who help drive product adoption by:Sharing technical expertise, best practices, and strategies with the broader customer community.Collaborating with Adobe teams through product feedback, beta testing, and roadmap discussions. Each year, 40 Champions are selected through a rigorous application and review process across key Adobe Experience Cloud products, including Adobe Marketo Engage, Adobe Analytics, and Adobe Experience Manager, and new this year Adobe Workfront, Adobe Commerce, and Adobe Experience Platform. Join our live webinar to learn more about the program, benefits, selection process, and how to make your application stand out.Date: Thursday, May 15, 2025Time: 9am-10am PSTRegistration: https://engage.adobe.com/Champion_applications.html The application window for new 2025-2026

The WUG SoCal Chapter is back for another event in June, and this time, we're bringing to you one of the hottest topics in tech - AI. 🔥🔥  In addition to networking with local peers in your area 🌴, this 45-minute virtual event will feature a lively, fast-paced, and energetic debate (imagine a mix of 'The View' and 'Pardon the Interruption') focused on Workfront AI, covering everything from the latest features and trends to strategies for overcoming AI approval challenges in your organization. Think of it as an unfiltered, completely open forum where you can ask others your burning questions, express what you're most excited about, and get real talk from others in your industry. We’re excited for you to bring your perspective to the table.  Register here: https://workfront-augs.adobe.com/e/mndtdz/

It looks like Workfront rolled out a new Search interface without alerting us of the change in the release notes (not good).  Anyone having issues with this search interface?  When I switch over the the Advanced Search option in the interface it crashes my browser.  Wish they would iron out all the bugs in these updates prior to them being rolled out to the user base.