Adobe Workfront

Technology: 1 Leslie: 0 🤕 If you were registered for the Admin Chat for Marketing and Creative for this Friday you probably received a cancellation from me today. 😫 The registration list is gone, so I'm trying to reach out in a few different avenues to catch anyone that was planning on attending. ‼️➡️The event is still happening, but you'll have to register for the new event here. (If you weren't registered and want to attend, we'd love to have you too!) We hope to see you on Friday! 🎉

Each month, the Adobe Workfront Customer Success team hosts FREE, interactive workshops on various topics for System Administrators. If you're looking to ask questions, learn best practices and connect with other System Admins, check out the list of topics below and sign up for one, or all events. Topics vary month-to-month, so be sure to look for the monthly announcement center message and register on the Events page on Experience League.August 2 at 9am MT – Webinar Follow-Up: Communicating with End Users August 4 at 10am MT – Connect: Admin Chat for Marketing & Creative 🔥August 8 at 12pm MT – Ask the Expert: Canvas DashboardsAugust 14 at 7am MT – Connect: Workfront Strategic Admin Chat August 22 at 9am MT – Learn: Request Queues August 29 at 9am MT – Community Q&A Coffee Break: Agile (no video) September 1 at 10am MT – Connect: Admin Chat for Marketing & Creative  We hope to see you there!&

Hello, Is there on the product roadmap for Scenario Planner an ability to turn on a 'automatically update projects' within a plan. We have over 200 projects (draft, planning, current, evaluation) - so to pull Scenario Planner each time takes a lot of time (we would like to use monthly).  I know the resource planning tool is real-time, but scenario planner is the tool the teams love as its very visual. Thank You Emma

Well hello folks! 🐶   Thanks again to all the customers who attended and participated in Tuesday's Learn event, Making the case for Custom Forms in Adobe Workfront, hosted by the CS Scale Team Dream Team, myself @cynthiaboon , Nichole Vargas @nicholevargas  and Leslie Spier @lesliespier.    For those who missed the session, we've attached the presentation to this post and you can watch the on-demand recording here. If you have a specific question that was not addressed, please reply to this post!     Hopefully the event inspired you with the magic of Custom Forms, but just in case you want more magic, Monday’s (7/31/23) Adobe Workfront Community Q&A Coffee Break is all about Custom Forms! 🦄    Additional events are being added each week, including an upcoming session on Request Queues and a new series on Fusion. Keep checking our Events page for more info!     We hope to see you at an event

Use this thread to ask any questions related to the Make a request playlist in Experience League. Experts are monitoring this thread to ensure your questions are answered.

These are a few things our team has run into thus far and as we've also completed the survey, I thought it would be a good idea to let others know what is happening with the ability to add thoughts, ideas, etc.  And as a side note, I am SUPER excited about the new home experience, and I have been waiting for this for a very long time. Many of the issues are small and hopefully quick to resolve.  So far...***Filters are not named the same, specifically "ready to start" vs "active" and there is not a comparison chart***The filter options do not always show up on the "My Tasks" section, you have to refresh or click on something else to get them to pop back up***Mentions - when hovering over a name, a box opens to show name & contact info and it doesn't automatically go away unless you "x" out and is a nuisance***Mentions - ability to mark as seen, not always necessary to enter a job***System wide ability to set up views on "my home" for users. I've had to log in as

Hi,   Just trying to understand what all can be done when we integrate workfront with Adobe Target. Any suggestions.

It’s me again, your "On-Demand Workfront CSM" @cynthiaboon  with another “Top 3” video! 🤠    This time I’m sharing my favorite ways to get the most from Scheduling Reports. In the video, I show examples of how to use this feature to get even more from all the fantastic reports you build, including:  Increasing logins and adoption  Engaging your users with the Project Updates sent across your org  Using this feature to share more than Reports      If you haven’t had a chance to experiment with report scheduling, check out the following resources on Experience League:    Article - Schedule an automatic report delivery  Tutorial - Send and share reports    Do you have your favorite uses for Scheduling Reports? Please share in the comments section!    Interested in new ideas and approaches? Register for our upcoming workshops on our Experience League Events page. We hope to see you s

Did you know? You can make a collection of reports using a dashboard, and then make that dashboard easy to access with a custom tab. One way to get visibility into information in Workfront is with reports. But oftentimes, getting to those reports involves a lot of clicking around. Dashboards and custom tabs bring all the information you need to the forefront so you see everything you need right when you log in.   Let’s start with the dashboard. A dashboard is a collection of reports that can be viewed in one window. Dashboards can group “like” reports together -- such as a series of reports showing the status of tasks and the projects they come from. Or they can be used to streamline the work you’re doing -- such as a series of reports that track incoming requests, requests that have been converted to projects, those projects in action, etc. In order to create a dashboard, you must have a Plan license in Workfront with Edit access and the ability to create reports,

July is almost over, and August is gonna be fire! 🔥 Let’s look back on some of the favorite topics and helpful links to all the cool events from June and July. 😎    Before we get started looking back, let’s make sure you don’t miss out on any of the good stuff coming in August:    August 2 at 9am MT – Webinar Follow-Up: Communicating with End Users  August 4 at 10am MT – Connect: Admin Chat for Marketing & Creative  August 8 at 12pm MT – Ask the Expert: Canvas Dashboards  August 14 at 7am MT – Connect: Workfront Strategic Admin Chat  August 22 at 9am MT – Learn: Request Queues  August 29 at 9am MT – Community Q&A Coffee Break: Agile with Adobe Workfront Product Experts (no video)   Coming Soon!    September Connect Events  Marketing & Creative Admin Chat  Strategic Admin Chat  September & October Fusion Events September (TBD): Ask – Customer Panel on Fusion  Septemb

When clicking on the task in the new home the Right Hand panel opens. Some users are able to see the clock icon and log time, others are not. Anyone know why? We tried adding "hours" to their layout template but that does not fix it.  The desired result is for people to be able to see and log hours in the RH panel.

  Thank you to all who attended and participated in today's workshop, Getting Started with Resource Management in Workfront with the Adobe Workfront Customer Success team @myka-bohnsack @corinnaj and @cynthiaboon . There were so many great questions asked (and answered) live and in the chat, so I will do my very best to capture some of those as highlights below.   If you missed the session, please see the recording and resources below.      Below you will find a link to the workshop recording, a copy of the slide deck, additional resources surrounding Resource Management and recommendations shared from event attendees: See the attached PDF for slide materials With the new Work Time field located in the user profile, you can adjust capacity and still have resource availability calculated using the User’s schedule  Tips for adding planned hours when you aren’t sure where to start – use historical information and have a conversation wit

Hey, fellow Workfront professionals!   Are you facing challenges when it comes to editing custom fields? Be sure to check out this Knowledge Base article on Editing Custom Fields, which explores the common scenarios where users encounter difficulties in editing custom fields and provide you with step-by-step resolutions to overcome them.   The article highlights the importance of ensuring that the form containing the field is correctly attached to the object you want to edit, emphasizes the significance of granting the Contribute permission with the Edit Custom Form enabled in the Advanced Settings, and sharing settings on Request Queue custom forms if the affected form is part of a Request Queue.   Read the Knowledge Base article on Editing Custom Fields   P.S. Join our upcoming Adobe Workfront Community Q&A Coffee Break on July 31st at 9:00 am PST, where we'll dive deep into custom forms and help you enhance your data collection strategy. Register now and

Did you know? You can use column rules (or conditional formatting) to add emphasis to individual fields, and even entire rows, on a report? Conditional formatting can be used to call attention to specific information on a report. For example, you could highlight numbers in a budget column in red when costs are running high. Or you could highlight projects that are in the Planned or Current statuses in different colors to help you track work in progress. For this example, we have a task report that looks at all of the open tasks assigned to our team. We need to quickly see which of these didn’t get completed by their due dates—in other words, the tasks that are late. So let’s highlight the field in red. We'll walk through this in this linked video. The steps are also outlined, below. Workfront Wednesday Conditional Column Rules Video Start by editing the report and clicking the Due On column. This is the one that shows the task planned completion date. From there, clic

Do you have list reports or custom views that use conditional formatting, or column rules, so that a color can be applied to a specific row or cell? Did you know that you can use basic text mode to get those colors to match your company's style guide? There are a few places in Workfront where you can select a custom color: - Milestones - Custom Statuses, Priorities and Severities - Custom Chart Colors - Branding Colors When specifying a color in Workfront you have two choices: - Choose from the color palette, which will also give you the RGB code of the selected color - Use an existing RGB code (from your company's style guide, for example), to select a specific color Whether you select the color from a color palette in Workfront or find the RGB code in another application, you can use the RGB code in Workfront wherever an editable color code is found. NOTE: In Workfront, there is one place that uses an RGB color code but doesn't have a palette option, only eight standard c

Hi Everyone,   I wanted to see if anyone here is having much success with Boards. I have used a few other platforms that have much more complete Board features and while I like how this Workfront is developing this feature, I'm struggling to see how it can be effectively used at this time as the boards seem relatively islanded from the rest of the function within the core project management process of Projects/Tasks.   Controlling where cards insert into a connected project: I like how we can connect to an existing template/project. However the board just throws the task added (if you selected task and not issue) into the bottom of the project. This can get messy in a templated world as there are no controls around the naming of the cards, so sometimes you just end up with a random list of tasks with no parent at the bottom of projects. What is also concerning is the task that is created is seemingly unconnected if you're looking at the task from the Project views. No icon,

Each month, the Adobe Workfront Customer Success team hosts FREE, interactive workshops on various topics for System Administrators. If you're looking to ask questions, learn best practices and connect with other System Admins, check out the list of topics below and sign up for one, or all events. Topics vary month-to-month, so be sure to look for the monthly announcement center message and register on the Events page on Experience League.July 13 at 11 a.m. MT – Connect: Community Chat  July 14 at 10 a.m.  MT – Connect: Admin Chat for Marketing & Creative  July 17 at 7 a.m. MT – Connect: Workfront Strategic Admin Chat  July 20 at 10 a.m.  MT – Learn: Adobe Workfront 23.3 Release Round Up  July 25 at 12:30 p.m. MT – Learn: Making the Case for Custom Forms  July 31 at 10 a.m. MT – Community Q&A Coffee Break: Custom Forms We hope to see you there! If you have any questions

This informative article provides step-by-step instructions to establish a successful connection between Adobe Workfront and Jira. By checking and generating an API key in Workfront, you can overcome this error and streamline your workflow. This is a must-read to troubleshoot and resolve the issue efficiently.  The article provides a comprehensive solution to resolve the "Incorrect Request Error" encountered during the configuration of the Workfront for Jira add-on. It will guide you through the necessary steps to establish a connection between the two platforms successfully.   By verifying the presence of an API key in Workfront and generating a new one if necessary, users can overcome this error and ensure seamless integration. This practical solution empowers professionals to enhance their data collection strategy and optimize their workflow. Let us know if you have any questions!   Read the article and optimize your collaboration between Workfront and Jira  

Hello! I'm curious to learn more about add-on templates in workfront. I'm learning that more companies are starting to use add on templates. I'm curious to see if anyone else is using it and would love to see some examples/best practices on how to use it!         

For marketing teams with tight timelines, how do you get leadership approval and alignment on creative feedback quickly and efficiently? Background: We have 1 day to get leadership approval from 3 key leaders across the business (leaders from creative, merchandising and campaigns). These 3 leaders have a very busy schedule, typically have very limited availability and don't review creative on their own successfully or sometimes contradict each other if they do review in a silo. If the creative team has questions about the feedback, responses are delayed due to their limited availability. We would like to avoid stretching out the timelines needed for projects in order to meet the quick turn needs of the business. What we do currently: We have a 1 hr meeting every day with the 3 leaders to review all creative that is ready for them that day. Stakeholders, requestors, creative team and leadership are all present to discuss the feedback, provide background on the project and alig

At some point you may find yourself taking over an instance of Workfront you didn’t initially set up. Would you know where to start? How would you uncover why things were implemented the way they were? Where would you find documentation and answers?In this on-demand webinar, originally broadcast on February 15, 2023, Brandon Hamm, Head of Marketing Process and Platforms at Walgreens, Ryan Kirk, System Admin at RLI Insurance Company, and Jace Newbold, Workfront Consulting Manager (and former customer), each shared their experience in taking over a Workfront instance they didn’t have a hand in implementing.Together they covered:Their experience in taking over an inherited instanceWhat they wish they had known What every Admin should do today to set their future selves (and future Admins) up for successA new downloadable checklist with questions and resources to guide you in auditing and documenting your instanceAnd more.You can view the recording here and a copy of the slides is att

Cynthia from the Customer Success at Scale team is back again with the "Top 3" video series, with this edition highlighting reasons why you should be including images, videos, or PDFs in your Custom Form for your Request Queue.   This includes both fun and functional tips to improve communication and make filling out requests more interesting for your end users.      If you found this interesting, be sure to check out the Add an image (or other asset widgets) to a Custom Form article on Experience League for step-by-step instructions!   Have any questions or comments for @cynthiaboon? Be sure to let us know in the comment section below!

THANK YOU to all customers who took the time to participate in today's workshop, Ask the Experts: Workfront + Creative Cloud Integrations, hosted by Shannon McDonnell @shannonmcd  from the Workfront Product Team and Christian Tith from Engineering. There were a lot of great questions and awesome ideas for new product enhancements, so I really appreciate everyone being so engaging off-mute and in the chat! I have collected all of your suggestions for how to improve the Creative Cloud integrations and will be sharing that list with the Adobe Workfront Product team.  For those who missed the event, you can watch the the on-demand recording here. A PDF version of the slide deck is attached to this post. Additional events are being added to the Events page each week, so keep checking regularly to ensure you don't miss out. Two 🔥 topic events are happening in the coming weeks that you don't want to miss: 6/13 @ 2:00pm MT - Office Hours - R

What exactly is a Center of Excellence and why do you need one for Workfront?In this on-demand webinar, originally broadcast on June 21, 2023, Neal Gardner (@nealgardner_mattel), Manager, Marketing Asset Management Operations at Mattel, and Samantha Bagley (@samanthaba), Principal Customer Success Manager at Adobe Workfront, shared their experience in how investing the time up-front to establish a Center of Excellence (CoE) will make ongoing administration of Workfront easier, not to mention more sustainable and scalable in the long run.It’s also not as hard as you might think! Together, they coverd:Components of a successful Center of ExcellenceThe “enablers” you can look for along the wayHow to start and find incremental success as you goHow establishing a CoE at Mattel resulted in a significant improvement of end user adoption, breadth of product usage and data integrityAnd more!You can view the recording here and a copy of the slides is attached. Have questions for our speakers? Ta

Hi,  I would like to request input from everyone who might have integrated Hive9 with Workfront before. Hive9 is a budgeting tool that is used by our client to plan marketing campaign. A tactic must be submitted into Hive9 and then approved only then a request / project is to be created in Workfront.  We would want to automate and integrate the process so that when a tactic is approved, a request will be automatically created in Workfront.  I have reached out to Workfront Fusion support to enquire about this issue and it seem that this is not possible to be done using Fusion as we do not have a dedicated module for Hive9 and Hive9 does not support RESTful API for us to use Fusion HTTP Module.  I would appreciate if anyone can provide an input on how should we integrate the two platforms so that the manual input of request / projects can be eliminated. Thank you!