Skip to main content
MeganBa1
MeganBa1
Level 2
June 2, 2026
Question

Daily Tasks vs. Project Tasks

  • June 2, 2026
  • 2 replies
  • 19 views

Hi there!

We may use Workfront a little differently (maybe not as robustly) than others so I’m looking for some insight.

We have individuals that create “projects” with “tasks” for more daily tasks / updating of items / check lists / documentation (think that they visited a location and want to document what was discussed/observed there).   

Then we have true “Projects” that have meetings corresponding to the goals/expectations of a project, tasks, deliverables, etc.

How we currently have WF structured these “daily/weekly” documentation project items fall in the same programs as true Projects.  I’m looking for any help or insight on how to redesign the system so we have a structure that better distinguishes between Projects and those documentation/one off tasks items.

Thank you!

2 replies

S
Adobe Champion
ScottMo1Adobe Champion
Adobe Champion
June 2, 2026

Hi Megan - this is exactly how we use Workfront.   We also have checklists that generate open issues as well as tabulate quality performance.   Workfront runs our entire company from HR to Facilities to Project Management and many other areas.   Happy to chat.   

Lyndsy-Denk
Community Advisor
Lyndsy-DenkCommunity Advisor
Community Advisor
June 2, 2026

​@MeganBa1 One approach is to require the use of project templates, then design templates in a way that helps you tell the difference. I can see this going a couple different ways:

  1. You can report on the template usage itself (ex. count the number of projects that used A template, B templates, etc.).
  2. Add a custom form to projects that has a field that defines the differences in project type. You can technically do this without templates, but it’s more work. At the template level you can prepopulate that field. So if templates A and B are for true projects, the field then says, “I’m a real project.” Template C, though, would have that field set to, “I’m not a real project.” Then you can report on all the projects that have “I’m a real project.”
Terms & ConditionsAccessibility statement

Loading footer...