Adobe Workfront

Welcome to the latest Expert Insights!  I’m Cynthia Boon, your “On-Demand” Workfront CSM and for this episode we have Workfront Text Mode Jedi, Katherine Lanning @katherinela, Workfront Solutions Engineer from IQVIA!  During this episode, Katherine shares her story, her passion for all things Text Mode Reporting, and demos how she built her “Sanity Management” Dashboard!  Check out the video here!  Text Mode can be challenging, but the rewards are amazing.  Just remember Katherine’s advice!  “If you can see it, you can change it.”  Flip into text mode on standard reports to see how columns are built.  Learn by tinkering.  Add fields, switch to text mode, and experiment to understand what drives the data.  Use plain language.  Title columns as questions or clear statements so non-admins can interpret them easily.  Add descriptions.  Customize hover text in text mode to explain data and guide users.  Make

Hello, Is it possible to create a report view that tells me the type of proof a teammate used on their document? Our team is trying to monitor process adoption and would like to know if folks are still using simple proofs vs advanced/automated. Thanks for you insight!

Hi! Has anyone used the Workfront calendar to show all birthdays of your team/dept/org?If yes, how do you set it up? We are currently using Workfront to show when people are out of office (they input their own time off). And, we are also using schedules to mark company holidays. Both impact hour availability (admin manage this one).It would be great if we can also see birthdays on there, which does not impact hour availability. Right now, we are toggling between the Workfront calendar and an external one. Appreciate any thoughts or feedback!

https://learningmanager.adobe.com/app/learner?accountId=32503#/course/9862252 Could someone help me on making the link work? Thanks.

From defining your “Why” to delivering a winning pitch! Your Workfront instance delivers value every day, but are you sharing that story in a way that gets the recognition, support, and resources you deserve?  During the workshop , we worked through slides together to create a customizable deck to help define your organization’s Workfront “why,” report your results, and communicate your wins in a way that resonates with executives, peers, and end users.  Thanks to everyone who attended live and shared their ideas and best practices!  If you weren’t able to make it to the session, no worries!   Below, you'll find links to the workshop recording, slide deck, and resources:   Workshop recording  Event Presentation Slide Deck PDF  Customizable Slide Deck (with notes best practices shared during the session)  NOTE: When you click the link, this will download to your computer as a PPT file  Links shared in the chat:  [Event Fo

I am really struggling with AI Assistant prompts.  I think I am asking basic question like "How many tasks are in team's backlog (I provide the exact name of the team)?"  It gave me an answer of 20 and I know there is 383.  If I ask it "how many tasks are assigned to a certain user"  - this is a question that is in your Best Practices guide - it gave me an error message for the person I selected and when I did it for me, it only provides 20 tasks (because it is truncated).  Why is this happening? I also do not think it recognizes custom fields - we have a field called Resources Requested and AI Assistant does not recognize it.  When will this be available?

I have a request to change an existing Workfront proofing workflow. They want to switch the first and second stages. I didn't see a way to do that. Does anyone know if that is possible and if so, how to do it? I was thinking about creating a new stage and then deleting the existing first stage. Would that affect any existing proofs that used this workflow? Any other suggestions on how to accomplish this? Marla

Hello all, I'm trying to copy a project and it times out (I hit the blue "Copy project" button, the button turns gray, then after a 5-10 seconds the button turns back to blue and the project is not copied). The project I'm trying to copy doesn't have many documents, but it has 375 tasks. Have any of you experienced this? Thanks

I need to identify all the custom forms on an object and be able to filter based on all the custom forms (not just the first one listed). There isn't a unique field that would be present on every form so I couldn't use an existing field. I had an idea to create a calculated field on each custom form that populates a value if the form is on the object. But that means I will have to have on field for each form because there can be multiple forms on an object. I can do it that way but trying to see if anyone has any better ideas or knows a way to filter a report to see if a custom form is on the object. The Category field will not work because the form is not always the first form on the object. I can pull a report of all Objects and use the field that pulls all category names but we have close to 50k objects and it will take forever to get an export of that report each time it is needed. I have not figured out how to filter on that field - it seems like that field has also been

Is your Workfront setup streamlining resource planning or creating friction?    Join us on Thursday, October 16, 2025, where Tim Brooks (@timothybr), Manager of Technical Program Management at Deloitte, will share how Fusion helped his team simplify work allocation and PTO tracking.    Tim will share how he replaced free-text fields and rigid sizing tiers with an automated, scalable solution that improves accuracy and reduces planning stress. You’ll also learn how Fusion enables real-time PTO visibility and reporting, while empowering leaders to drive adoption through automation and insight sharing.    You’ll learn how to:    Use Fusion to replace free-text planned hours with a scalable, picklist-based effort estimation model Automate resource allocation based on deployment levels and work duration    Notify managers of PTO submissions and generate planning reports using Fusion    Boost adoption, autonomy, and efficiency

Hello!  We are trying to setup a new custom field, or check if the system can provide this, to track the date that a project's planned completion date changed on, our goal is to be able to review logs of when these changes occur in a project. Eventually we will want to use this field to provide updates in another fusion scenario that post an update in the project with what the date changed from, what it changed to, and when it changed so that we can historically track these changes. However, if we can export or report on specific system change information we would not need the Fusion scenario for this, so we'd like to see if it's possible without fusion.  I was able to pull a report on plannedcompletiondate changes, however since our projects are setup by Start Date they aren't being captured because the changes are being driven by the task durations in the project template not changes made to the actual plannedcompletiondate. Due to Fusion scenarios we ha

When I have a requested issue come into the "Intake column" of my board I move it to the "In Progress" column.  Once converted to a project, I disconnect from the request project and connect to the live project to complete.  Once I do that, it duplicates the issue and puts one back in the Intake Column.

My company was migrated to Adobe Admin Console this past February. I am positive I had the ability to delete user accounts from our Workfront environment, at least until this morning. I had a counterpart add a new user but entered a misspelled email address. She re-entered the user into the Workfront user system with the proper email address and renamed the first incorrect account as "Delete lastname". When we both try to click on "permanantly delete" we get an error message the says: ERROR User deletion is not available. If you want to delete users please useAdobe IMS instead.The first incorrect account is not represented in the Admin Console. I reactivated the account and still see no way to "delete" just remove, which puts me in the same situation.I contacted support and was told this is all expected behaviour. So if we mistype an email address we just collect a group of "deactivated" user accounts that we can not delete from our systems like an Admin might want to do?Has anyone els

StampI need to create an Adobe dynamic stamp with date. I am a newbie. please helpJack

I can successfully create a comment (as seen in Workfront UI Updates section) of an Issue with this REST API call using v20```curl --location 'https://SUBDOMAIN.workfront.com/attask/api/v20.0/note' \--header 'Content-Type: application/json' \--header 'Authorization: ••••••' \--data '{"objID": "68d2c7fe00911872fc05f2e559650090","objCode": "NOTE","html": "Hello <b>World</b> from Postman JSON 1","noteText": "Hello Plain from Postman JSON 1","noteObjCode": "OPTASK","json": "{}"}'``` The problem is updating a comment (with or without a nested comment). I can only update the plain text noteText, the HTML is not overwritten. Since Adobe Workfront UI only displays the HTML comment this update is not displaying!! ```curl --location --request PUT 'https://SUBDOMAIN.workfront.com/attask/api/v20.0/note/68d43bd6004d01abe8f85c5726e94108' \--header 'Content-Type: application/json' \--header 'Authorization: ••••••' \--data '{"objID": "68d2c7fe00911872fc05f2e559650090","objCode":