Workfront VS Sharepoint

We are exploring integrating WF Library into our Sharepoint. Christina Jarosz Ascensus

Thank you, Christina, is this for training purposes? Laura Mormile Excelsior College

Technical Workaround: Under Documents Add New Proof Then paste Sharepoint share link in the green web space and hit Enter. Click Create Proof (changing any other settings is optional) Then the clickable link is in your documents. You can then click Document Details, delete the link, and add a new title/name. After you hit Enter, the link itself will still work. Sophie Besl JFF

We use it for managing project documents so we could expand our available storage. But, I've found that, the integration is a bit buggy and not very intuitive. The options for managing the files are really restricted. You can't move or rename the files once they're in Workfront. Files need to be managed in SharePoint directly, if you want to have all the file management options available.The UI can lag and if you go too fast it might load the content incorrectly. Also, it doesn't like extra periods and special characters, like "#" in file names. Otherwise, if you don't move anything and take care managing your files it's adequate. We did create a SharePoint site to use as a knowledgebase of helpful user training resources, that works well though. Just my two-cents. Cheers! Peyto Yellin CareOregon, Inc.

I am very interested in this. I've seen other threads about this but not a great solution (yet). I'd like to keep Word documents on Sharepoint/OneDrive so that we can have "live" documents that don't have to be downloaded, edited and uploaded. However the only place to share them is in the Updates, which tend to get buried at the bottom during an active project. I think Google Docs is an option, but we don't use it, and migrating people from Word I think will be very (very) challenging, and a bunch of Mac users who hate Google like the plague. I would love it if we could post them to the Documents tab, so they appear in the list with all the other documents, or be able to pin key updates to the top so they are easier to find. How do other people do this? Jill Ackerman

@Peyto Yellin where do users go in Workfront to access the training documents? I've been wanting to consolidate all Workfront reference materials and put them in one place so that users know exactly where to go to find information, but I haven't found a good way to do so yet. I'd be interested to hear more about how this works for you. Kirsten Heikkinen Trek Bicycle Corporation

Hi Kirsten, we use a SharePoint Online site. The site has a document library with folders for the different files. The site home page can be customized in different ways but we use what's known as a "hero" widget that can highlight specific sections of the site. The site menu is also customizable, as needed. Then we have various documents for different audiences or topics that are all indexed and fully searchable. That's the basics at least. Cheers! Peyto Yellin CareOregon, Inc.

Hi Jill, we use a SharePoint Online document library to manage all our project files. I manually create and link project folders to each project using folder templates. Then the team uploads the files to those folders so they are easy to find later. The project folders have sub-folders that correspond to our creative marketing process, such as discovery, creative (+ deliverable folders), and admin. We used to have an output folder too, but decided that it was easier to have one creative folder for each deliverable that would contain all the drafts, outputs, and designer source files as well. Some of the best features of this system are the ability to sync individual project folders, so that designers can work off their local computers but it is synced to the project folder for archiving later. Also, with SharePoint online you can use Word and Excel in the browser or open it with the desktop app as needed. The SharePoint side is working great. It's the Workfront integration that's a bit limited though. Hope that helps. Cheers! Peyto Yellin CareOregon, Inc.

Hi Jill, we use a SharePoint Online document library site to manage all our project files. I manually create and link project folders for each project using folder templates. Then the team uploads the files to those folder so they are easy to find later on the documents tab. The project folders have sub-folders that correspond to our marketing creative process, such as discovery, creative (+ deliverable folders), and admin. We used to have an "output" folder too, but decided that it was easier to have one creative folder for each deliverable that would contain all the drafts, outputs, and source files as well. Some of the best features of this system are having the ability to sync individual project folders, so that designers can work on their files locally but they are directly synced to the project folder for archiving. Also, with SharePoint Online you can use Word and Excel in the browser or open it with the desktop app, as needed. The SharePoint side is working great. It's the Workfront integration that's a bit limited though. Hope that helps. Cheers! Peyto Yellin CareOregon, Inc.

Hi Peyto – that's sort of what I want to do, but where do you display the link for easy access? That's the part that I'm struggling with. It feels like it should be in the Documents tab, but it can't be.