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jon_chen
jon_chen
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Workfront Wednesday: Did You Know? A Toolkit for Transparency Based on Time, Resources and Priorities - Workfront 01-03-2022
For Workfront, and many of our customers, the last month was focused on pivoting to conducting business virtually, and ensuring that we had the right plan, tools and technology to support our efforts. We then sharpened our pencils in terms of our business strategy, priorities, deliverables, and to ensure full utilization of our resources. Data-driven, transparent conversations with our teams has been key to this process for us, and others. For one sporting good retail customer, what normally is ...

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Utilize Custom Tabs to Display Object-Specific Information - Workfront 01-03-2022
Did You Know? Utilize Custom Tabs to Display Object-Specific Information Did you know that you can get a high-level overview of a portfolio without having to click into each program, project, task or issue? Or that you can pull the custom form of a program into a custom tab on your project to avoid navigating back and forth? By utilizing custom tabs, you can add dashboards to certain objects in Workfront, providing more visibility into the details of your workflow and fewer clicks. Workfront wil...

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Top tips to self-troubleshoot. - Workfront 01-03-2022
Top tips to self-troubleshoot, before you reach out to Support.In a perfect world, everything works as expected every time—you hit all the green lights on your way to work, your stocks go through the roof, and all of your computer-based systems run flawlessly. Unfortunately, as we all know too well, this is not always the reality.Workfront has a number of sources for on-demand information and system performance. Use the “4 T’s of Troubleshooting” to help solve common issues you may encounter wit...

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Resource Management Part 1 - Introduction to the Tools - Workfront 01-03-2022
As requests come in and team members are assigned to work, are you sure that users with the right skill sets have the availability to add more work to their plate? Are users under allocated and have time available or do they have too much work and are stressing to get it all completed on time? By adopting a data driven approach to resource management, you can confidently answer these questions that users, leaders and executives may be asking. Before digging into the various tools that Workfront ...

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Shine a Spotlight on Your Workfront Success - Workfront 01-03-2022
Are you taking the time to highlight Workfront with the decision makers in your organization, at least twice a year? Establishing a regular rhythm of business reviews helps ensure that leadership is well informed of the positive impact Workfront has made to the challenges they set out to overcome. This is your moment to share compelling information, position yourself as the leader of managing how work gets done across the business and to provide an opportunity for professional growth or promotio...

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Jessica Walker - ITSM Change Manager - Workfront - Workfront 01-03-2022
As a change manager in tech ops, I use Workfront to create the change calendar and manage the change control process.This is how I manage my day through Workfront - I start each day reviewing the change calendar. The calendar gives me a view of how changes scheduled for the night before went and what changes are scheduled for today. If I see a change in the schedule that looks like it needs attention, the report will take me directly to the change so I can review and decide what next action to t...

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Setting your team up for success in 2020. - Workfront 01-03-2022
The holidays are over and it’s time to hit the ground running. One of the first things you’ll want to do is make sure your strategic goals are set and to paint a clear picture of what winning looks like for the team. The next step involves one of the most important leadership skills–setting the team up for success. Building a successful team can be a challenge. A team brings together a variety of personalities, experiences, opinions, and values. However, a great leader can develop teamwork by en...

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You can change ID numbers to names in reports. - Workfront 01-03-2022
Did you know? You can change ID numbers to names in reports. Have you ever created a report only to find that one of the columns is displaying what appears to be nonsense information instead of the data you expected? Perhaps, as you look at your project report, you realize that it’s displaying the ID number instead of the names for the project owner and the project owner’s manager. Just a few edits will get both of those columns switched so they display names instead. This week's Workfront Wedne...

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Use Dashboards to Surface Related Data in a Centralized Space - Workfront 01-03-2022
Ready to take your reports to the next level? For quick access and improved visibility, add multiple reports to a single dashboard. To get started, complete the Create a Dashboard learning path on Workfront One. Benefits of DashboardsDashboards allow you to add multiple reports to a single page. If there are multiple reports that would be beneficial to you or to your users, add them to a dashboard and share the dashboard with anyone who needs access. That way, all information can be accessed wit...

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No “hacks” needed when you have Workfront - Workfront 01-03-2022
Training > Additional Resources > Training blog > No “hacks” needed when you have Workfront I’m constantly amused by the “life hacks” videos out there. Although they keep me entertained during late-night social media browsing, from what I've seen, none of them actually make the task at hand any easier. In fact, some of them seem pretty complicated. And let’s face it, I just don’t have the time or patience for that. At work, I often manage multiple projects at a time, plus complete assignments fr...

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