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jon_chen
jon_chen
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You can drive work efficiencies using email integrations. - Workfront 01-03-2022
Workfront’s out-of-the-box integrations sync with today’s top enterprise tools and systems, so your team can continue to work with focus, efficiency, and productivity. As most, if not all of you, use email every day, this week’s blog details the benefits of integrating Microsoft Outlook with Workfront to help you master modern work. Setting up the Outlook integration with Workfront can be quick and easy if you have everything you need. To get you started, watch the short video below. Focus With ...

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Manage Your Team's Work Using Dashboards - Workfront 01-03-2022
Does your organization rely on weekly team meetings to catch up on accomplishments or challenges? Or use in-person drive bys to see how things are going? As work from home is suddenly the norm, being able to track upcoming or completed work for your team is crucial. More than ever, effective work management can help keep your people aligned and productive. By building a team dashboard with a series of reports, in a single view, you can see what is being worked on, what is late, planned, or compl...

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Letter from the CCO (June 2020): A Newsletter You'll Actually Want to Read - Workfront 01-03-2022
First and foremost, as the Chief Customer Officer at Workfront, I want to take a moment to thank you for all for being great customers. Thank you for letting us into your businesses and, for many of you, into your lives. I always appreciate your willingness to really partner with us and to share your feedback - both the good and the not-so-good - in very candid, constructive ways. Your willingness to evolve with us helps us become a better company, and for that we are grateful. The last few mont...

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Workfront is Simple, Part 3 - Appraising Time, Value and Instance Customization - Workfront 01-03-2022
To wrap up the Workfront is Simple series, this week focuses on the final setup segments — people, finance and system protocols. Detailed below are setup and best practice recommendations for resource management, finance management and overall system capabilities — confirming our sentiment in Part 1 that building a quality foundational design sets the framework for successful work management. PREPARING FOR RESOURCE MANAGEMENT Once you have defined the roles, responsibilities and access levels of...

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Customer Success Tips: Work Intake - Workfront 01-03-2022
Does your organization have a “single entry” for new work requests? Or rather, does your organization have a front door, a side door, a back door, and many other entry points to receive these requests?If you answered yes to the latter, don't worry, you are not alone—this is a common problem for many companies. Without a consistent work intake process, it can be nearly impossible to know what needs to be done, and when, because there is often a limited, if not a complete lack, of visibility for y...

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Christy Bonham, Executive Administrator - Workfront - Workfront 01-03-2022
As the owner of leadership meetings, I find Workfront to be invaluable in creating agendas that other team members can contribute to, recording decisions that are made, and easily assigning and tracking action items.Each meeting is a project under the leadership team program. It’s easy to locate past meetings when we need to reference them:An agenda looks like this:With the option of putting the agenda items in whatever statuses work for your team. We use these customized statuses: standing, req...

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Workfront is Simple, Part 2 - Optimizing Work Management - Workfront 01-03-2022
Work management in Workfront is summarized in 4 simple stages — initiate, evaluate, execute and measure. To continue the Workfront is Simple series, this week will focus on additional setup functions, actionable best next steps and recommendations for enterprise work management — including gathering and intake of work requests, tips and tricks for better project management and sample reports to allow for better visibility into all of the above. INITIATE AND EVALUATE WORK REQUESTS Workfront reque...

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Use conditional formatting to compare dates, and more! - Workfront 01-03-2022
Conditional formatting allows you to customize how information displays on a report. You can make information stand out by making the text bold or highlighting a field. You can use conditional formatting for a variety of things-for example, making a task appear in red when the progress status is late or highlighting in gray all of the project planned completion dates that fall in the current quarter. This week we discuss how to use conditional formatting, using the example of comparing dates. Le...

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Safely test in your preview sandbox. - Workfront 01-03-2022
Have you ever wanted to try a new process, custom form, access level, template—or anything else—without making changes to your production environment? Did you know that Workfront provides all customers with a test environment so you can safely experiment with new ideas? This test environment is known as the Preview Sandbox. The Preview Sandbox contains your actual production data. It refreshes every weekend, so data can be up to one week behind what’s in your production environment. To access th...

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Get a handle on your email notifications. - Workfront 01-03-2022
Have you ever received a Workfront email notification for a work item you aren’t assigned to, or seemingly even directly tied to? Or on the opposite spectrum, get assigned work and not know about it until you log in? Did you know that Workfront has over 90 system-level email notifications available within the global Setup menu that can be activated? System administrators can globally activate email notifications within Setup > Email > Notifications by selecting the checkbox to the left of the no...

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