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Resources to Help Transition Users from Classic to the new Workfront Experience

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Administrator

01-03-2022


In March 2020, Workfront launched the new Workfront experience—a modern and streamlined interface designed to help individuals, teams and organizations get work done, faster. The consolidated Main Menu, the task side summary when reviewing tasks in a project and pinning items to the menu bar for quick access are some of the new features only offered in the new Workfront experience. To get started or enroll, click into Setup > New Experience and choose specific users or select all.  


A variety of resources available on Workfront One can help you learn about the new Workfront experience, plan your organization’s transition, and train your users. Return to Workfront One frequently to stay up to date about our 2020.3 product release later this summer.


Stay tuned for additional features scheduled to be released in the second half of 2020, with some enhancements available exclusively in the new Workfront experience! 


GETTING STARTED

Start your prep work by getting familiar with the “why” behind the change, so you can champion the benefits of the new Workfront experience to your users. Download the guide, Your Onboarding Guide to the New Workfront Experience to learn how you, our visionary customers, helped Workfront design the new look.


Take a look at some of the new features in the video overview, Navigate the new Workfront experience. Share this video with users who are still working in Workfront Classic so they can get a feel for the changes. The article titled Discover the new features available only with the new Workfront experience provides a list of what’s new.


GIVE IT A TRY

Enroll yourself, power users and a handful of team members so that the new Workfront experience is used on a daily basis by a variety of personas. Follow the instructions from this downloadable guide or this product article.


MAKE A PLAN

Next, it’s time to plan how you’re going to roll out the new Workfront experience to your users.


Learn from successful Workfront customers FCB and IEHP, who shared their Classic to new Workfront experience transition plans and stories to help others. Then, take advantage of the email templates in the onboarding guide to help you communicate about the upcoming change with your teams.


Have questions? Join us on Wednesday, June 17 at 8 am PST for a 1-hour Ask the Expert webinar with a live presentation, demo and open Q&A. Mary Ann Erickson, Customer Success Manager at Scale, and Josh Boston, Senior Program Manager, will talk about how the new Workfront experience can be used to support and drive adoption at your organization, plus best practices for migrating users. Click here to register.


PREPARE YOUR SYSTEM

The most notable upgrade in the new Workfront experience is the navigation. The Main Menu and left panel menus are customizable, so you can put what users need in an easily accessible place.


Learn how to do these customizations with layout templates in the Control and Interface learning path, part of the system administrator training available on Workfront One. The article, Layout Templates in the new Workfront experience explains how templates were migrated from Classic to the new Workfront experience.


UPDATE TRAINING MATERIALS

As you look at the training and support materials you’ve created over the years, you may feel overwhelmed by the amount of time and effort it’s going to take to update everything. Keep it simple to start with by updating only what your users need to get up and running on the new experience.


Download the Guide to updating training and support materials booklet to help you through this process. The guide walks you through the three main phases of updating materials—prepare, produce, publish. There’s even a Workfront project template you can download so you can manage the process with ease.


Take advantage of what Workfront has available on the Training page at Workfront One. Downloadable guides can be shared with your users or you can use them as a base to create your own resources.



TRAIN YOUR USERS

As you plan for training at your organization, follow the tips offered in the Guide to training Workfront users booklet.


Don’t worry about creating classroom materials from scratch. Workfront has Powerpoint templates available for Collaborators, Workers, and Planners. While these templates contain basic information and screenshots, it is best to customize them with organization-specific workflows, processes and step-by-step instructions.


You can also use guides available on Workfront One to supplement live classes or to compare the classic Workfront interface to the new experience.


If your learners would rather learn on-demand, direct them to the learning paths available on the Getting Started page at Workfront One. Have them search for videos about specific topics, such as setting up a project or making work updates from Home.


GET HELP

Workfront Customer Support is available 24/7 by phone, chat or by submitting a web ticket through Workfront One.


If you have questions about any resource listed above or posted to Workfront One, email the Training team directly at traininginfo@workfront.com