Workfront Community Lens: November 2024

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Welcome back to the Workfront Community Lens!
 

In this Issue:  

• Provide feedback for the Community Lens 
• Check out the New Perspectives Page
• Watch our video on best practices for setting up Office Hours
• Watch another video on maximizing Workfront Milestones
• Don't Miss our customer panel with Workfront Veterans
• Share the latest refresh to the Workfront Business Website
• Watch more video updates to Workfront Tutorials
• Sign up for our November customer events

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What’s new in Adobe Workfront? 

• Q4 2024 Release Review Roundup: Did you catch the product improvements from this quarter? Check out this overview for a summary of the enhancements we made to the Administrator, Document Management, and Home sections.  
• Q1 2025 Release Overview is Out: Exciting new feature releases are forthcoming for Workfront. Check out the release page for highlights on what to expect next year, including our update cadence, enhancements to Workfront’s overall look-and-feel, Workfront Fusion, Scenario Planner, and more! 
• Updates to Workfront Planning: Read all about the new enhancements to the latest offering from Workfront, including a new file type in Custom Forms called Planning connection. Don’t forget to watch the 7-minute video demo! 

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Newsletter Survey: Let us know what you think!  

Have you been a longtime subscriber to the Community Lens newsletter? Do you have any suggestions for how we can make this an even more valuable resource for you and your peers? 

We are thinking about new content to include in our future editions and would love your feedback!

Please let us know in this brief, 6-question survey! 

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 Experience League Perspectives - A New Learning Resource  

The new Experience League Perspectives page is a resourceful hub full of real-world examples and best practices, crafted by your fellow professionals and Adobe product specialists.  

Check out the Workfront article focused on an Executive’s guide to success using Workfront, by our very own Michelle B.  

If you have any suggestions on future Workfront content you’d like to see, please reach out to us at Grp-WorkfrontCommunity@adobe.com. More Workfront articles will be coming shortly, so be sure to bookmark the Workfront Perspectives page! 

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[VIDEO] Top 3 Approaches to Office Hours  

Discover on-demand CSM Cynthia B.’s top three strategies for hosting impactful office hours, whether virtual or in-person. Learn how to establish consistency, maintain transparency by sharing progress, and keep things fun and flexible with contests, snacks, and personalized support.  

Watch for expert insights! 

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[VIDEO] How to get started with Milestones  

Learn the top three ways to implement and maximize milestones in Workfront with Cynthia B. From setting up milestone paths with your system admin to attaching them to project templates, Cynthia shows how milestone reporting provides clear, impactful insights for executives.  

Watch now! 

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[Event Follow-Up] Customer Panel: Lessons Learned from Veteran Workfront Admins  

Late last month, our Customer Success team hosted a panel with veteran Workfront Admins to share their stories, challenges, recommendations, and lessons learned from their experience as a Workfront System Admin. 

In case you missed this live event, there recording and deck are available on the Community! Featuring our expert admins Amber R., Katherine L., Kiersten K., and Meredith L., crucial topics were covered on implementation, adoption, advocacy, release awareness, and leveraging automation.  

This was one of our team’s favorite events, so be sure to give it a watch!

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New Workfront Capabilities Now Available 

Several new capabilities are available in the Workfront product, and we want to share the details.  

New features in the core Workfront platform include: 

• Workfront AI Assistant (which provides Q&A, content summarization, and formula generation capabilities) 
• Workfront Priorities (a new AI-powered user interface for individual contributors) 
• Workfront Data Connect (which enables the export of Workfront information into data lakes and BI tools).  

As mentioned above, the new Workfront Planning module is now available for organizations that want to centralize planning, connect plans to execution, and govern their marketing and metadata.  

For details on all the latest features, check out the newly refreshed Workfront section now! 

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 Experience League Training Updates

Check out the latest updates to our Workfront Training videos! 

• Understand basic text mode for filters: Learn what text mode is, what camel case is, and some basic "plug and play" text mode you can use in your report filters in Workfront. 
• Create and Share a Custom Form: Learn how to create a custom form, add unique fields to the form, and share forms with users. 
• Attach a Custom Form to an Object: Learn how to attach a custom form to an object and make custom fields visible on reports. 
• Delegate tasks, issues, and approvals: Learn how to delegate approvals for projects, tasks, and issues to another Workfront user. Also learn how to delegate task and issue assignments. 
• View Milestones: Learn how to view milestones in a project, plus use the milestone view in the project area. 
• Create a project template and learn about Blueprints: Learn to create a project template from scratch and from an existing project, and understand how Blueprints can give you access to a world of useful project templates created by Workfront experts. 
• Copy an existing project: Learn how to make a copy of an existing project. 
• Share a project template: Learn how to share a project template and how to share projects created from a template. 
• Understand project timelines: Learn how to schedule projects from the start or completion date. Then learn how duration, predecessors, and task constraints affect the project plan. 

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 Featured events 

Free Virtual Events 

• November 19 at 8:00 a.m. PT – Learn: 10 [More] Text Mode Tips in Adobe Workfront  
• November 20 at 9:00 am PT – Learn: End of Year Workfront Reporting 
• December 3 at 8:00 a.m. PT – Learn: From Workfront Rants to Workfront Raves: How Avalara Transformed User Confusion into User Con... 
• December 6 at 9:00 a.m. PT – Connect: Admin Chat for Marketing & Creative 
• December 10 at 8:00 a.m. PT – Admin 101: Getting Workfront Data 
• December 16 at 6:00 a.m. PT – Connect: Workfront Collective 

Missed the hot-topic event delivered by Cognizant on how they use Workfront to drive efficiency and creatively solve challenges? Access the on-demand recording and slide deck here.  

More events are happening this month and into December! Be sure to check out the Events page to view the full list and to register.  

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Community Questions: Can You Answer This? 

The Community is an invaluable space to ask for feedback from a wide range of Workfront experts. However, sometimes a question can go unanswered. If you’re up for the challenge – take a look at some of these unsolved questions and see if you have the know-how to answer!  

• Override Automated Dates for Project Start, End, and Tasks 
• SAP Data Warehouse Integration with Workfront 
• Fusion Connection with Jira and Workfront 
• External User using Request Queue Share Links 

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Best practices, at your fingertips 

Did you know there is catalog of ready-to-use project templates, dashboards, and organizational structures right inside of Adobe Workfront? Blueprints provide the basic building blocks, so you don’t have to start from scratch. 
 

Sign up for our System Admin Essentials email series - or share it with new folks on your team - and for the next few months you'll receive Workfront tips and best practices, including how to get the most from Blueprints. 

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“Focus on long-term success, but be willing to make short-term adjustments to get there.” 

- Simon Sinek 

(And if you have any feedback to share about this newsletter—good or bad! —we’d love to hear from you. Reply to this email to tell us what you liked, what else you’d like to see, or to tell us a joke. We’re here for all of it. And if you’d like to spread the knowledge, please feel free to share our Newsletter Signup Form!)