Workfront Onboarding Projects

[#1]

Leveraging project templates to plan a launch activity for new users is an interactive way to get each of your end users hands-on experience with Workfront. This article outlines several different templates that are available for you to customize and leverage for your launch or next batch of new hires.

Superhero Activity

The Superhero Launch activity is a series of tasks that creatively walk new users through the basics of Workfront. This activity features a suite of fun documents and images to keep the energy high as users learn how they can use the Workfront tools in ways they didn’t think possible.

Number of Tasks: 11

Estimated Time: 60 minutes

What they learn:

• Statuses
• Request Submission
• Profile Updating
• Task Reassignment
• Document Download and Upload
• Support Search
• Proofing
• Task Updates
• Alerts
• The “Home” Area

For a full video explanation, downloadable assets, and setup instructions check out this blog.

Basic Training Exercise Template

The Basic Training Exercise Template contains six tasks and takes approximately 15 minutes. This is a good starter activity to get users familiar with the bare minimum of the tools they would need to be able to conduct their typical, day-to-day tasks.

Number of Tasks: 6

Estimated Time: 15 minutes

What they learn:

• Request Submission
• Tagging in Updates
• Time Recording
• Statuses
• Marking Completion
• Adding a Task

Download the .xml file of the project here.

 

Workfront User Training Master

The Workfront User Training Master project contains tasks that ask your users to complete fun activities. This project is meant to be used with a live facilitator.

Number of Tasks: 10

Estimated Time: 90 minutes

What they learn:

• Statuses
• Time Recording
• Avatar Photo Uploading
• Personal Status Updates
• Approval Status
• Request Submission
• Update Status
• Task Reassignment

Download the .xml file of the project here.

 

Project Manager Onboarding Template

This project is meant to get your users using Workfront as well as completing all of their training. This type of project is recommended for onboarding any new users. You may want to update the instructions depending on what type of training you expect from a new project manager.

Number of Tasks: 6

Estimated Time: 60 minutes

What they learn:

• Workfront Ascent Account Creation
• Course Walkthrough
• Training Profile
• Request Test Drive
• Project Completion
• Attaching Documents

Download the .xml file of the project here.

[#2]

@jon_chen - Could you update the "check out this blog" link for the Super Hero activity to this one: https://experienceleaguecommunities.adobe.com/t5/workfront-blogs/launch-idea-superhero-activity/ba-p...

No rush, thank you!