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Course Discussion: Further understanding of managing work as a planner

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Level 3

Use this thread to ask any questions related to the Further understanding of managing work as a planner course in Experience League. Experts are monitoring this thread to ensure your questions are answered.

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Employee

In the How to work with issues section, I think that the link to the last training/article is broken. Just FYI. It leads to the Workfront tutorials landing page. 

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Level 3

You're right, the link was broken. It's fixed now. Thanks for letting me know!

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Level 1

Chuck,

I had an unfortunate timing event happen. I began to learn Workfront mid July of 2022 and was surprised by the WF changes at the end of the month.  I waited for the transition bugs to get worked out before trying again.  I worked through another training sequence but when starting a new project I soon realized it was also older training.  Am I at the right place to learn the current material for me to be able to run projects on Workfront?

A very new frustrated project manager!!

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Level 3

Sorry for the confusion! This course is the third in the series. You should take the courses in this sequence:

  1. Get started with Workfront for Planners 
  2. Manage and close a project
  3. Further understanding of managing work as a planner

All of these courses include the latest training. What was the course that you thought was older training? If you can send me the link I can verify if it is older or not. If it is older I will get rid of it so we don't confuse others and make sure we are sending everyone to the latest training.

Thanks for reporting this!

 

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Level 1

Hi, if you have jobs that last for 15 minutes per job, do these need to be inside a project as tasks or is there another approach?

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Level 3

These 15 minute jobs could be either tasks or issues, whichever works best for you. Either way they would be in a project. The general rule is to use tasks for "planned work" and issues for "unplanned work", and they are normally easiest to manage that way. So if your jobs are planned you could put them in a project template to quickly create a new project with all of them in it. If they are not planned but you still need to track them you can create a request queue so that anyone you authorize can create one when they need it.

Remember that Workfront is a great tool for tracking the things you want to keep track of and easily report on, but you may not need to track every 15 minute job. Maybe you can combine several of them into larger tasks if that makes managing them easier and provides sufficient tracking for the reports you need.

If you can give me some more details about the nature of these jobs I can offer more suggestions.

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Employee

Hi, In "Lesson 3, Plan a project", I have completed all the 9 items displayed. However the dashboard shows 9 of 10 completed. Where is the 10th item? Without completing all 10 further progress cannot be made so please let me know where to find the 10 item or if it is an outdated dashboard. In that case how do I progress to the next module? 

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Level 3

There should be 10 modules in Lesson 3, Plan a project. Here are the 10 you should have. Which one are you missing?

  1. Get started planning a project
  2. Understand parent-child tasks
  3. Work with tasks
  4. How to create tasks
  5. Understand task durations
  6. Understand planned hours
  7. Understand Work Effort
  8. Learn to sequence tasks
  9. Assign tasks from the project plan
  10. Take a project live

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Employee

Thanks for the reply. There were 10 modules spread across two pages on the course  - 6 displayed on page 1 but on page 2 only 3 modules were displayed so i sent the earlier message because the progress bar showed 9 of 10 completed. However, after a while i think the 2nd page showed 4 modules so i quickly completed the last remaining module and moved on.

May I ask about filters? How does Workfront calculate filters with rolling timeframe? For example in the Workfront Prompt how to pull up data for, say "Last 20 days" much like Workfront's inbuilt time-sets like This Week, This Month, This Year etc. I am familiar with constructing such filters in Atlassian Jira for instance this filter shows projects launched in the past 20 days "[<= now() AND Live > -20d]". Is it similar in Workfront and if not, could you please let me know the textMode filter code? 

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Level 3

Yes, it's similar. It works with $$TODAY and $$NOW in text mode and out of text mode. 

You can do things like this:

Issue filterIssue filter

Here is a link to more details: https://experienceleague.adobe.com/docs/workfront/using/reporting/reports/report-elements/understand...