[Event Follow-Up] Use Workfront Reports to Guide Your Spring Cleanup Efforts - April 29, 2025

[NicholeVargas]

Thank you all for joining today’s Customer Success Workshop, Using Workfront Reports to Guide Your Spring Cleanup Efforts. While cleanup is not a one-and-done activity, hopefully this session provided you with actionable recommendations to get started or formalize a process to ensure it gets done!  

If you weren't able to attend live, no worries - watch the on-demand recording and download the slide deck below: 

• Slide Deck PDF 
• Workshop Recording

And here's a quick summary of what was shared in case you only want the highlights:

• Cleanup is critical for simplicity, compliance, performance and scalability 
• Best practices for system cleanup - limiting the number of users who have access to create objects, turn off settings so that users can't create projects without a template or copy projects, form a governance group to meet and discuss things like naming conventions, policies around archiving or deleting work, and more
• Areas to cleanup with example reports - projects, tasks, issues, users, custom forms, custom fields, reports, project templates, and more. 
• Next steps to continue the cleanup efforts:
  • Establish a regular cadence to audit 
  • Don't try and tackle it all at once - start with 1-2 areas
  • If you are unsure whether or not to delete, air on the side of caution and deactivate, remove sharing permissions, or add text like "TO BE DELETED ON X DATE" to let users know
  • Automate whenever possible - use Workfront Fusion! 
• Leverage Fusion and Blueprints for ready-to-use templates and to streamline and automate the work 
• If you have additional tips or cleanup reports to share, post a reply to this Discussion so others can take advantage! 

Hope to see you at more Customer Success events in May. Be sure to check out the Events page on Experience League for the full list and to register. 

[PamelaAB]

Hi Nichole...I'm working on the Report Clean Up report and I THINK the calculation in the image on the PDF is wrong. If we're looking at Reports that haven't been view in the past six months, shouldn't it be "Less Than $$TODAY-6m"?

When I tried "Greater Than $$Today-6m" it showed me reports which HAVE been viewed in the past six months. Or am reading it wrong?  Page 12 of the PDF. 

[NicholeVargas]

@PamelaAB You are absolutely right - it should be less than for the report cleanup. I can edit the screenshot on page 12 and re-upload the file so that it's accurate! Thanks for catching that!