[Event Follow-Up] Workfront Pro Tips for Governance, Execution, and Adoption - October 8, 2025

[NicholeVargas]

Hosted in partnership with Enterprise Architecture, this webinar shared best practices, tips, tricks, and secrets to improve the oversight and operations of your Workfront instance. With a focus on governance (think naming conventions), execution (processes & automations) and adoption (layout templates, views, filters, and groupings), this session was jam packed with helpful hints to ensure you are set up for success with Workfront! 

If you weren't able to attend live, no worries. Links to the slide deck, recording, and additional resources are listed below: 

• Slide Deck PDF 
• Workshop Recording 

Summary & Resources from the chat:

• Governance requires establishing a committee with system administrators, group admins, and other leaders to oversee instance management across multiple organizational units. Download the Governance Blueprint here.
  
  • Governance committee size can be based on the number of groups, departments, and the complexity of workflows rather than total user count. Aim for at least one representative per group or major workflow, ensuring they can speak to their team’s processes.
• Naming conventions using three-letter prefixes help organize and search for objects across different groups, with spaces in custom field names improving searchability 
• Execution focuses on using native Workfront features like milestones, approvals, workload balancer, and logged time rather than building custom solutions. 
  • External lookup fields (in your custom forms) can be a great option to help with automation, improved reporting, and form complexity! While custom field logic controls which questions appear, external lookup fields control which values are available within a field. 
• Adoption improves through reducing complexity in templates and processes, customizing layout templates for different user personas, and eliminating unnecessary clicks 
  • Consider simplifying lists (views, filters, and groupings) 
  • Take advantage of sharing/merging columns in your lists or reports to combine multiple pieces of information into a single column. Learn more in the video, Top 3 Reasons to Create a Shared Column Report 

We’re always adding new events to the calendar, so be sure to check (and bookmark) the Events page on Experience League regularly so you don’t miss out!