Workfront

SaileePa1 · 5/7/25

Hi everyone,

I’m an admin preparing to host our first meeting with all our Project Managers. The goal is to gather their feedback and share some tips to help drive adoption within their respective teams.

I’d love to hear from this community—what are some strategies or tips that have been particularly effective in encouraging team adoption in your experience?

Thanks in advance for your insights!

KierstenKollins · 5/7/25

Over the past several years, we have found success with our user adoption by doing the following:

Training is the most important one for us. I hold personalized one on one trainings with my users when they first start using the tool. I tailor the session to their role and how they will work in the tool - less is more to get them acclimated. Then I ask them to buddy up with their teammates to see how they are working in the tool for their respective teams.
Survey your users anonymously but capture their team/department. We have found that we get more feedback through surveys when people do not want to be in the spotlight in a meeting.
Create a core team of power users from different teams using the tool. These users help with adoption and can advocate for their team and help you advocate new features/changes of the tool. I talk about this in this webinar follow up thread as well: https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/event-follow-up-customer-pane...
Hold open door sessions. We have standing open door sessions every 2 weeks where users can hop into our virtual call and ask questions or learn more. This lets users know that you are their to support/help/guide them. Pro tip: If no one attends, you have time back in your day for your work.
Leverage a centralized Sharepoint hub or intranet. We provide quick links to resources, who to reach out if there are issues and our roadmap for process enhancements.
Created custom training guides/videos so our training materials align to our Workfront setup and terminology and screens.
Create a dummy project. Allow them the ability to complete dummy tasks, provide an update, fill out some dummy form fields, etc. so they get used to navigating the tool without fear of messing something up.
Over communicate when changes are coming for when there are Workfront feature changes, internal process updates, new processes, etc. Check out the communication cookbook for our process update example and all the other great ideas others have provided: https://experienceleaguecommunities.adobe.com/t5/workfront-blogs/introducing-the-end-user-communicat...

I hope these help!