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🎬 [VIDEO] Getting Started with Boards Templates

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Employee

Hello from your “On-Demand Workfront CSM” @CynthiaBoon! Interested in using Workfront Boards but aren’t sure where to start? The easiest way to start is with the pre-built templates!  

Check out the video here! 

Here’s an article that provides step-by-step instructions. 

Create a New Board with a Template 

You can always customize your Boards, but if you want to get started quickly, here are each of the templates and the columns that are included. 

Retro 

The following columns are provided on the Retro Template: What went well? What could be improved? Who should we celebrate? What can we do to move faster? 

Kanban 

The following columns are provided on the Kanban Template: Backlog, New, In Progress, Complete, and On Hold. You can add new columns and rename or delete the default columns. 

Basic 

Three default columns are provided on the Basic Template. You can add new columns and rename or delete the default columns. 

Dynamic 

The following columns are provided on the Dynamic Template: Unselected, New, In Progress, On Hold, and Complete. The default column policies assign cards to columns based on their status. 

Looking for more information on Boards? Check out these short video demos! 

Adobe Workfront Boards video demonstrations 

 

Interested in the latest features? Register for our upcoming workshops our Experience League Events page. We hope to see you soon! 

2 Replies

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Level 2

Thank you @CynthiaBoon for this video, super helpful. Do I need to give my users access to Boards? I logged in as one of my Group Admins and didn't see Boards on their pins.

 

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Employee

Yay!! And yes!  They'll need to have it added to their Layout Template so they can access it. Here's a screenshot.  I'm glad the video helped!

Add Boards to Layout Template.png