🔓 What's something you discovered that unlocked everything in Workfront?

[MoniqueEvans]

Hey y'all I'm posing a question to the Community to help the plethora of newcomers I've met at recent Scale & WUG events lately:

During your Workfront journey, what is the one thing you discovered that gave you an a-ha moment? 🤩

I've had a few in the past decade and will add mine to the comments below but I'm hoping we can make a this of gems for others to explore and discover earlier in their journey. This could be something really simple like an basic feature (boards view in a project) you didn't know about, or something truly advanced like collection reporting.

[Ross_Barton]

When I first discovered that you can search for a task using a Template Task ID, it was a game-changer. It opened up an entirely new way to report on and manage tasks.

I use this approach whenever I need to locate tasks across multiple projects for bulk updates. For example, if I’ve updated the name or assignments of a task in a project template, I can make sure those changes are reflected in all active projects. To do this, I build a task report filtered by the Template Task ID, then perform the bulk update directly from the report.

To find a template task’s ID:

1. Open the project template.
2. Click the task to open its details.
3. Copy the task ID from the URL — this is your Template Task ID, which you can use as a filter in your report.