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I\'m looking to create a document that defines and describes all the settings in my client\'s Workfront instance. Was wondering how others approached this documentation task.


Level 1

For example, I'd like to show all the options for Project preferences.... what was default, what was selected and why. This would be similar to a design document, system specifications admin playbook etc... Has anyone had any experience doing this besides just creating a series of reports? I've seen people use Powerpoint, Word and other docs, but was wondering if the "bones" of the document can be exported from (or linked to) a live instance in some way...


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1 Reply


Level 10

This is such a daunting item, I'm curious at the answers other have as well. Permissions are so complex, and the results of overlaps so odd, I wouldn't know where to begin.

I mean, I see the need, but…wow.

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