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Workfront New User Documentation - Checklist Samples


Level 1

Greetings, WF Community!

I started a new user Workfront checklist for my company that covers user profile confirmation of groups, teams, personal details, ETC. I'm looking for more examples to consider for a new user setup.

Has anyone created a new user checklist of items/areas that should be reviewed and confirmed by new Workfront users?

1 Reply


Level 2

Great Idea. I would suggest trying to attend the System Admin webinars. They have presented some great dashboards and have augmented that with a system admin blueprints as well:

system administrator maintenance dashboard, and Workfront Usage Dashboards will also have some great fields to consider.

From one of those User - focused reports shared during a System Admin webinar, they also contain:
Layout Template: Name
Manager: Name

Access Level: License