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Did You Know? Best Practices for Effective Project Management in Workfront In this age of digital transformation, an increasing number of employees are finding themselves taking on the role of Project Manager without actually having a background in project management . What used to be a role designed to simply manage projects with clear start and endpoints, now has evolved into a cross-functional role of organizing people and processes while managing resources to produce results for both stakeholders and the company. Because of this, project managers have become more valuable to organizations, and the demand for their skills and strategic roles has ...
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Did You Know? Setting Your Team up for Success in 2020 The holidays are over and it’s time to hit the ground running. One of the first things you’ll want to do is make sure your strategic goals are set and to paint a clear picture of what winning looks like for the team. The next step involves one of the most important leadership skills–setting the team up for success.  Building a successful team can be a challenge. A team brings together a variety of personalities, experiences, opinions, and values. However, a great leader can develop teamwork by ensuring trust, commitment, and by focusing on these key concepts.  Communication Whether you ...
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Did You Know? Your Workfront New Year’s Resolutions.  The end of the year is quickly approaching, which means it’s about time to write down the same New Year's resolutions we use every year—eat healthier, exercise more, and save money.  Although personal goals may remain the same, the way work gets done is constantly changing. According to the Workfront State of Work 2020 , people and teams are under constant pressure to work faster and more efficiently. Workfront is designed to help you and your team master modern work, so consider the following ideas to elevate your team’s work productivity within the tool. Designate a Workfront ...
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Did You Know? Year-End Tech Tips The holidays and the end of the year are near, making it a natural time to tidy up the toy shop. Here are three best practices you can quickly apply to improve your Workfront hygiene, to help you and your team be optimized heading into 2020. Change your password Following good password management practices is critical to keeping information secure. If you haven’t changed your password in a while, now is the best time. Workfront has a dedicated section for authentication, accessible by system administrators. You can force users to change passwords after a certain number of days, determine how strong user ...
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Did You Know? Disconnect During the Holidays By Delegating Approval Requests. The holiday season is upon us and, for many, this means time off! Time away from the office is essential—but logging in to Workfront while away to make approval decisions is not. Did you know that Workfront helps you disconnect by allowing you to delegate project, task, and issue approvals to a single user for the duration of your absence?   While you’re away, work still needs to get done, deadlines met, and approvals made. Delegating your approval requests to a trusted colleague allows you to be away without having to worry that past-due work will be stuck in your queue, ...
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Did You Know? You can drive work efficiencies using email integrations. Workfront’s out-of-the-box integrations sync with today’s top enterprise tools and systems, so your team can continue to work with focus, efficiency, and productivity. As most, if not all of you, use email every day, this week’s blog details the benefits of integrating Microsoft Outlook with Workfront to help you master modern work.  Setting up the Outlook integration with Workfront can be quick and easy if you have everything you need. To get you started, watch the short video below. Focus With so many different ways to communicate with colleagues, you ...
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Times change. People change. Processes change. And we must change with them. Nearly every customer that has used Workfront for more than two years realizes that what they implemented initially doesn’t match how they do things today; that what their leadership wanted years ago doesn’t align with what leadership wants today; and that the tidy, easy-to-manage system they once had has become overgrown with thousands of outdated and unused templates, reports, request queues and custom fields. In the spring of 2019, Workfront was no different. As a company, we are our oldest customer. We’ve used our work management software longer than any organization in the ...
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Did You Know? 19.4 Release Highlights Features included in the 2019.4 product release from Workfront make managing custom forms easier, help you find tasks faster, and let you visualize user’s time off on a calendar. Here are some of the highlights of the release, which will be available to all customers starting Friday, Nov. 15. For information about all of the features included with the 2019.4 release, see the product release overview . Deployment of the 2019.4 release begins today, Nov. 13. Watch trust.workfront.com for all updates. Change custom field types Have you ever created a custom checkbox field only to realize ...
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Make Forecasting and Managing Projects Easier with Predecessors Do you have several tasks within a project that you need to have organized in a specific or sequential order? Did you know that adding a predecessor to a task can help in projecting the project timeline and estimate when users need to be available to work on the assigned tasks?  A predecessor is the task another task (called a successor or dependent task) depends on. When a predecessor relationship is added to a task in Workfront, as long as the task constraint of the dependent task is set to As Soon As Possible, the project timeline automatically recalculates , so you can quickly ...
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Did You Know? Here to Help—Don’t be Scared to Contact Support!  “I am new to Workfront and find myself needing to support multiple teams across our organization. My experience with Workfront support has been fantastic, with the support team being friendly and helpful. Even if they don’t have an answer right away, I know they will get it for me.”   Taylor Jackson, Tennessee Do you have basic, how-to questions about Workfront; need help in setting up internal processes; or have advanced technical troubleshooting issues that need to be addressed? Does your organization not have a designated Customer Success Manager or Assigned Support Engineer? ...
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  Don’t miss the opportunity to build your brand and get a discounted rate for Leap 2020 . Become an official Leap breakout session speaker! In case you missed it, the Workfront Leap 2020 Call for Speakers is now open for Orlando and London and we want to hear from you. With 150+ US breakout sessions, 50+ UK breakout sessions, and 100+ global customer speakers at Leap 2019, we want to know what expert ideas, insights, and stories you have to share in 2020. We are accepting submissions for breakout sessions through December 1st, and speakers will be notified by December 20th. Learn  about the session tracks, requirements, and more by ...
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Did You Know? Utilize Custom Tabs to Display Object-Specific Information Did you know that you can get a high-level overview of a portfolio without having to click into each program, project, task or issue? Or that you can pull the custom form of a program into a custom tab on your project to avoid navigating back and forth?  By utilizing custom tabs, you can add dashboards to certain objects in Workfront, providing more visibility into the details of your workflow and fewer clicks . Workfront will automatically add this custom tab to every object of its type so there is less manual work for you. The object acts as a filter for the dashboard, ...
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Join the Workfront product management team for a live webinar on November 6, 2019, at 11:00 am EDT / 4:00 pm GMT, to gain visibility into the current product plan, find out where we’re headed, and learn more about our 2020 strategy. We want to help make Workfront successful at your organization, and we need your help to drive our vision for modern work management forward. Review the Workfront product vision See the current roadmap Ask the experts and provide your feedback Can't make it? Register anyway and we'll send you the recordin
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Save Time Using Calculated Fields to Capture Dates, Details and Data.  Do you find yourself scrolling through multiple pages of the update stream just to find the date a particular project status changed? Or do you store information on a portfolio that all tasks within need to reference? Did you know that you can capture these pieces of information in a calculated custom field so that it’s easily accessible and can be used in reporting?   Let’s walk through a few examples: Example #1: For all new projects, you want to track the exact date the status changed to “On Hold.”  Create a calculated custom field to track this date change. ...
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Basic Text Mode Groupings for Beginners Did you know that you can rename a grouping within a report so that it makes more sense to your organization’s terminology? Or that you can group the results by a field not listed in the grouping field source list?  This week, we continue our focus on basic text mode. Why text mode? Workfront reports can be customized to meet your organization’s needs, sometimes going beyond what is available through the report builder by using text mode. Text mode unleashes the full power of Workfront’s reporting capabilities, unlocking your data in ways that make business sense to your organization. With text mode, you can ...
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Announcing our NEW Reports and Dashboards Resource Page! Designed to save you time by curating content across our resource sites, we're excited to announce our   NEW Workfront Reports and Dashboards Resource page. The page features an intro to the basics of Workfront reporting and takes you beyond for more advanced customers. You'll find quick video tutorials, links to on-demand and live training, and popular help articles we use every day with customers.  This will be a dedicated and continuously updated resource site, so please bookmark this page! The Reports and Dashboards Resource Page will also house past “Workfront Wednesday: ...
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Use Text Mode to Create a Detailed User View Have you ever needed to see the other groups, teams, or job roles that all users in your environment are assigned to? Rather than manually clicking into each person’s profile, create a detailed user view that pulls this information into a single view.  NOTE: This blog is part of the “Basic Text Mode” series. It is not intended to teach you about text mode reporting beyond what you need to know to produce this view. Links are provided at the end of the article if you’re interested in learning more about text mode. As a system or group administrator, you might look at the list of all users, found ...
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Match report colors with your company’s style guide using text mode. Do you have list reports or custom views that use conditional formatting, or column rules, so that a color can be applied to a specific row or cell? Did you know that you can use basic text mode to get those colors to match your company’s style guide? There are a few places in Workfront where you can select a custom color: Milestones Custom statuses, priorities, and severities Custom chart colors Branding colors When specifying a color in Workfront, you have two choices: Select from the color palette, which will also give you the RGB code of the color ...
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We’re excited to announce that registration is officially open for the Workfront Leap 2020 conference, and we want you there! Join us at Leap April 27-30 in Orlando or June 2-3 in London for the premier modern work management event. Our global 2019 Leap conference was a sold-out success, and it's only getting better in 2020: Network with 2,500+ Workfront users in Orlando and 500+ Workfront users in London Get a sneak peek of the Workfront product roadmap Take advantage of 1:1 consulting with a Workfront expert Hear from industry visionaries on the future of work Enjoy more advanced breakout sessions than ever ...
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Did You Know? Basic Text Mode Filters for Beginners At Workfront, we are passionate about creating real solutions that provide you with a better, more productive work experience. The next several blogs will focus on a topic you asked for — basic text mode for beginners. Why Text Mode: Text mode unleashes the full power of Workfront reporting capabilities; unlocking your data in ways that make more business sense to your organization - for example, by combining columns, or accessing a wider variety of fields, including your cu stom fields.   This week we’re sharing some introductory notes, along with   a few examples of text mode for ...
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