Workfront Training Course Catalogue

Enter the members of your organization into Workfront. Learn how to set them up for success from the beginning.

Learn to set up your users and work processes in Workfront to drive user adoption of your software.

Develop an understanding of text mode to create reporting filters.

Continue learning about text mode by developing views in reports.

Group information in reports using text mode.

Learn the foundational concepts of an agile workflow and Workfront's agile functionality.

Streamline your workflow by applying and creating approval processes to projects, tasks, and issues.

Learn how you can use companies to set access restrictions, create custom billing rates, separate projects by client, and more.

Leverage Workfront's AI-enabled resource scheduling and planning tools to get the right people doing the right work at the right time.

Learn how to navigate Workfront, review work, and submit and track requests.

 Track projects, tasks, and issues using custom calendars.

Capture your organization's unique information by creating fields not available by default in your system. You'll learn to create, share, and attach custom forms within Workfront.

Customize default statuses to match your organization’s needs.

Learn strategies to break through roadblocks that are preventing your users from fully embracing Workfront. Learn to improve the user experience and the culture surrounding the product.

Learn how to navigate in Workfront for improved visibility and communication in your organization.

Learn how Workfront helps your team do great work faster and how Workfront Training can help.

Administrators have an incredibly important role: setting up the system. This class will show you how to find success with the responsibilities that come with this job.

Have you tried to train your team on Workfront but find you're just not hitting the mark? In this session, you'll learn some of the best practices to follow when introducing new team members to the system. You'll also learn some tips that will help you hold recurring training for existing users.

Streamline what users see from the moment they enter Workfront, enabling them to access and finish their work faster.

Get an introduction to the Agile methodologies of Scrum and Kanban to help you determine if an Agile approach is right for your team to effectively get work done.  

Take some of the Workfront configuration responsibilities off your overburdened system administrator. Designate group administrators to create and maintain select functionality for their own groups.

Introduction to Workfront's Solutions for Better People Management

Manage resources using the legacy resource pools, capacity planner, and business case.

Create and route proofs, manage work through the dashboard, and create proof versions.

Upload and manage the review cycle of documents using Workfront proofing.

Issue management is the process of how you handle unplanned work in your organization. Learn how to enter, track, and report on issues.

Leverage Workfront's resource planner to analyze and manage the supply and demand of your people resources. This allows you to answer key questions around resource management and prioritize resources across key initiatives.

Learn how milestones can help you compare key tasks across projects.

Learn about what’s new, what has changed, and what has stayed the same with Workfront’s resource management solutions.

Activate the correct notifications to keep users up-to-date with their work items. Empower your users to control how they receive notifications.

Learn how to track financial information for projects, set cost and revenue types, override billing rates, and more.

Learn how to plan projects with tasks and timelines. We'll show you how to make basic assignments and share the tasks with others involved with the project. You'll also learn how to collaborate on project assignments through updates and document sharing.

Learn how to capture repeatable processes and save time by creating and sharing templates in Workfront.

Get a better understanding of how to create project timelines by learning about task constraints, date types, and progress statuses.

Learn how to create and use Workfront Queues to manage requests and issues.

Learn the basics of creating custom reports to gain visibility into the work you manage. Note: The live training is broken into two parts.

Learn to use the resource scheduling tool to designate project resource managers and assign work.

Establish global proofing settings and custom proof decisions.

Creating custom views and automated workflow templates.

Learn to use the Workfront proof viewer, access proofs, and make comments and markups.

Learn how to customize your risk types to match your organization's needs and terminology.

Give your work processes flexibility by learning to use Scrum and Kanban Agile work management methodologies in Workfront. 

Financial information can be a big concern for Workfront customers. What is the budget and are we within it? Learn how to set up the financial aspects in Workfront so you are prepared to track expenses and answer those important budget questions.

Manage issues more successfully by customizing issue types and issue statuses to match your organization’s workflows.

Priorities help establish the importance of projects, tasks, or issues in Workfront. In this course, you will learn how to set up custom priorities for your organization.

Learn to set up your organization's system to leverage both strategic and tactical resource management solutions in Workfront. 

Use Workfront's portfolios and programs to organize your projects, justify initiatives, mitigate risks, and optimize resource allocation.

Learn how to navigate in Workfront to find your work, update your team, and mark your work as complete.

 Learn how to fill out a timesheet and log hours in Workfront.

Learn how timesheets are created, configured, and used in Workfront.

Organize your users into groups, teams, and job roles. Your organization of users will impact permissions, assignments, and resource allocation, making it a crucial part of system setup.

Everything a user can see and do in Workfront is determined by licenses and access levels. Learn how to define the correct permissions.

Learn how to use the time-off calendar in Workfront to ensure project timelines are accurate.

Learn how to get the most out of Workfront Ascent as a manager. We'll cover how to access reports, assign users to courses, and even set custom due dates. 

Monitor costs and expenses and determine what factors are causing budget overages with utilization reports in Workfront.

Set system preferences. Establish user groups, asset organization, and permissions in Workfront DAM.

Connect to Workfront on the go by using the Workfront app. Log time, submit requests, and update your work, all from your phone or tablet.