Workfront Training Course Catalogue
Course |
Description |
On-demand |
Live |
On-demand link |
Adding Users to Workfront |
Enter the members of your organization into Workfront. Learn how to set them up for success from the beginning. |
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Administrator Fundamentals |
Learn to set up your users and work processes in Workfront to drive user adoption of your software. |
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Advanced Reporting Part 1 |
Develop an understanding of text mode to create reporting filters. |
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Access this course from the Learning Library* |
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Advanced Reporting Part 2 |
Continue learning about text mode by developing views in reports. |
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Access this course from the Learning Library* |
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Advanced Reporting Part 3 |
Group information in reports using text mode. |
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Access this course from the Learning Library* |
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Agile in Workfront |
Learn the foundational concepts of an agile workflow and Workfront's agile functionality. |
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Access this course from the Learning Library** |
Approval Processes |
Streamline your workflow by applying and creating approval processes to projects, tasks, and issues. |
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Best Practices for Workfront Companies |
Learn how you can use companies to set access restrictions, create custom billing rates, separate projects by client, and more. |
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Boredom vs. Burnout: Managing Your Team’s Workload |
Leverage Workfront's AI-enabled resource scheduling and planning tools to get the right people doing the right work at the right time. |
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Collaborator Fundamentals |
Learn how to navigate Workfront, review work, and submit and track requests. |
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Custom Calendars |
Track projects, tasks, and issues using custom calendars. |
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Custom Forms |
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. |
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Defining Workflows with Statuses |
Customize default statuses to match your organization’s needs. |
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Access this course from the Learning Library** |
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Driving User Adoption |
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. |
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Executive Fundamentals |
Learn how to navigate in Workfront for improved visibility and communication in your organization. |
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Getting Started |
Learn how Workfront helps your team do great work faster and how Workfront Training can help. |
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Getting Started as a Workfront Administrator |
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. |
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How to Train Your Users |
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. |
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Improve the User Experience with Dashboards & Layout Templates |
Streamline what users see from the moment they enter Workfront, enabling them to access and finish their work faster. |
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Access this course from the Learning Library* |
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Introduction to Agile Work Management |
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. |
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Introduction to Group Administration |
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. |
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Introduction to Workfront's Solutions for Better People Management |
Introduction to Workfront's Solutions for Better People Management |
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Legacy Resource Management |
Manage resources using the legacy resource pools, capacity planner, and business case. |
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Manage Proofs with Workfront Proof |
Create and route proofs, manage work through the dashboard, and create proof versions. |
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Manage Reviews & Approvals with Workfront |
Upload and manage the review cycle of documents using Workfront proofing. |
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Managing Issues |
Issue management is the process of how you handle unplanned work in your organization. Learn how to enter, track, and report on issues. |
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Managing Resource Capacity to Execute Important Work |
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. |
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Milestones |
Learn how milestones can help you compare key tasks across projects. |
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Moving from Legacy to New Resource Management Solutions |
Learn about what’s new, what has changed, and what has stayed the same with Workfront’s resource management solutions. |
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Notifications & Subscriptions |
Activate the correct notifications to keep users up-to-date with their work items. Empower your users to control how they receive notifications. |
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Project Finances |
Learn how to track financial information for projects, set cost and revenue types, override billing rates, and more. |
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Project Manager Fundamentals |
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. |
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Project Templates |
Learn how to capture repeatable processes and save time by creating and sharing templates in Workfront. |
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Project Timelines |
Get a better understanding of how to create project timelines by learning about task constraints, date types, and progress statuses. |
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Queue Management |
Learn how to create and use Workfront Queues to manage requests and issues. |
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Report Creation |
Learn the basics of creating custom reports to gain visibility into the work you manage. Note: The live training is broken into two parts. |
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Resource Scheduling |
Learn to use the resource scheduling tool to designate project resource managers and assign work. |
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Access this course from the Learning Library** |
Review & Approval Administration Part 1 |
Establish global proofing settings and custom proof decisions. |
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Review & Approval Administration Part 2 |
Creating custom views and automated workflow templates. |
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Reviewing Proofs |
Learn to use the Workfront proof viewer, access proofs, and make comments and markups. |
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Risk Types |
Learn how to customize your risk types to match your organization's needs and terminology. |
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Scrum and Kanban in Workfront |
Give your work processes flexibility by learning to use Scrum and Kanban Agile work management methodologies in Workfront. |
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Setting up Finances |
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. |
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Setting up Issues |
Manage issues more successfully by customizing issue types and issue statuses to match your organization’s workflows. |
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Setting up Priorities |
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. |
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Setting Up Workfront for Better People Management |
Learn to set up your organization's system to leverage both strategic and tactical resource management solutions in Workfront. |
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Slack + Workfront |
Get your work done faster by updating assignments and completing approvals with the Slack + Workfront integration. | ⬥ | ||
Strategic Planning with Workfront Portfolios |
Use Workfront's portfolios and programs to organize your projects, justify initiatives, mitigate risks, and optimize resource allocation. |
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Team Member Fundamentals |
Learn how to navigate in Workfront to find your work, update your team, and mark your work as complete. |
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Timesheets & Logging Time |
Learn how to fill out a timesheet and log hours in Workfront. |
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Timesheet Creation |
Learn how timesheets are created, configured, and used in Workfront. |
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Understanding Groups, Teams, & Job Roles |
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. |
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Access this course from the Learning Library* |
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Understanding Licenses & Access Levels |
Everything a user can see and do in Workfront is determined by licenses and access levels. Learn how to define the correct permissions. |
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Access this course from the Learning Library** |
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Using the Time-Off Calendar |
Learn how to use the time-off calendar in Workfront to ensure project timelines are accurate. |
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Using Workfront Ascent as a Manager |
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. |
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Utilization Reporting |
Monitor costs and expenses and determine what factors are causing budget overages with utilization reports in Workfront. |
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Workfront DAM Admin 1: System Setup |
Set system preferences. Establish user groups, asset organization, and permissions in Workfront DAM. |
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Workfront Dam Admin 2: Metadata & Keywords | Develop a metadata and keyword strategy. Set up keywords and metadata fields in Workfront DAM. | ⬥ | ||
Workfront DAM Admin: Brand Connect Customization | Customize interface appearance, create Brand Guidelines, and build custom pages in Workfront DAM. | ⬥ | ||
Workfront DAM User: Brand Connect | Find and download approved assets in Workfront DAM. | ⬥ | ||
Workfront DAM User: Contributor | Upload, download, manage, and share assets in Workfront DAM. | ⬥ | ||
Workfront Mobile App |
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. |
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New Workfront Training Course Guide
Download this quick guide for information on all of our new courses. It will tell you what they're about and what format they're offered in.
DOWNLOAD
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