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Workfront Training Course Catalogue

Course

Description

On-demand

Live

Adding Users to Workfront

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

 

Administrator Fundamentals

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

 

Advanced Reporting Part 1

Develop an understanding of text mode to create reporting filters.

 

Advanced Reporting Part 2

Continue learning about text mode by developing views in reports.

 

Advanced Reporting Part 3

Group information in reports using text mode.

 

Agile in Workfront

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

Approval Processes

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

 

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.

 

Collaborator Fundamentals

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

 

Custom Calendars

 Track projects, tasks, and issues using custom calendars.

 

 

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.

 

Defining Workflows with Statuses

Customize default statuses to match your organization’s needs.

 

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.

Executive Fundamentals

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

 

Getting Started

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

 

Getting Started for Administrators

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.

 

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.

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.

 

Legacy Resource Management

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

 

Manage Proofs with Workfront Proof

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

Manage Reviews & Approvals with Workfront

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

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.

 

Milestones

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

 

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.

Portfolio Management

Create portfolios and programs, use business cases, and develop scorecards.

Project Finances

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

 

Project Manager Fundamentals

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

Project Templates

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

 

Project Timelines

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

Queue Management

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

Report Creation

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

Resource Planning

This course introduces the new Resource Planning tools from the 2017.3 software release. You will be guided through the use and setup of resource pools and the resource planner in preparation for future software releases.

 

Resource Scheduling

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

Review & Approval Administration Part 1

Establish global proofing settings and custom proof decisions.

Review & Approval Administration Part 2

Creating custom views and automated workflow templates.

Reviewing Proofs

Learn to use Workfront Proof Viewer, access proofs, and make comments and markups.

Risk Types

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

 

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.

 

Setting up Issues

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

 

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.

 

 

Slack + Workfront

Get your work done faster by updating assignments and completing approvals with the Slack + Workfront integration.    

Team Member Fundamentals

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

Timesheets & Logging Time

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

 

 

Timesheet Creation

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

 

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.

 

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.

 

Using the Time-Off Calendar

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

 

 

Utilization Reporting

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

 

 

Workfront DAM Admin 1: System Setup

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

 

 

 Workfront Dam Admin 2: Metadata & Keywords Develop a metadata and keyword strategy. Set up keywords and metadata fields in Workfront DAM.    
Workfront DAM Admin 3: 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.

 

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.

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