Centralized workflow

Centralized request queues

Improve your project request process and ensure all incoming work is vetted against priorities by consolidating intake channels.

• Request queues. Share user-friendly intake forms across your teams to ensure the business uses the right process for requesting work and captures those requests in one place for evaluation and accountability.
• Automated routing. Set up system rules so that requests are automatically routed to the right individuals or job role that is best equipped to handle the request.

Custom forms and briefs

Ensure the right data is captured for every work initiative and item in your plan.

• Custom forms. Create custom fields in your request forms to capture all the information needed for project success.
• Default sections. Set permissions on data fields to streamline forms and make them easier to use.

AI Assistant

Get the information you need immediately through a natural language conversational interface. Ask questions or choose a suggested topic to get fast AI-generated answers based on data insights, product documentation, Workfront app usage, and more.

• Quick answers. Access information using a simple question-and-answer format or commands such as, “Tell me about this project,” “Summarize this document,” “Find a project,” and more.
• Detailed insights. Get detailed insights within Workfront, including answers to complex questions and usage insights.
• Actions. Perform actions such as creating projects, tasks, or issues, without navigating to different areas of the platform.

Work methodologies support

Workfront supports multiple work methodologies out-of-the-box by providing flexible tools that enable frameworks such as Scrum, Agile, Kanban, Waterfall, or hybrid approaches.

• Boards. Enable teams to collaborate and manage tasks in simple, flexible ways with visual workboards.

Resource management

Ensure sure the right people are aligned to the right priorities by accurately estimating and budgeting the allocation of resources across initiatives.

• Forecasts. Know when to take on new work by forecasting future availability for work.
• Calculations. Accurately estimate capacity costs and ROI by understanding resource management allocation and planned effort in terms of hours, teams, and costs.
• Filters. Drill down to the exact resources and information you need to prioritize and assign work.

Home experience

Customize your home experience to highlight the work that is most important to you and easily manage your tasks, issues, requests, and approvals using widgets. They can be arranged to display the information that best suits your needs and include the following:

• Tasks assigned to you
• Projects you own
• Projects you’re on
• Issues assigned to you
• Requests you’ve submitted
• Pending requests for teams you’re on
• Pending assigned, delegated, and overdue approvals
• Mentions and to-dos