• Introduction
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    • Workfront home highlights assignments so you can quickly manage your work.
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    • Pin current page allows you to create a dynamic workspace.
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    • Favorites categorizes your most important work for quick access.
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    • Notifications is where you’ll see real-time requests, updates, and comments about work.
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    • The main navigation menu is your central location to find portfolios, requests, resources and much more.
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  • You’ve completed Chapter 1, Introduction
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  • Strategy and Intake
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    • Go to the Portfolio Dashboard to manage all your work from one location.
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    • The Portfolio Dashboard offers an overview of all your work.
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    • It looks like you have new notifications waiting. Open your notifications.
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    • Let’s open Phil’s comment.
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    • With the Workfront update feature you can seamlessly collaborate with your team on a specific project within the portfolio. Type your response to Phil’s request and click Reply.
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    • /content/dam/dx/us/en/product-tours/workfront/video/Chapter 2-5.mp4
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  • You’ve completed Chapter 2, Strategy and Intake
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  • Budget and Plan
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    • Let’s start working on the “Create Virtual Server” project. Open Favorites.
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    • Open the project “Create Virtual Server for Mobile Trading.”
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    • From one place, you can make project updates, review and store documentation, and collaborate across teams.
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    • Click Scheduling on the left navigation bar to start allocating resources.
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    • You can set easy-to-use filters to quickly find the right team members for the work.
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    • Save time assigning work. Click Auto and instantly assign work across your teams.
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    • Workfront identified the right people to complete the work. To accept, Click Make 16 Assignments.
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  • You’ve completed Chapter 3, Budget and Plan
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  • Work Execution
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    • Several teams are working on “Upgrade SSO Platform.” Let’s see how Workfront helps these different teams coordinate their work throughout the entire project.
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    • Click the agile storyboard icon.
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    • During your last team meeting, you found out that the new project manager needed to be part of “Design & Engineering.” You can assign work directly within the kanban board.
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    • Assign Jenna Nunez to “Design & Engineering.”
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    • Now that Jenna is assigned to the story, you can continue changing the project status and update the rest of the teams.
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    • Today we started working on the conceptual mockups. Update the task and the team. Drag and drop the “Conceptual Mockups” card from New to In Progress.
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    • The project progress will automatically update with task changes.
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    • /content/dam/dx/us/en/product-tours/workfront/video/Chapter 4-7.mp4
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  • You’ve completed Chapter 4, Work Execution
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  • Review and Approve
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    • Workfront simplifies the approval process by consolidating all comments and asset versions.
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    • Quickly see changes and comments with the side-by-side view.
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    • Click the red comment to open proofing annotations.
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    • Joan and David need your opinion on the recent changes. Type your response and click Reply.
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    • Click Make decision to log your decision and notify all the stakeholders.
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  • You’ve completed Chapter 5, Review and Approve
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  • Measure and Optimise
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    • Click Portfolio Optimization.
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    • In this view, you can see the attributes of your portfolio and make some decisions about the work in the portfolio.
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    • The portfolio optimizer identified the following projects as high in cost and low in the priority score. Let’s move them out of the portfolio and consider those projects at a later date. Uncheck these four projects.
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    • Click Set Priority to prioritize and promote the remaining projects.
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    • Click Save to update the portfolio priorities and communicate the changes to the rest of the team.
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    • You’ve updated the “Transform the Customer Experience” portfolio to focus on the right projects.
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    • You might need to revisit this page soon to check in on this portfolio. Simply pin your work to the top of the page for quick access the next time you log in.
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  • You’ve completed Chapter 6, Measure and Optimise
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