WUG-DMV: Workfront Wizards: Tips & Tricks Exchange (Sept 2025)

moniqueevans15 1 views 23 slides Oct 14, 2025
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About This Presentation

Hey Workfront Wizards!

The enchanted hour is upon us—join your fellow spellcasters for the WUG-DMV: Workfront Wizards—Tips & Tricks Exchange! Whether you wield a powerful Workfront spell, have conjured up a clever workaround, or possess a secret potion for productivity, this is your chance ...


Slide Content

Welcome! Workfront Wizards: Tips & Tricks Exchange Friday, September 26, 2025 Ice breaker chat question… Use 3 emojis to describe your workweek

Notice: This User Group Meeting is being Recorded To ensure that we are abiding by the Adobe User Group Code of Conduct, we are informing all user group attendees at WUG-DMV on September 26 at 11AM that this meeting will be recorded and posted on the Adobe User Group YouTube Channel to promote training, education, and future learning.  If you do not wish to participate in a LIVE recorded session , please feel free to watch the recording at a later time, which will be linked after the meeting concludes. Send us any questions you may have to [email protected] or [email protected]

The WUG-DMV Co-Leaders Monique Evans Baltimore, MD Creative Ops Mgr @ Stanley Black & Decker Jodi Kuraner Fairfax, VA Sr Marketing Project Manager @ Unum

Wizarding Wisdom: Tips & Tricks 🧙Mage Monique 🧝‍♀️ Jewel Diviner Jodi 🧞‍♀️ Jinn Summoner Jocelyn 🧜 Spellcasters: Share Your Magic! The Crystal Ball: Open Discussion Prophecies & Celebrations: Future Events & Recognition The Spellbook of Today’s Gathering

Adoption… Remove unused elements from layout templates and access levels Train on one method to alleviate opportunities for confusion Set dashboards in order of workflows Host regular sessions with users to train, watch them work, or let them complain

Project Management… Quickly understand project health with custom views for programs, projects, and tasks Number views so show them at the top and in a specific order Create scheduling projects and use cross-project predecessors for date management on deliverable projects Use exception reports to monitor KPI data hygiene

Administration… Use Workfront as a user Create a queue, template(s), and a program to drive system changes Pay attention to the release schedule and test features in Preview Note which updates need your immediate attention Create a schedule (in Workfront) for system audits and routine maintenance

Automation & Integration… Identify duplicative efforts that can be automated to save time Ensure the process works manually with no exceptions before moving on to automation Use the notes area of the Fusion scenario to include any key variables including hard coded data points like IDs Use Workfront custom forms and fields to trigger and monitor Fusion Runs

Your Home Page – Set the “My Tasks” Widget to these settings: Tip #1

Columns Grouping Filter Your Home Page – Set the “My Tasks” Widget to these settings: Tip #1

Updates! Updates! Updates! Tag team members in updates and on docs, particularly on proofs Upload emails to a documents folder and Teams messages screenshots to Updates ( project related emails, meeting summaries, meeting transcripts, etc.) Subscribe to your projects and recommend that other team members do the same Use Workfront Reference # as a unique project ID Project Tracking: Tip #2 d. e.

Use them but use them judiciously by grouping similar asset types and timelines Start with high level and relatively simple templates When in doubt, include the task Work closely with your production teams on task names and template timelines Don’t be afraid to make changes as needed and consider during regular audits of your templates to ensure that they are still meeting your teams needs Custom Project Templates: Tip #3

Navigation Bar: Tip #4 Pinning Favorites Recents

Spellcasters… it’s your turn! What’s a tip you learned and will never forget? Do you have a favorite time saving hack? Is there a challenge plaguing you?

Continue the discussion on Experience League 🔓 What's something you discovered that unlocked everything in Workfront?

Open Discussion What Workfront related questions, ideas, stories do you have for the group today?

Receive updates when new events are scheduled for WUG-DC Maryland Virigina (DMV) Step 1: Navigate to https://workfront-augs.adobe.com/wug-dc-maryland-virginia/ Step 2: Click “ Join ” to join our chapter Once you’ve joined the chapter, you’ll automatically receive notifications and reminders about new events that the chapter has posted! Important: if you don’t join the chapter, you won’t receive new event notifications Watch this recording and any others on our YouTube Channel: youtube.com/@wugusergroups/playlists Stay connected with our chapter!

All events are published to the Events page You do not have to live in the region to attend Upcoming (virtual) WUG Events October 20 at 12:00 pm – WUG Central: Boosting Adoption Through Gamification October 22 at 12:00 pm – WUG-Toronto: Kickoff Meeting November 21 at 11:00 am – WUG DMV: Your Favorite Reports! What are the reports that you rely on the most and how to they help you do your job better? Link Coming Soon! –  Email Jodi if you’d like to share your favorites!

Upcoming Adobe Workfront Events September 30 at 11:00 am – Pitch Perfect: Defining & Communicating Workfront Value October 2 at 1:00 pm – Wake up with Workfront : Wake Up with Workfront: Scaling with Advanced Features & Fusion- Part 2 October 3 at 12:00 pm – Admin Chat for Marketing & Creative October 8 at 2:00 pm – Workfront Pro-tips for Governance, Execution, and Adoption October 9 at 11:00 am – Adobe Workfront Fourth Quarter Release Webinar October 14 at 11:00 am – Admin 101: Getting Started with Workfront October 16 at 1:00 pm – Inside Mayo Clinic: How Workfront Fusion Helps the Humans October 20 at 9:00 am – Workfront Collective October 21 at 12:00 pm – Workfront 2H Roadmap Webinar October 23 at 11:00 am – Leveraging the Workfront + AEM Native Integration October 28 11:00 am – Your dream Workfront report EXISTS! Two Approaches to Mastering EXISTS Statements October 29 at 12:00 pm – [Workfront AMA] Ask Me Anything about System Smarts & Strategic Starts (text-only Community event) All events are published to the Events page on Experience League. Check back often for updates and to register.

Missed August’s The Skill Exchange digital learning events? No worries – you can catch up anytime! Visit The Skill Exchange page on Experience League to browse and watch all session recordings. https://experienceleague.adobe.com/en/docs/events/the-skill-exchange-recordings/overview Skill Exchange Digital 2025 – Session Recordings

Stand out against your competition by becoming Adobe Certified. Log in to Adobe Certification Portal www.certification.adobe.com Choose from a catalog of FREE on-demand courses Choose your certification & Get Adobe Certified! Renew your certification for free!

2026 Adobe Experience Maker Awards Spotlight on spectacular. Submissions are now open for the 2026 Adobe Experience Maker Awards , celebrating the innovators who are reimagining customer experiences. Apply in up to three of ten categories , including The Groundbreaker (new) —celebrating customers laying the foundation for increasingly personalized experiences. Finalist companies will receive two complimentary passe s to Adobe Summit and two invitations to the Awards gala. ⏳ Submissions close October 17, 2025. Apply now adobeexperienceawards.com