Workfront Admin – krisross.com

📌

Navigating Workfront

Getting Started · 🎬 1 video

Overview of the Workfront interface, main navigation, and key areas you'll use daily.…

navigation basics

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Custom Forms

How to create and manage custom forms to capture additional data on projects, tasks, and issues.…

custom forms setup

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Reports & Dashboards

Reporting

Building standard reports and dashboard widgets in Workfront.…

reports dashboards

Navigating Workfront

Getting Started · Updated 2025-01-01

Overview of the Workfront interface, main navigation, and key areas you'll use daily.

🎬 Videos

▶

Workfront Navigation Overview

https://www.youtube.com/watch?v=example1

📝 Notes

Workfront's main navigation runs along the left side. The Main Menu gives you access to Projects, Tasks, Issues, Portfolios, Programs, Reports, Dashboards, and more depending on your access level. The Home area shows your assigned work, approvals, and calendar. Pin your most-used pages to the top nav for quick access.

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Custom Forms

Custom Forms · Updated 2025-01-01

How to create and manage custom forms to capture additional data on projects, tasks, and issues.

📝 Notes

Custom Forms are attached to Workfront objects (Projects, Tasks, Issues, etc.) to capture extra data. You build them in Setup > Custom Forms. Fields can be text, dropdowns, checkboxes, dates, and more. You can add display logic to show/hide fields based on other values.

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Reports & Dashboards

Reporting · Updated 2025-01-01

Building standard reports and dashboard widgets in Workfront.

📝 Notes

Reports in Workfront show data from a single object type (Projects, Tasks, Issues, etc.). You choose columns (fields to display), filters (what records to include), groupings (how to group rows), and views. Dashboards are collections of reports, calendars, and external pages that give you a high-level overview.

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Type	Description	Text Mode	Notes
Report	Display name of a person in a specific role on a project report.	Switch=to Standard Mode displayname=Designer listdelimiter=<p> listmethod=nested(projectUserRoles).lists textmode=true type=iterate valueexpression=IF({roleID}="[insert role id],{user}.{name},"") valueformat=HTML width=150	Replace the bracketed text with the role id the person assigned to the task.	✏
Report	Display last update, including date and author	displayname=Last Update linkedname=lastNote textmode=true valueexpression=IF(ISBLANK({lastNote}.{entryDate}),"None",(CONCAT({lastNote}.{entryDate}," ",{lastNote}.{owner}.{name}," - ",{lastNote}.{noteText}))) valueformat=		✏
Report	Display text of Descriptive text field, rather than the value	displayname=Descriptive Text linkedname=parameterDescriptiveText:text namekey=view.relatedcolumn namekeyargkey.0=parameterDescriptiveText namekeyargkey.1=text querysort=parameterDescriptiveText:text textmode=true valuefield=parameterDescriptiveText:text valueformat=HTML		✏
Report	Display the custom field from a task form on a project report.	displayname=[insert label] listdelimiter=<div> listmethod=nested(tasks).lists shortview=true textmode=true type=iterate valueexpression={DE:[insert field name]} valueformat=HTML	Replace the brackets with the appropriate field label and name.	✏