Guide To Training Workfront Users
T H E N E W WO R K F R O N T E X P E R I E N C EGuide to trainingWorkfront usersPave the way for a smooth transition to the new Workfront experiencewith targeted, persona-specific training.It may feel like a lot is happening with the new Workfront experience.Remember—basic Workfront functionality has not changed. You can stillcreate projects, submit requests, and manage your work assignments. Newfeatures have been added to enhance user focus and efficiency whengetting work done. With just a little bit of training, you can successfullyorient your teams to Workfront’s modern look and keep work on track toachieve your company’s initiatives.Find additional transition and training resources on the New WorkfrontExperience page on Workfront One.one.workfront.com
2021 Adobe. All rights reserved.Adobe and the Adobe logo are either registered trademarks or trademarks of Adobe in the United States and/or other countries. All other trademarks are the property of their respective owners.one.workfront.com [ 2 ]
Inside this guideFive steps to user training.4Online learning resources.5Plan your work with Workfront.6Identify who needs training.7Fill in the training plans.8Establish learning objectives.9Pick the type of training.11Create the course content.12Communicate and deliver.13one.workfront.com [ 3 ]
Five steps to user trainingCreate a training experience for every job persona at yourcompany by following these milestones—prepare, develop, deliver.P R E PA R E1. Understand the WHY behind the new Workfront experience. Knowing the intent and value behindWorkfront’s new user interface will help you champion the changes to your users. Download ouronboarding guide to learn more.This is where our guide picks up .2. Learn the new Workfront experience yourself. Log into your Preview environment to try out the newWorkfront experience. Or switch to the new experience in your Production instance. Use Workfront’slearning paths, guides, and product documentation to learn about the changes, so you can assess howthey will affect the daily work of each job persona or license type using Workfront.3. Make a Workfront plan. Start with our project template for developing your training and adjust it tomeet your organization’s deadlines.D E V E LO P4. Create training plans and content. Decide who needs to be trained and set learning objectives todefine what they need to know. Training should focus on what’s needed for users to get their work done.D E LI V E R5. Conduct the classes. Make sure you’re ready, the classroom is ready, and the system is ready for yourlive training sessions. Brush up on your teaching style so you keep everyone engaged.Studies have found that training for employees helps employee retention rates and keeps employees engagedin the work they’re doing. Training also helps with user adoption. Design your training to engage and educateyour users, which ultimately will enable them to embrace modern work and propel your organization forward.W H AT A B O UT U P DAT I N G M AT E R I A L S ?To help users transition to the look and feel of the new Workfront experience, you’ll want to make sure all of your training and supportmaterials are updated. See our Guide to updating support and training materials for recommendations.one.workfront.com [ 4 ]
P R E PA R E : S T E P 2Online learning resourcesUse these links to online learning paths, guides, and articles tobecome familiar with the new Workfront experience.A LL WO R K F RO NT U S E R S(any license type) Navigate the new Workfront experience video Navigate the new look guideSYS TE M A D M I N I S TR ATO R S(Plan license) Workfront for Administrators learning path System icons guide Enroll users in the new Workfront experiencearticle Pin pages to customize your workspace article Layout templates article Recents and Favorites comparison guide Editing user profiles article Search comparison guide Collaborators: Getting started training materials Workers: Getting started training materialsR E V I E W E R S/ R E Q U E S TE R S(Collaboration license) Workfront for Collaborators learning path Home and My Updates guide Requests area overview guide Requests area comparison guide Make a work request guide Update a work request guide Issue page comparison guide Issue page overview guide Home overview for Reviewers guideTE A M M E M B E R S(Work license) Workfront for Workers learning path Planners: Getting started training materialsPROJ E C T M A N AG E R SA N D TR A F F I C CO O R D I N ATO R S(Plan license) Workfront for Planners learning path Project page overview guide Project page comparison guide Task page overview guide Task page comparison guide Convert a request guide Get started with resource management article Resource management learning path Task page overview guide Task page comparison guide Workfront Home overview guide Curate the Work List guide Log hours on work guide Update work status guideone.workfront.com [ 5 ]
P R E PA R E : S T E P 3Plan your work with WorkfrontStart with a project plan you can use to track developmentof training content.When Workfront’s Customer Enablement team creates/updates new training or plans an administrator bootcamp, they track their work using a Workfront project. Kick things off quickly with the sample project planwe’ve provided.1. Download the New Workfront Experience Training Content Updates and Creation xml file.2. Create a new project by going to the Projects page, selecting New Project, and then choosingImport MS Project.3. Navigate to and select the New Workfront Experience Training Content Updates and Creation.xml file.This imports the project plan into Workfront and creates a new project.4. Rename the project, if desired, and update the project details (make sure the project is in the rightportfolio, adjust the start date, etc.).5. Assign a project manager. This person is in charge of the main initiative project and making sureeverything gets done.The project has three main sections—Prepare, Develop, Deliver. Sub-tasks represent the work to be done tofulfill each milestone. Add sub-tasks when you find other things that need to be done.one.workfront.com [ 6 ]
D E V E LO P : S T E P 4Identify who needs trainingOrganize users by job persona and let their Workfront needsguide the training curriculum.Look at the different job personas at your organization. These could include: Requesters Team members Resource managers Reviewers Project managers System administrators Traffic coordinatorsThe goal is that everyone at your organization knows how to complete their work using the new Workfrontexperience. Users whose jobs are most affected by the new experience should attend a live training session.Use the information on page 10 to identify what types of changes each persona will see in Workfront.The trainers on Workfront’s Customer Enablement and Professional Services teams have found it’s mosteffective to organize training based on job persona. Dividing users by what they’ll be doing in Workfront thendrives the course curriculum.Now you’re ready to start planning the training curriculum. First, pick one job persona. Then begin filling out atraining plan for that persona. We’ll cover how to complete a content plan in the next sections of this guide.one.workfront.com [ 7 ]
D E V E LO P : S T E P 4Fill in the training plansUse this method to define what users need to know.TRAINING PLAN FOR [JOB PERSONA]Revision dateWhen was this plan last updated?AudienceWho is this for? What role/persona/license type? Arethey new users or exiting users?Learning objectiveWhat do you want the learners to be able to do? Whatis the need? Why do we need to engage, educate, andenable this learner?Content typeWhat content are you creating to help your learnersfulfill the learning objective or take action? List alldeliverables. (Instructor-led training, video, quickguide, how-to article, etc.)Delivery andcommunicationCO U R S E O UTLI N E1. Introduction Why is Workfront changing? Class objectives/expectations2. Main learning point (duplicate asneeded) Supporting information for mainlearning point (duplicate asneeded)3. Main learning point (duplicate asneeded)How will you distribute the learning materials toyour users? Who will communicate to users that theinformation is available? Supporting information for mainlearning point (duplicate asneeded)Notes, etc.The Customer Enablement team fills out a training plan for each coursethey develop at Workfront. This plan helps the curriculum developersdefine and address the learning objectives, so they don’t stray from theintended purpose of the course.U S E W H AT YO U H AV ELeverage existing materials asmuch as possible. You probablyidentified some training materialsduring your inventory of supportYou’ll have a training plan for each persona.and training assets, as describedin Workfront’s Guide to updatingDownload our training plan template (a sample is shown above) to walkyou through each step in the process.support and training materials.Refer to these materials, as wellas Workfront’s video tutorials andFrom this content plan, you’ll be able to develop your course outline/curriculum.guides, as you fill out your contentplan and develop your curriculum.one.workfront.com [ 8 ]
D E V E LO P : S T E P 4Establish learning objectivesWhat should users to be able to do after they’ve completed training?S E T LE A R N I N G O B J E C TI V E SWhen creating learning objectives, focus on what youwant users to be able to do when they’re done withthe training session. List these on your training planfor each job persona. The training outline/curriculumyou design should fulfill these objectives.See the next page for suggestions about what yourdifferent job personas/license types might need toknow about the new Workfront experience.Remember . you’re designing training to help yourteams transition between Workfront Classic and thenew Workfront experience. The expectation is thatyour users already know how to use Workfront—filea request, create projects, update work, etc. Thismeans your class content can focus on navigating thenew look and highlight the benefits they’ll receive.S A M P LE LE A R N I N G O B J E C T I V E SWhat could the learning objectives be for a projectmanager? What does that user need to know about thenew Workfront experience to allow them to do their jobs?For example, project managers need to: Find their projects Navigate the project page Use the side summary to quickly access informationabout tasks Make the Workfront window easy to navigate andmanage by pinning items and using FavoritesLE A R N I N G O B J E C T I V E S V S . AG E N DAThere’s a difference between learning objectives and aclass agenda. The objectives are what you want usersto be able to do after they attend a class. The agendaoutlines the class structure and topics (introductions,overview, using the Projects page, opening the Summarypanel, etc.) to help users achieve the learning objectives.one.workfront.com [ 9 ]
D E V E LO P : S T E P 4Changes affect daily work for users.Below are different roles, personas, or license types that you might find at your organization. With each is a listof things that have changed with the new Workfront experience that could affect the way your users work.These lists don’t contain everything that users need to know. Nor do they contain every change in the newWorkfront experience. Rather, the focus is on areas where the changes are likely to affect the user’s daily work.R E V I E W E R S/ R E Q U E S TE R S(Collaboration license) Basic navigation and finding the Requests areaPROJ E C T M A N AG E R S(Plan license) Basic Workfront navigation Make a request Find the Projects area from the Main Menu Navigate the request/issue page (make anupdate, view updates, header changes, etc.) Use Filters to find My Projects, etc., on the mainProjects page Subtabs become the left panel and Filters Navigation within a project (subtabs become theleft panel) Review and approve items in the Home area Summary panel for tasks in a projectTE A M M E M B E R S(Work license) Basic navigation and finding Workfront Home Navigate the task page (update, log hours,header changes, etc.) Subtabs become the left panel Search Recents and Favorites Find dashboards and/or reports Search Recents and FavoritesR E S O U RC E M A N AG E R S(Plan license) Basic Workfront navigation Find the Resourcing area from the Main Menu Find the different resource management toolsSYS TE M A D M I N I S TR ATO R S(Plan license) Basic Workfront navigation Find the Setup menu from the Main MenuTR A F F I C CO O R D I N ATO R S(Plan license) Basic Workfront navigation Enroll users in the new Workfront experience Find dashboards and/or reports Adjust layout templates in the new Workfrontexperience Navigate the request/issue page (update,convert to project, etc.)one.workfront.com [ 10 ]
D E V E LO P : S T E P 4Pick the type of trainingWill live training, video tutorials, or written materialsbest convey the objectives you’ve established?You know your users and understand how they respondto training. This helps you determine what type oftraining each group will need—instructor-led training in aclassroom; video tutorials to watch; guides to read, etc.H OW M U C H LI V E T R A I N I N G?Workfront trainers have found it’s most effective tostructure training based on job personas. Dividingthe training sessions by persona drives the coursecurriculum, making sure that project managersCO NTE NT T Y PE : W H AT K I N D O F TR A I N I N G?The Workfront Customer Enablement team has foundthat team members and project managers benefit mostfrom live, instructor-led training. This allows them tocomplete hands-on exercises and ask questions.However, requesters and reviewers may be OK watchingWorkfront video tutorials or downloading a guide.learn what they need to know, team members getinformation relevant to their jobs, etc.Because the training curriculum will differ for each jobpersona, the length of the training will differ. Workfrontrecommends the following class lengths: Requesters/Reviewers — 15-30 minutes Team members — 30 minutes Project managers — 45-60 minutesAs you design the training, some things to consider: Will you incorporate Workfront’s video tutorials andguides as part of your courses? Will a combination of training methods—such as a liveclass supplemented by printed guides—best serveyour teams? Resource managers — 30 minutes Traffic coordinators — 15-30 minutesBecause your users already know how to useWorkfront, that means class times can be shorter thanwhen you were doing initial Workfront training duringyour implementation. How will you train remote users?one.workfront.com [ 11 ]
Create the course contentLet the learning objectives for each persona be the guideas you outline and script the topics you’ll present on in class.TI P S F O R W R ITI N G CO U R S E CO NTE NT Start with a bullet point outline. The learningobjectives will be the main points, then fill in thesub-points with supporting information—how-toinstructions, things to remember to mention, howit affects the workflow, etc. Make sure the bullet points are in a logical order,matching the workflow the users follow. Don’t demo with generic scenarios. Useexamples from daily work—if a project managerregularly views task information, show thesummary panel vs. opening a task landing page. Try scripting out the curriculum, based on theoutline. Writing out what to say solidifies howyou’re going to explain certain concepts andensures topics are in a logical order. Periodically read the script out loud toyourself. Is the language awkward? Doesone section flow smoothly into the next? Give everyone a hands-on experience duringtraining. Design exercises or activities to supportand reinforce what you’re teaching. Allow plenty of time for the exercise.Workfront’s trainers find that mostexercises take twice the time planned! If hands-on practice isn’t practical duringclass, send each attendee an assignmentin Workfront to complete right after class.The more quickly people apply what theyhave learned, the better they remember. Stay within the time limit. If you plan for a classto be 60 minutes and your dry run shows thecourse content takes 90 minutes, then take aserious look at how you can cut back on content.Ask yourself: Is all of the content necessary forthis persona to do their job? Do not just read the script during thetraining classes. You’ll bore your classattendees and they’ll tune out. Use thescript as a guide when you’re practicingand as a reference when you’re teaching. Make the classes interactive, leaving time forquestions and discussion. Allow at least 10-15minutes for Q&A per 60 minutes in the classroom. Do a dry run (or two or three) of each course withyour fellow trainers. Solicit feedback and adjustyour content, class length, presentation style,etc., before you start training users.one.workfront.com [ 12 ]
DELIVER: STEP 5Communicate and deliverGive teams notice that training is coming up. Then conductclasses so everyone is ready to use the new Workfront experience.CO M M U N I C ATI O NGive your users plenty of notice that Workfronttraining is coming up. Try for at least a week’s notice,but more time might be ideal at your organization.Self-paced trainingIf users just need to watch a video tutorial or read aquick guide, include URLs and attachments in youremail communications.Live trainingWorkfront recommends that you sign up users fortraining, then send them a meeting invitation to addto their calendars. This ensures everyone is slated toattend the proper class, based on their job persona.You may want to set up a quick online quiz to testthe users about what they learned. This also willhelp you keep track of who completed the selfpaced training and who didn’t.If your employees need a bit more flexibility,provide a list of class times/locations and let eachof them sign up for a time that works best with theirschedules.Remote employeesDon’t forget your remote employees. Let them knowhow they can participate in sessions that focus onthe new Workfront experience.D E LI V E RThe time has come . it’s time to conduct the new Workfront experience training sessions! Organizing contentand users by job persona ensures each group gets the information they need to do their daily work.See the Tips for successful live training sheet for ideas and recommendations when holding live training.one.workfront.com [ 13 ]
one.workfront.com [ 14 ]
Five steps to user training Create a training experience for every job persona at your company by following these milestones—prepare, develop, deliver. PREPARE 1. Understand the WHY behind the new Workfront experience. Knowing the intent and value behind Workfront’s new user inter
Adobe Creative Cloud Export work directly from Adobe InDesign, Illustrator, or Photoshop and attach it to your Workfront assignments. Enjoy a seamless flow of work between your Adobe design applications and projects in Workfront. TARGETED LEARNING GUIDE rev. November 25, 2019
project templates Campaigns, product development, and company events are ideally executed by following your organization’s standardized workflow. Simplify workflow compliance with Workfront project templates. TARGETED LEARNING GUIDE rev. December 19, 2019
Microsoft monday.com Planview ServiceNow Smartsheet Workfront Wrike Product evaluated Airtable Asana Clarizen Microsoft Planner and Microsoft Teams monday.com Planview Projectplace ServiceNow London Release Smartsheet Workfront Wrike Version release date Au
work/products (Beading, Candles, Carving, Food Products, Soap, Weaving, etc.) ⃝I understand that if my work contains Indigenous visual representation that it is a reflection of the Indigenous culture of my native region. ⃝To the best of my knowledge, my work/products fall within Craft Council standards and expectations with respect to
s r e s Ul a c o L —To configure users in the local database using the Users Local Users and Users Local Groups pages. For information on configuring local users and groups, refer to Configuring Local Users and Configuring Local Groups. RADIUS—If you have more than 1,000 users or want to add an extra layer of security for
1. Know what training manual is. 2. Explain Crucial contents of Training manual 3. Design Training Manual 4. Prepare training budget Training manual of any organization consists of following information about training. Training Policy: Policy is a written Statement expressing company's vision mission regarding training. Policy is guideline .
2.13 Get child objects of a OU & container 2.14 Move object to another OU 2.15 Change properties on multiple users, reset password on multiple users, delete all users in particular OU 2.16 Find users who haven't logged in for 7 days and find users who haven't changed the password in the last 7 days. 2.17 Select timestamp attributes on users located in specific OU
Asset Management is increasingly well understood by the business community as a strategic and business led discipline, where the value of assets is their contribution to achieving explicit business objectives. If you are encountering Asset Management for the first time, this book should be a helpful introduction to the key topics. It should also highlight the benefits which are there to be .
