Creating a project
Introduction
The marketer has analysed the data and identified the campaign requirements, created the brief and submitted the request. The campaign manager has validated the overall campaign timelines and budget availability and has given a go ahead. Now its time to start actioning on the request.
Creation of project
Select the campaign object you created in the Table view {{CUSTOMER_NAME}} - Housing Market Outlook 2026
This will open a ribbon menu where in you can click on Create Delivery Project
This converts the request to a project and creates actionable tasks based on the template. You will see a success pop up upon conversion. Project creation may take a couple of minutes depend on the template we use. Please refresh the window once you see the success toast message.
Click on the Research Name to open the campaign object and scoll down to see Delivery project.
Click on the operational project object with the same name as research name i.e. {{CUSTOMER_NAME}} - Housing Market Outlook 2026 to go into the project. This opens a new tab showing all the pre-defined tasks and assignees based on the project template.
We can view the tasks in different views based on the team requirements and needs.
- Clicking on Gantt shows the timeline relationships between tasks and associations
- Clicking on Board changes to a kanban delivery board for the tasks in the project.
- You can select different views and grouping based on project attributes as well.
Come back to List view and standard view for the next task.
Assigning a task
We can define the default assignments for the tasks of the project. This is by default assigned to Barclays Marketer team which includes everyone attending the labs today.
We are now going to assign two tasks to yourselves.
- Click in the assignments cell for the Creative Asset Build task to make it editable.
- Click on (x) on Barclays Marketer group to remove the teams assignment
- Search for your assigned user name and select it to assign the task to yourself.
- Do the same for the Content for Barclays Live & Eagle Eye newsletter update tasks and assign them to yourselves.
Workload balancer for team view
The Workload Balancer in Adobe Workfront is a powerful tool designed to help project managers and team leads efficiently manage and distribute work across their teams. It provides a real-time, visual overview of team members’ workload, making it easy to identify over- or under-utilization and adjust assignments accordingly.
With the Workload Balancer, you can:
- View workload distribution – See how work is allocated across team members and adjust to prevent burnout or inefficiencies.
- Reassign tasks easily – Drag and drop tasks to balance workloads in real time.
- Set capacity limits – Define individual and team capacity to ensure workloads stay manageable.
- Improve efficiency – Optimize resource allocation to meet deadlines without overloading team members.
By using the Workload Balancer, you can ensure that work is distributed fairly and efficiently, helping teams stay productive and focused.
- Click on Workfront Balancer from the left pane menu.
- Click on show all users icon to see the workload of your team. This view is filtered to just to see people attending the lab today.
You have now successfully created a campaign project in workfront and have assigned tasks to the relevant team.