Work Management

8 min

Adobe provides the following links as additional, supplemental information based on goals, use case needs, and discussions within lab sessions. This information is intended to augment the experience gained from the Customer Experience Lab curriculum.

Workfront Fundamentals

Adobe Workfront Objects Overview — Understanding the full object hierarchy: portfolios, programs, projects, tasks, and issues

Adobe Workfront Documentation Home — Full product documentation hub

Workfront Tutorials Home — Hands-on tutorial library across all Workfront topics

Organizational Structure

Groups Overview — How groups represent departments or business units within a shared Workfront instance

Groups vs. Teams in Workfront — When to use groups vs. teams and how they differ functionally

Teams Overview — How teams function for work assignment and routing within groups

Organizational Setup — Associating users with job roles and companies at the system level

Create and Manage Job Roles — Setting up licenses, access levels, and job roles together

Group Administration

Group Administrators — Full breakdown of what group admins can do vs. system admins, and how to designate them

Manage a Group — Day-to-day group management: members, subgroups, statuses, templates, and preferences

Add Users — Creating and provisioning user accounts, including group admin workflows

Licenses, Access Levels & Permissions

Access Levels Overview — How Standard, Light, and Contributor licenses map to access levels and what each controls

Create or Modify Custom Access Levels — Copying and customizing access levels for specific roles in your org

Overview of Sharing Permissions on Objects — How View, Contribute, and Manage permissions work, including inherited permissions

How Access Levels and Permissions Work Together — The layered model: license ceiling, access level controls, and object-level sharing

Best Practices: Licenses and Access Levels — Recommended patterns for structuring access in enterprise environments

Request Queues

Create a Request Queue — Setting up a project as a request queue, including Queue Details configuration and access settings

Provide Access to Request Queues — Configuring who can submit to a queue, including the "People in this project's group" setting

Create Queue Topics — Structuring request categories within a queue and linking them to routing rules

Create Routing Rules — Auto-assigning incoming requests to teams, users, or job roles based on queue topic

Create a Request Flow (Tutorial) — Step-by-step walkthrough of building routing rules, topic groups, and queue topics together

Understand Request Queues (Tutorial) — Conceptual overview of how requests work as issues within queue projects

Best Practices: Request Queues — Recommended patterns for queue structure, routing, and governance

Approval Processes

Approval Process Overview — How system-level, group-level, and single-use approval processes differ and when to use each

Create an Approval Process for Work Items — Building multi-stage approval processes triggered by status changes

Edit an Approval Process — Modifying existing approval processes at the system or group level

Delegate Approval Requests - Designating another approver to keep business process moving

Issue & Request Conversion

Overview of Converting Issues in Adobe Workfront — What transfers when converting a request/issue to a project or task

Convert an Issue to a Project — Step-by-step process for promoting a request into a full project

Convert an Issue/Request to a Project (Tutorial) — Tutorial walkthrough of converting a request using a project template

Reporting & Dashboards

Reports and Dashboards Overview — Index of all reporting and dashboard documentation

Create a Dashboard — How to build a dashboard, add reports, and configure layout

Create Dashboards (Tutorial) — Guided walkthrough on building and sharing dashboards with group-filtered reports