Telling Your Story With Workfront

I keep hearing people indicate they “need Workfront to tell a story”. It’s understandable because in order for us to know where we’re going, we need to know where we’ve been, what happened, why it happened and what we plan on happening the future. In other words, we need tasks on projects! By ensuring that a task exists on a project that says who (assigned to) did what (task name) and when (actual dates), we can construct a task report, such as the WFPro Live Archives report, which simply retrieves tasks from various projects in sequence of the actual completion date. By carefully deciding what tasks to include in the report, and what metadata to include in the view (who, what, when, why, how, issues, notes, custom data, etc.), you will begin to see a story unfold. Give it a try by building a report that grabs tasks you have completed in the past and sort the results descending by actual completion date and you’ll begin to see your story unfold. Expand the scope of the filters to include a colleague and you’ll begin to see your team’s story unfold. Cast your net a little wider and you’ll see your organization’s story begin to unfold.

The beautiful thing is this can happen anytime you’re ready to begin unless you’re not using tasks, which means you’re not using Workfront properly and need some guidance. Where we are in the story is the line between where we’ve been and where we’re going as seen in the two reports below.

Leave a Reply