A project manager wants to track specific types of issues on a project along with additional custom fields for each type. What is one way to accomplish this requirement?
Identify the Requirement: The project manager wants to track specific types of issues with additional custom fields for each type within a project.
Understanding Queues and Custom Forms in Workfront: Workfront allows the creation of queues to manage different types of requests or issues. Queue topics can be used to categorize these issues, and custom forms can be applied to capture additional information specific to each issue type.
Steps to Create a Queue with Custom Forms:
Navigate to the Project: Go to the project where you want to track specific issues.
Create a Queue: In the project settings, create a queue.
Define Queue Topics: Set up queue topics to represent the different types of issues (e.g., Bug Reports, Change Requests, etc.).
Assign Custom Forms: Create custom forms with the necessary fields for each issue type and assign them to the corresponding queue topics.
Implementation:
Setup Custom Fields: Ensure the custom fields on the forms are configured correctly to capture all required information.
Test the Queue: Test the queue by creating sample issues to ensure that the custom forms are working as expected for each issue type.
To which two objects in Workfront can a dashboard be added in the left navigation? (Choose two.)
Dashboards in Adobe Workfront can be added to the left navigation of both Portfolio and Project objects. This allows users to have quick access to important reports and data relevant to these specific objects.
Add Dashboard to Portfolio:
Navigate to a Portfolio.
Go to the left navigation panel and click on 'Customize this Navigation'.
Select 'Add Dashboard' and choose the dashboard you want to add to the Portfolio.
Add Dashboard to Project:
Navigate to a Project.
Go to the left navigation panel and click on 'Customize this Navigation'.
Select 'Add Dashboard' and choose the dashboard you want to add to the Project.
The ability to add dashboards to the left navigation of Portfolios and Projects is documented in the Workfront customization and user experience guides (Workfront Training Deck - Worker 2.15.23).
A client wants to keep track of project metrics based on the request that was submitted, but they do not want the requestor to fill this information out. How would a system administrator configure this request?
Objective: Track project metrics based on the submitted request without allowing the requester to fill in this information.
Configuration Steps:
Step 1: Create a Custom Form with the necessary metric fields.
Step 2: Do not include these metric fields in the part of the form visible to the requester.
Step 3: Add these metric fields to the project details section instead.
To which two objects in Workfront can a dashboard be added in the left navigation? (Choose two.)
Dashboards in Adobe Workfront can be added to the left navigation of both Portfolio and Project objects. This allows users to have quick access to important reports and data relevant to these specific objects.
Add Dashboard to Portfolio:
Navigate to a Portfolio.
Go to the left navigation panel and click on 'Customize this Navigation'.
Select 'Add Dashboard' and choose the dashboard you want to add to the Portfolio.
Add Dashboard to Project:
Navigate to a Project.
Go to the left navigation panel and click on 'Customize this Navigation'.
Select 'Add Dashboard' and choose the dashboard you want to add to the Project.
The ability to add dashboards to the left navigation of Portfolios and Projects is documented in the Workfront customization and user experience guides (Workfront Training Deck - Worker 2.15.23).
An Adobe Workfront system administrator is asked to fix an external web page on a dashboard. The URL for the desired content no longer points to the correct page.
How can the system administrator update the link for the external page?
To update the link for an external page on a dashboard in Adobe Workfront, follow these steps:
Navigate to the Dashboard:
Go to the dashboard that contains the external page with the broken link.
Edit the External Page:
Locate the title area of the external page widget.
Click the gear icon (settings) in the title area to edit the properties of the external page.
Update the URL:
In the properties window, find the field for the URL.
Enter the correct URL that points to the desired content.
Save the Changes:
Save the changes to update the external page with the new URL.
Verify that the external page now correctly points to the updated content.
Detailed instructions for updating external page links can be found in the Workfront documentation and system administrator guides (2.28.23 - The Case for FT Sys Admins).
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