The Planning status can be set as the global Workfront default for new projects by your system administrator. When making changes to the project-such as changing due dates-you can roll the status back to Planning or turn off the Autosave feature to prevent notifications from going out until changes are complete. This allows Workfront to send notifications to people about new tasks they’re assigned to, but it won’t send notifications to users for the tasks they were assigned while the project was in a Planning status. Then once the project is ready to go live, change the status to Current. The key thing with the Planning status is that Workfront notifications don’t go out to task assignees about the project while it’s in this status. Workfront recommends the status be set to Planning while you’re fleshing out and finalizing the project plan. Status is used in many Workfront reports to track how work is progressing.

Status is used in Workfront to indicate where, or at what stage, in the workflow a project is. Some Workfront customers include a sample of what a project description should look like in their project templates. For example, “A campaign aimed to increase revenue generating work by 50%” or “New system upgrade to improve efficiencies throughout the department.” When multiple people work on a project, you-as the project manager-have to ensure everyone is up to speed on the purpose and expectations of the project.ĭo this with a project description that provides basic information, answers questions, and allows the project team to move forward with their work. Be sure to follow your organization’s project naming convention, which may require certain information be included in the project name (such as a reference number, department name, or category indicator). Use templates to pre-fill information, then turn your attention to the 12 most important project details fields listed below.Ī descriptive project name helps everyone identify the purpose of the project. Don’t worry … you don’t have to fill out every field and checkbox in the project details with each project you create in Workfront.

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