Worksheet: Create a project - Workfront

THE NEW WORKFRONT EXPERIENCE

Worksheet: Create a project

Focus on four main steps to create a project. Use this worksheet to record your organization's processes and guidelines.

1. Create the project using your

organization's preferred method: convert a request, new from template, from scratch, copy a project, etc.

What method will you use for creating projects?

2. Fill in the project details, focusing

on the most important information for your organization.

Which project details fields should be filled out? What information should be included in each?

Which project templates will you use?

3. Modify the project timeline so

work gets done by the right people at the right time.

What changes should be made to the project timeline? Check task names, durations, planned hours, predecessors, and assignments.

4. Take the project live so the work

can begin!

What project status is used to indicate a project is live?

rev. February 10, 2020

experience.

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