workfront for g suitefor+g+sui… · for g suite the workfront for g suite integration connects you...

Workfront for G SuiteThe Workfront for G Suite integration connects you to your most important work, straight from the convenience of your email inbox, calendar, or remote drive. Find, update, and complete your work with ease, without switching applications.

TARGETED LEARNING GUIDE

rev. December 2, 2019

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Getting started.

1 After installing the add-on, click the Workfront icon in the right column and log in using your Workfront domain, username, and password. The Workfront panel opens on the right.

2 The panel displays your work assignments.

This is the same list you see in Workfront Home.

3 Sort your assignment list by planned completion date, commit date, or project name.

With the date options, your late assignments appear at the top of the list.

4 Click on an assignment to view its details, updates, and documents.

The icons indicate if the assignment is a task or issue.

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Assignment details.

1 Use the Details panel to see the nitty-gritty information about your assignment.

2 The Description outlines what’s expected with the assignment.

3 Click Work On It to accept the assignment. This then changes to Completion Status so you can indicate when work is done.

4 Change the Status of the assignment to indicate how work is progressing. Click into the Percent complete field and enter a number to estimate how far along you are with the work.

5 Review the Planned hours to know how much time the project manager estimated this assignment would take. And, of course, check the Planned completion date for when the assignment is due.

6 Click View In Workfront to open the assignment in Workfront with a web browser.

7 Click the back arrow to return to the assignment list.

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1 Use the Updates panel to post updates on work or view the update history.

2 Enter your update in the Start a new update field.

3 Type in the names of the people (or teams) you want to “tag” in the notifications and select the right person from the list. The names queue up in a list under the field.

4 Click Post when your update is ready to save.

5 Review previous updates and even add to the thread by clicking the Reply link.

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Make an update.

The assignment list does not refresh automatically, so hit the Refresh option every now and then to make sure you’re seeing the latest information.


Post an email as an update.

1 Select an email in your Gmail inbox.

2 Click Post as a new update from the Workfront panel.

3 Select the Workfront object type you want to post the update on from the drop-down menu Then enter the name of the item.

4 The text of the email automatically fills in. Make changes to the update, if needed.

5 Enter the names of people or teams you want to “tag” when the update posts to Workfront.

6 Click the Update button to finish the update.

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1 Use the Documents panel to see attached documents, download them, and access them in Workfront.

2 Click the download link on files such as Word documents, PDFs, images, and more.

3 For files that are linked through one of Workfront’s native document integrations (such as Google Drive, Microsoft OneDrive, Dropbox, etc.), click the link to open the file in a browser window.

4 Click the name of a file to open its Details panel, which shows you basic information about the file. Click the Updates tab to make a comment on the document.

5 Download the file from Workfront by clicking the link. Or access the file in Workfront.

6 Use the back arrow to return to the assignment list.

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Access attached documents.

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Convert an email.

1 Select an email in your Gmail inbox.

2 Select Create new task or Create new issue in the Workfront panel.

3 Type in the Project name. The subject line of the email fills in as the Task/Issue name; change the name, if needed.

4 The body of the email becomes the Description.

5 Assign the task/issue to the appropriate person/job role/team.

6 Set other information: duration and priority.

7 Click the toggles to include any email attachments or a copy of the email file as documents on the task/issue.

8 Finally, click the Create Task button.

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The task/issue automatically has a planned start date that matches the start date of the project. Once the item is created, click the View in Workfront link to take you directly to the object so you can adjust the task dates.


View additional information.

1 Select a Workfront-generated email from your inbox—a comment notification, new task assignment, etc.

No need to log in to Workfront to get all of the details about the related Workfront item. You can get the basics in the Workfront panel.

2 Information related to the Workfront object—project, task, issue—that the email is related to displays in the Workfront panel. Navigate to the Details, Updates, or Documents panels, as needed.

For example, if you select an update notification, the panel shows the Updates tab. Select a new work assignment email and the panel displays the assignment details.

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