Workfront Features
Tasks (11)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Tasks
Allows users to create, modify, and delete tasks
Details
Helps users capture all relevant details required to perform tasks
Priority
Assigns priorities to tasks and allows admin to change priorities
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Planning (6)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Workflow
Define the stages of a workflow and assign tasks to each stage
Backlog
Tasks can be moved to a backlog based on priority and other criteria
Optimization
Ability to improve workflows and processes by analyzing the flow of tasks
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Bug Reporting (3)
User Reports & Feedback
Give users in-app method of reporting bugs and leaving general performance feedback.
Tester Reports & Feedback
Give testers in-app method of reporting bugs and leaving general performance feedback.
Team Reports & Comments
Give team members method of reporting bugs and leaving comments on bug status.
Bug Monitoring (3)
Analytics
Provide reproducible, insightful info surrounding bug and crash scenarios.
Bug History
Track history of bug status by application version, date, etc.
Data Retention
Store bug tracking data for an appropriate and useful amount of time.
Prepare (4)
Strategy Map
Create and manage maps for multiple strategies at the department or company level.
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Rules
Define rules to assign employees and resources to various strategic plans
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Plan (4)
Vision Statement
Adds values, mission and vision statements to strategy plans
Goals
Assigns goals to strategic plans and define owners and milestones for each goal.
Collaboration
Allow users from multiple teams to collaborate on strategic planning and implementation.
Cascade Planning
Ensures that various teams, departments, and business entities are aligned with the strategy of the company.
Optimize (3)
Progress Tracking
Monitor the progress of all activities related to strategy and identify opportunities for improvement.
KPIs
Include KPIs to track the status and success of strategic operations.
OKR
Define and monitor objectives, and key results (OKR).
Kanban Boards (3)
Kanban Cards
Provide standard Kanban cards for various types of tasks that can be modified by users
Drag and Drop
Allows users to drag and drop cards to rearrange them in a board
Visibility
Boards provide visibility accross all projects, tasks, and users
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company.
Customization
Allow administrators to configure workflows and processes.
Data repository
Deliver a single data repository for all project information.
Administration (3)
Permissions
Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance.
Remote Work
Allow users to use the system online and on mobile devices.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
Dependencies
Define dependencies between tasks and the rules to manage them.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (2)
Document Management
Allow users to share and collaborate on documents and files.
Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (2)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software.
Back Office
Provide integration with accounting software and ERP systems.
External data
Connect to external data sources such as databases or BI software.
Communication (4)
Chat
Provide live chat tools for instant messaging
Discussions
Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions
Announcements
Manage news and announcements by company or department
Content & Documents (4)
File Sharing
Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users
Search
Help users find documents and other types of content
Versioning
Keep track of document versions and related changes
Controls (5)
Custom Views
Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them
User Management
Define and manage users access to documents and collaboration features
Calendars
Manage private and shared calendars and associated events
Public Sharing
Make project views available for the public.
Project Management (4)
Task Management
Include features to create, assign, and manage tasks.
Planning
Deliver project plans that can be customized by users.
Visibility
Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software.
Remote Collaboration (3)
Alignment
Align remote employees with their colleagues and external users
Accountability
Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely
Execute (4)
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Communication
Clearly communicate how strategy plans should be implemented accross all departments of the company
Alignment
Align all staheholders involved to improve collaboration, visibility, and performance
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Generative AI (9)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Annotation Tools - Markup Software (3)
Text Annotations
Allows users to leave annotations on text.
Video Annotations
Allows users to leave annotations on videos.
Image Annotations
Allows users to leave annotations on images.
Collaboration - Markup Software (3)
Permissions
Allows users to adjust the level of access other users have to certain projects.
Commenting
Enables uses to leave comments and bring attention to specific parts of the project.
Tagging
Allows uses to tag other individuals in order to notify the tagged person and draw their attention to specific content or tasks.
Security - Markup Software (1)
Version Control
Provides the ability to track changes, revert to previous versions of a project, and manage edits.
Agentic AI - Bug Tracking (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Kanban Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list.





