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# 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

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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##### 
## 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.

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##### 
## 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).

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##### 
## 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

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##### 
## 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.

Show More

##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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##### 
## 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

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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##### 
## 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

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Security - Markup Software (1)

Version Control

Provides the ability to track changes, revert to previous versions of a project, and manage edits.

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##### 
## 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

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##### 
## 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

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##### 
## 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

Show More

##### 
## 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

Show More

##### 
## 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

Show More

##### 
## 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

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[To-Do Lists](/glossary/to-do-lists)

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.

[Document Management](/glossary/document-management-definition)

Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.

[File Sharing](/glossary/file-sharing-definition)

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.

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##### Categories on G2

[
Workflow Management
](https://www.g2.com/categories/workflow-management)[
Work Management
](https://www.g2.com/categories/work-management)[
Project Collaboration
](https://www.g2.com/categories/project-collaboration)

[
Project Management
](https://www.g2.com/categories/project-management)[
Task Management
](https://www.g2.com/categories/task-management-software)[
Bug Tracking
](https://www.g2.com/categories/bug-tracking)[
Kanban Project Management
](https://www.g2.com/categories/kanban-project-management)[
Resource Management
](https://www.g2.com/categories/resource-management)[
Markup Software
](https://www.g2.com/categories/markup-software)[
Strategic Planning and Execution
](https://www.g2.com/categories/strategic-planning-and-execution)

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