List of available blueprints
The following 51ºÚÁϲ»´òìÈ Workfront blueprints are available for system administrators to install. For more information about blueprints, see Blueprints overview.
Add New Employee IT Checklist
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with corporate IT teams to organize new employee onboarding activities. Using this template allows IT teams to operate efficiently, leading to a positive new employee experience and faster track to productivity.
Annual Budget Planning
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with Finance teams to organize the activities surrounding annual budget planning. The template helps set expectations with business unit leaders and guides them through the process to request and reserve budgets during the annual planning process.
Contracted Services Delivery Plan
This blueprint contains a template that organizes the work related to delivering customer-facing services. It is designed to create a uniform approach for contracted services delivery.
Corporate Event Plan
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with Human Resources teams to support employee retention activities, specifically corporate events and parties.
Deactivate Terminated Employee IT Checklist
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with corporate IT teams to manage the various activities that must take place when an employee terminates their employment. It is critical to deactivate the employees access and make other systems changes to reduce risk exposure and ensure other team members can stay productive in the departing employee’s absence.
Digital Asset Production (Integrated)
The Digital Asset Production blueprint for integrated processes contains a template that organizes the work for a standard digital production process. The template provides a lean process for original digital asset creation for a team that relies on standard operating procedures to define how to do the work and uses the project only to prioritize work and track progress.
Digital Asset Production (Managed)
The Digital Asset Production package contains a template that organizes the work for a standard digital production process. It is intended as an entry point for managing digital asset creation in Workfront. Use this package to create a foundation for digital content creation and then customize it to meet the needs of other creative processes for digital materials.
Digital Asset Revision (Integrated)
The Digital Asset Revision blueprint for an integrated process contains a single template to organize the work process associated with revising an existing asset. The template provides a lean process for a team that relies on standard operating procedures to define how to do the work and uses the project only to prioritize work and track progress.
Digital Asset Revision (Managed)
The Digital Asset Revision package contains a single template to organize the work associated with a revision to an existing asset. The template provides a streamlined process for an asset revision while creating a consistent experience compared to a new asset production project.
Edit Transferring Employee IT Checklist
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with corporate IT teams to manage the various activities that must take place when an employee transfers to new a role. This template reduces the security risks that exist when an employee transfer is completed without IT oversight. It also eliminates wasted hours of unproductive time when systems access is not granted to fulfill the duties of the employee’s new role.
End-of-Month Operational Close
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with Finance teams to organize the end-of-month closing of the books. The template provides a checklist of common activities that must be completed each month to accurately report on and promote the health of the business.
Finance Organization Setup
This blueprint contains the configuration of organizational structures to expand to a Finance department.
General Internal Strategic Initiative
The General Internal Strategic Initiative blueprint contains a project template to execute a project in for any internal optimization, process rollout, or other strategic investment. It is designed to be general enough to work for all organizations across the business.
Human Resources Organization Setup
This blueprint contains the configuration of organizational structures to expand to a Human Resources department.
Information Technology Organization Setup
This blueprint contains the configuration of organizational structures to expand to an Information Technology use case.
Inherited Instance Basics | Checklist
This blueprint contains a project template (or checklist) that you can review with a short list of questions, resources, and links for a clear understanding of how your Workfront instance has been configured. Use this when you recently inherited a Workfront instance and need guidance on where to start.
Integrated Campaign Execution
The Integrated Campaign Execution blueprint contains a single project template that organizes the distributed work across multiple teams to execute a multi-channel campaign.
Marketing Organization Setup
This blueprint contains the configuration of organizational structures to expand to a Marketing department.
New Employee Onboarding Plan
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with Human Resources teams to help new employees track their onboarding activities.
New Hire Readiness
This blueprint contains a template the Workfront professional services organization has used for years during implementation engagements with Human Resources teams to prompt HR specialists and hiring managers to complete essential activities to for an employee’s first day.
Offboarding | Departing User Dashboard
This blueprint contains a single dashboard with 13 reports to help you find, reassign, or otherwise manage the objects and assignments associated with a user departing Workfront. You could also use these reports for a user moving into a new role or group to reassign their work.
Partner Enablement: GenStudio Foundation Package
The Partner Enablement: GenStudio Foundation Package is designed to facilitate the seamless promotion of the GenStudio foundation environment. It includes all the necessary components for running the bootcamp effectively.
People Manager Dashboard
This blueprint contains a single dashboard with 12 reports to give people managers visibility into their direct reports’ work.
Post-Implementation: New Use Case Rollout
This blueprint contains a single template that organizes the work that a Workfront customer will need to complete to manage the expansion to next processes after their initial implementation.
Print Asset Production (Integrated)
The Print Asset Production package contains a template that organizes the work for a standard print production process. The template provides a lean process for original print asset creation for a team that relies on standard operating procedures to define how to do the work and uses the project only to prioritize work and track progress.
Print Asset Production (Managed)
The Print Asset Production package contains a template that organizes the work for a standard print production process. This package is intended as an entry point for managing print asset creation in Workfront. Use this package to create a foundation for print content creation, then customize it to meet the needs of other creative processes for printed materials.
Print: Direct Mail Asset Production
The Print: Direct Mail Asset Production blueprint organizes the work for a print collateral production process. This blueprint is intended as an entry point for managing print collateral, specifically direct mail, in Workfront.
Print: Direct Mail Content Creation and Campaign Execution
The Print: Direct Mail Content Creation and Execution blueprint organizes the work for a print collateral production process. This blueprint is intended as an entry point for managing print collateral, specifically direct mail, in Workfront. This template is unique because it also c