Join the Workfront Central User Group for a Back to Basics session focused on Custom Forms in Workfront. This session is designed for newer system administrators, group administrators, and Workfront power users who want to better understand how custom forms are built, why they matter, and how to create forms that support clean data, better reporting, and more consistent processes.

Custom forms are one of the most powerful tools in Workfront. When built well, they help teams capture the right information at the right time, standardize intake and project details, improve visibility, and make reporting more meaningful. When built without a plan, they can create duplicate fields, confusing forms, incomplete data, and reporting challenges.

In this 30-minute session, we will walk thru the basics of custom forms, including what they are, where they are used, how to think thru form design, and the key questions every admin should ask before creating a new form or field.

What You Will Learn

• What custom forms are and how they support Workfront objects such as projects, tasks, issues, documents, programs, and portfolios

• Why custom forms are important for intake, process consistency, reporting, and governance

• The basic steps for building a custom form

• How to choose the right field types and avoid unnecessary complexity

• What questions to ask before creating a new custom form or custom field

• Common mistakes newer admins should avoid

• How thoughtful custom form design can improve user adoption and data quality

Target Audience

• Newer Workfront system administrators

• Group administrators who manage forms or fields for their teams

• Power users who support request queues, project templates, or reporting