How to Name Your New Projects in WorkFront:

Project Type - Year Quarter Name
  

Hyphen, not dash.
Required – in bold.
Not required (but helpful for recurring or annual or duplicate) – not bolded.

Note: No special characters. Only spaces between words and the hyphen. Use a space on both sides of the hyphen.

**In Workfront Project Details overview section “Description” syncs to Marketing Calendar. Do NOT edit this field.

Naming a project should be simple yet descriptive enough so a person viewing the project can understand the project’s intent. Keep in mind that this name will appear in CRM, Eloqua and the marketing activities calendar, so viewers of those applications should be able to understand what the project is by the name. However, do NOT over describe the project in the name as this will just cause confusion.

GOOD Examples: 
Alert - 2024 Penalty Relief Tax

Host - 2024 Q1 NBOA Nightcap

Article - 2024 How to Balance Your Finances Properly

BAD Examples:

Alert - Penalty tax alert to ensure our clients know about this new tax change ß too many details

Event - NBOA after main event drinking party Feb. 29 ß oddly descriptive 

Article - Finance ß too little information

Think back to your high school or college days and this would be similar to naming your paper. The goal is to ensure there is understanding of what is encompassed in the project.
 

Examples: 

Alert – Penalty Relief Tax
Advertisement – The Business Journal Women of Influence in the Book of Lists
Article – 5 Trends on the Creative Community Refresh
Attend – 2024 Q4 CREW 40th Anniversary Gala
Award – 2024 Regional Business Journal for Denver
Blog Post – 2024 Ideatician Leaders
Byline – 2024 Q4 Most Influencial
Case Study – Trust Campaign Sox
CoHost – 2024 Q4 Red Mountain Lodge Event
Earned Media – 2024 Most Innovative Firm
Email – SimonMed Partner Announcement
Email – 2024 Q4 Nonprofit Survey 
Exhibit – 2024 Q4 AAMP Conference
Host – 2024 Q4 NBOA Nightcap
Landing Page – Credit Union
Media Pitch – 2024 Board of Entrepreneurs
Newsletter – 2024 Q4 Private Equity Industry
People Profile – Scott McFadden
Social Media – Trust Launch Campaign
Sponsor – 2024 Q4 F Suite Fireside Dinner
Target List – 2024 Q4 Sense Expansion Outreach
Web – Trust Messaging
Web Product – New Manufacturing Digital Transformation Toolkit
Webinar – 2024 Q4 Tax Roundtable
White Paper – 2024 Armanino Foundation Annual Report