Adobe Workfront

Hi everyone! My name is Kristin, I've recently joined Workfront to lead Customer Marketing and Regional User Groups. I wanted to reach out to give you all virtual high fives for being so diligent in coordinating these meetups! A few folks have already told me you guys are the group to watch - you do a great job staying connected. No real action, just wanted to say hello and let you know I'm here as a resource if you need anything. We're putting together our plans for 2020 and definitely want to do something in your area. We'll stay in touch and figure out what time of year works best and what you'd like to see on the agenda. In the meantime, have a great meetup this week! Looking forward to meeting you all in person (either at a local event or at Leap!) - Kristin Kristin Farwell Sr. Manager, Customer Advocacy Programs Workfront Austin, TX

If you are in the Seattle area, we'd like to invite you and other Workfront users in your organization to the upcoming Seattle Workfront User Group on Thursday, October 10, 2019 . Whether you're just getting started or a veteran user, you can always use more tips, tricks, best practices, and practical how to's. It's free to attend, and you'll hear from other users in your community and our own internal experts with facilitated discussions on topics such as: The new Workfront experience Customer showcase: REI Resource and capacity planning Key integrations that drive productivity and visibility Date: Thursday, October 10, 2019 Time: 8:00 a.m. - 11:45 a.m. Location: Kimpton Alexis Hotel Agenda and Registration: "http://www.cvent.com/d/9yqy9w" http://www.cvent.com/d/9yqy9w The user group portion of the day will conclude at 11:45am. We invite you to stay and join us in the afternoon for our "https://event.workfront.com/donerightseattle/marketing" Done Right Live workshop , a practic

NEW Reports and Dashboards Resource Page! Designed to save you time by curating content across our resource sites, we're excited to announce our NEW Workfront Reports and Dashboards Resource page. The page features an intro to the basics of Workfront reporting and takes you beyond for more advanced customers. You'll find quick video tutorials, links to on-demand and live training, and popular help articles we use every day with customers. This will be a dedicated and continuously updated resource site, so please bookmark this page! To share feedback, comments or suggestions for the Reports and Dashboards Resource page, click here to access the full blog post and post the details in the comments section! Nichole Vargas Workfront

NEW Reports and Dashboards Resource Page! Designed to save you time by curating content across our resource sites, we're excited to announce our NEW Workfront Reports and Dashboards Resource page. The page features an intro to the basics of Workfront reporting and takes you beyond for more advanced customers. You'll find quick video tutorials, links to on-demand and live training, and popular help articles we use every day with customers. This will be a dedicated and continuously updated resource site, so please bookmark this page! To share feedback, comments or suggestions for the Reports and Dashboards Resource page, click here to access the full blog post and post the details in the comments section! Nichole Vargas Workfront

Did You Know? Use Text Mode to Create a Detailed User View Have you ever needed to see the other groups, teams, or job roles that all users in your environment are assigned to? Rather than manually clicking into each person's profile, create a detailed user view that pulls this information into a single view. NOTE: This blog is part of the "Basic Text Mode" series. It is not intended to teach you about text mode reporting beyond what you need to know to produce this view. Links are provided at the end of the article if you're interested in learning more about text mode. As a system or group administrator, you might look at the list of all users, found under the People tab, and ask yourself, what job roles are assigned to each of these users? You can't see this in a standard user view, so you would need to edit each user's personal information to find out. By using text mode, you can see all job roles, teams, groups, and direct reports in columns in your view o

Hi everyone, My name is Kristin Farwell, I've recently joined Workfront to lead our Regional User Group program. I am super excited to be working with you all, and am completely blown away by the energy and passion I'm seeing in Workfront customers. Speaking of user groups, I want to tell you about an upcoming event we're planning on October 10. An invite has just gone out, but in case you didn't receive it, details are below. If you have any questions, feel free to drop a comment here, or you can reach out to me directly at kristinfarwell@workfront.com Seattle Workfront User Group Date: Thursday, October 10, 2019 Time: 8:00 a.m. - 11:45 a.m. Location: Kimpton Alexis Hotel Agenda and Registration:

REGISTER NOW! Workfront Wednesday: Ask the Expert Reporting Workshop Don't miss this month's Ask the Expert Reporting Workshop on October 2 at 8:00 a.m. PT / 4:00 p.m. UK . Workfront Senior Learning Program Manager, Chuck Middleton, will discuss how to measure mix and capacity within your enterprise. In this session, you will: Learn about mix and capacity - what are you working on: run work vs. change work; and how much total work your organization can handle Understand how to build your own mix and capacity reports in Workfront Get the answers to ANY other reporting questions you may have Questions not answered during the webinar will be answered later and emailed to all who registered Click the link "https://webinars.on24.com/workfront/asktheexpert" here to register. Thank you! Nichole Vargas Workfront

REGISTER NOW! Workfront Wednesday: Ask the Expert Reporting Workshop Don't miss this month's Ask the Expert Reporting Workshop on October 2 at 8:00 a.m. PT / 4:00 p.m. UK . Workfront Senior Learning Program Manager, Chuck Middleton, will discuss how to measure mix and capacity within your enterprise. In this session, you will: Learn about mix and capacity - what are you working on: run work vs. change work; and how much total work your organization can handle Understand how to build your own mix and capacity reports in Workfront Get the answers to ANY other reporting questions you may have Questions not answered during the webinar will be answered later and emailed to all who registered Click the link "https://webinars.on24.com/workfront/asktheexpert" here to register. Thank you! Nichole Vargas Workfront

Hi Folks, While Lilit and her team are working hard to remove the scrollbar Jumpiness that many have reported in the 19.1 Task list, I'd like to share the following "Classic Task List" that I worked through this morning with my colleague @Dustin Martin which I plan to use until the official patch is ready. The step by step instructions are below; I hope it gives you some relief. Regards,Doug STEP 1: build a Classic Task ReportSTEP 2: add the Classic Task Report to a Classic Task Report dashboard STEP 3: add the Classic Task Report dashboard as a project custom tab under the desired Layout Template(s)STEP 4: note the reinstatement of the outer "classic" scrollbar, and consider stopping here (if task indentation doesn't matter) STEP 5: Create a "Child Tasks" task filter STEP 6: Create a "Parent Parent Parent Task" task grouping (or something similar) (for copy/paste purposes): group.0.linkedname=parentgroup.0.namekey=view.relatedcolumngroup.0.namekeyargkey.0=parentgroup.0.namekeyargkey.1

So, I have a confession to make; and what better place, thought I, than to admit it here within this caring community? For -- well, forever, I suppose -- I've manually synchronized my Outlook calendar, my Google Calendar, and my iPhone. Over the years, I've developed the discipline and spidey-sense to keep them in sync, for the most part rarely missing any events...but it has come at a certain cost in terms of admin time and stress. Last week, I finally did a little research and installed a wonderful little program called Google Sync from https://www.companionlink.com/google/ and am delighted to confirm that at long last, my three calendars stay in sync, and colorized (Personal, Calls, Offsite, and Events, as a Good Start). I've also switched from the native iPhone Calendar (which is pretty good) to the Google Calendar app (which is even better). Conservatively, the sync is >95% accurate, typically within minutes, and I expect it will save me easily an hour a week. It&#3

Here's a quick win for those with folks in various timezones, which I just noodled out while familiarizing myself with a new client (e.g. how many users in each country): group.0.namekey=timeZonegroup.0.valuefield=timeZonegroup.0.valueformat=stringtextmode=true Regards,Doug

Last week I developed a Service Level Agreement (SLA) solution for one of our Workfront clients. I'd done so before, but this time was different. Here are the two styles: Response Based SLA: an Issue of a certain Priority, on a certain day and time of the week is raisedcalculations based on Priority and Business Days compute the SLA deadlines for responding and resolvingtimers immediately start. recording the elapsed time to respond, and/or the time to resolvetimers pause (and "don't count" against the SLA response or resolve resolution time) when the Issue is put On Hold (e.g. for feedback)the Issue Status flips back and forth between In Progress and On Hold until eventually it is marked Completeat time of Completion, if the elapsed timer is less than the SLA deadline, it is "within SLA" (no penalty); otherwise "outside SLA" (penalty)Commit Date SLA: a request is raisedno timers kick in automatically, as suchinstead, such requests are batched, rev

Hi @Alison Milbury,Along the Invisible Man lines (and yes, I'm starting a comic book theme) in our previous email, I think I just spotted the Future Boy issue.Benetta asked a time sensitive question mid day yesterday (14 hours ago) at https://one.workfront.com/s/question/0D50z00006Px43rCAB/any-workaround-to-restoring-a-deleted-report but it is not listed in the summary below, nor is my answer, which is what tipped me off.I noticed it was in the Reporting Forum, and this email was for the Global forum. That would explain it. I would be interested (and would prefer) if I could have one digest for all the forums I monitor; if that's possible, please guide me.Back to Future Boy...I also checked https://one.workfront.com/s/question/0D50z00006Px43xCAB/project-complete-showing-0-when-half-of-tasks-marked-complete100and neither Anna's comment ("yesterday") nor Emma's (22 hours ago) made the cut.Might the "Daily Discussion" be (inadvertently) configured to pu

It's been some time since someone surprised me with a clever text mode trick, but when my colleague shared "http://www.screencast.com/t/gfJUZuIfd">this video with our clients yesterday, I was quite impressed, so I decided to share it here. Using textmode, he added a "Click To Edit" column to some of our users' favorite list reports. When they click the link, it then instantly pops up ALL of the custom data for that row. I think it's brilliant. We use thousands of Parameters in our www.espsuite.ca vertical for Oil & Gas, so this technique: reduces navigation for end users simplifies what needs to be shown horizontally in the grid in some cases, seems to be faster than editing data in the grid (although I know Anna G's team is working diligently to improve the latter) minimizes report/view maintenance (e.g. as new custom data is added, just "pop it", rather than having to add everything under the sun into an ever-widening grid) Here's the magic: displayname=Click to

High time for a fun one! If you've configured your users' Managers in Workfront, I invite you to create a User Report, filter for the Active folks in your Company, flip the grouping into textmode, and paste this little gem below. In short, it creates an automatically collapsing Org Chart of your Company. Regards,Doug group.0.linkedname=managergroup.0.namekey=view.relatedcolumngroup.0.namekeyargkey.0=manager:manager:managergroup.0.namekeyargkey.1=namegroup.0.valuefield=manager:manager:manager:namegroup.0.valueformat=stringgroup.1.linkedname=managergroup.1.namekey=view.relatedcolumngroup.1.namekeyargkey.0=manager:managergroup.1.namekeyargkey.1=namegroup.1.valuefield=manager:manager:namegroup.1.valueformat=stringgroup.2.linkedname=managergroup.2.namekey=view.relatedcolumngroup.2.namekeyargkey.0=managergroup.2.namekeyargkey.1=namegroup.2.valuefield=manager:namegroup.2.valueformat=stringtextmode=true

In addition to the flexibility offered by its Custom Data features, External Pages are a powerful way to extend Workfront's functionality. In our case, we use External Pages (along with the API) to deliver solutions such as our Executive Status Report, Capacity Charting, and Draggable Calendar, among many others. Since the External Pages are enclosed (via an iFrame) right within a Workfront Dashboard, the contents of the iFrame "feel" like they are part of Workfront. Back in the day, to encourage users to log in and use Workfront, one of our clients included an External Page link to a real time map of the local food trucks. Over time, as you might imagine, the External Page tentacles might sprawl to many destinations...and so (wearing with my SysAdmin hat) are something worth checking in on occasionally and culling. So! This morning I did a little R&D and came up with this gem: https://[yourdomain].my.workfront.com/attask/api-unsupported/ptltab/search?portalTabSection

As below, noting (spoiler alert) that this post does require some textmode dark magic, I'd like to share this Project View I invented today, which -- along with being well suited to Projects with a key target date in the middle of the workplan -- automatically tracks Percent Complete by Phase, which is a Sasquatch I've been searching for quite some time now. The screenshot below shows what it looks like, and after that (as examples), I've included the text mode for a key date column and its related Milestone Task's Percent Complete. Using these same components, I also have devised a way to monitor the variance of the Planned Dates on the Milestone Tasks against their Project Level targets in a graphical fashion. If anyone's interested in learning more about that concept (which is also pretty advanced), please drop me a note here, or at doug.denhoed@atappstore.com. Regards,DougThe Sasquatch:Key Date Column:displayname=P1.0 (T-24m)linkedname=directnamekey=Phase 1.0 Initiation T-24 Months

I have an oldie-but-a-goodie report that has some special color formatting on it to highlight dates of interest (green good, red bad, yellow coming up, blue can wait, etc.). However, one of my clients pointed out to me that when the information is exported to pdf, the colors are "off", as below. I'm tempted to rebuild it and see if that "clears it", but with hundreds of such reports, would rather find a less intensive workaround. Anyone else had this problem and/or know of a solution? Regards,Doug

I could use a second set of eyes, please (particularly yours, @Anthony Imgrund ) One of the little tricks I found a while back is that the constants that can be combined with $$TODAY on a Filter are additive; for example, you can Filter between $$TODAYbm and $$TODAYbm+3w to get the "the first three weeks of the current month" (not that I've found a need for that frivolous example...yet). However, I'm stumped on a requirement to filter from $$TODAY to the next 3, 4, or 5 BUSINESS days (skipping Saturdays and Sundays). The best I've come up with so far for the +3, +4, and +5 business days are as follows: {!$$TODAY+1w-2d} {!$$TODAY+1w-1d} {!$$TODAY+1w} However, in testing -- and as shown on the attached diagram -- the +3 and +4 day cases are each flawed in certain cases, either retrieving an extra day (which isn't too bad) or missing a day (which is unacceptable). As it is an intriguing challenge, I thought I would pose it to the community. I've

During a recent Executive Coaching session, I ran into a tricky but common challenge. The Templates I am helping them design are to prepare for multi-million dollar maintenance upgrades that are scheduled two years in advance. The "Main Event" is about three quarters of the way through the timeline, and cannot move. Given that the Project might be created on any given day (sometimes even after it should already have started)…how the heck do you choose the right Project Start Date so that the Template hits the Main Event? The Old Way(s) Best guess, then "nudge" at few times with better guessesCount backwards on your fingers (short Projects), or use a calculator (long Projects)Use two Templates: Plan From Completion on the First up to start of Main Event, then Plan From Start after Main EventAny Others you can add to the Tip Jar...?The New Way I created an animated gif to illustrate the solution I worked out during that Executive Coaching session. Since's been looping as you read this

Back in January 2018, needing a simple way to keep up with what's going on in the growing number of Workfront environments that I manage, I invented a new Workfront Dashboard called The Scoop. The Scoop includes charts by Project and User of user-entered Notes within the past 1, 2, 4, 8, 24, and 48 hours; the past 7 weeks; and a filterable version of the entire history. Flip any chart to its details tab to see a concise summary of the notes, with heat themed color-codes: from Hot Pink if entered within the last hour to Icy White if more than a week old. Well, after field testing and refining it for the last two months, I am VERY pleased with the results. I have NEVER felt as connected and up to date with what's happening in Workfront as I have using The Scoop! So! In the interest of gaining some valuable feedback (and good Karma), I have decided to make The Scoop available to everyone in this Community who would like to use it via a Workfront Package on our website here. At you

Hi Folks, Another excellent topic popped up among my Workfront colleagues this week: when it comes to building Reporting, is it wiser to let Anybody create them as they need them, or to formalize that responsibility and centralize it with the SysAdmins Only ? So top up your beverage, and settle in for another (mostly anonymous) episode, as below. Regards, Doug ------------- Hi everyone - I'd love to hear your thoughts about Reports Management in WF. So, I just got done speaking with a customer who is trying to determine the best way to manage report creation in Workfront over the long term. When considering whether or not to allow each PM to create their own reports vs. assigning one person on the team to create them, vs. only sys admins. The list of pros and cons seems endless. I suggested that they "start small and scale gradually" and we discussed what that meant (e.g. one-to-three report creators per "group" or "process", governance, etc). Ended up being a very thought provoking

Hi Folks, A few of my Workfront colleagues and I have been kicking around this interesting philosophical topic over the last couple of days, so I decided to share it in community and ask for some Wisdom Of The Crowd. I've changed the names to protect the (don't you believe it) innocent. Regards, Doug --- On Fri, Mar 16, 2018 "Craig" wrote: Ok, this is perhaps a philosophical/moot question, but why the heck can't we have a % complete field on Issues? What would that break or complicate? Yes, I know that I can add one with custom data. I'm just wondering if someone in product development could explain to me why it's not built in. - Craig --- On Fri, Mar 16, 2018, "Tim" wrote: Agree with Craig - even planned work is completed in chunks. Another idea in lieu of a custom form would be to create few custom statuses, such as "In Progress - 25%", "In Progress - 50%", "In Progress - 75%". Best, Tim --- On Friday, Mar 16, 2018, "Derek" wrote: From a philosophical perspective, if we're at a point

Even though the Update Feed information is not among Workfront's built in reporting objects, here is a powerful technique you can use on Project, Task or Issue Reports (etc.) to pull back information that matches a particular type of data action by tapping into the Update Feed in the report's filter (see attached infographic). Thanks to @Sunil Devadiga for posing the challenge, and to @Matt Mitchell for an oldie-but-a-goodie tip in my secret archives. Regards, Doug Doug Den Hoed - AtAppStore

Micheal L gave me an interesting challenge today: he wanted to use Workfront as a public document repository for hundreds of documents to which other folks outside of Workfront needed access. He'd found the Sharing > Make Public option under each document, but since there is no bulk update, dreaded the idea of having to manually create each link, copy and paste the resulting URL, then distributing it. So, after some noodling together and some experimenting, we created a technique that I think is quite elegant, so I'd thought I'd share it. The first trick is to use our "http://store.atappstore.com/product/excel-updater/">Excel Updater solution to set the isPublic flag on the documents of interest, on mass. Here's a tiny example of what the input spreadsheet looks like -- just two columns on the appropriately named tab in Excel: Next, run the Excel Updater to update Workfront (noting of course that normally, there would be LOTS of document rows). Here's the result in the AtAppStore: Once