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TCarey
TCarey
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Re: Moving documents from an issue to a project - Workfront 21-08-2019
Sheena - we had this problem as well, and we have enough turnover in my marketing department, that I felt it would be best to auto-delete the original issue to avoid these confusions. That has worked well, however, you can't make any mistakes on your conversion (make sure you bring over that form!) and you cannot run reports on the original request form. I like to capture how many requests we receive, so not being able to run that report has been a headache, but I would rather that than to keep ...

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Re: Deleting the original Issue/Request - Workfront 11-09-2018
Hey Doug! Since I'm the only one converting the issues to projects/tasks, I didn't mind filling in the blanks. And now that I'm nearing the end of my quarter, I tried to do a report based on this custom information and am totally exasperated to see this is not as easy as I originally thought. I sent a note to the help desk to see if they could help me, but since you were helpful in this discussion, I thought I'd continue the thread. Attached is a ppt that I put together to explain what I'm tryin...

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Re: Allowing non Project Owners to change/approve their own Commit Dates - Workfront 14-08-2018
Following as I would like to know this too! Tara Carey Neustar, Inc.

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Re: A wall of text - Workfront 24-07-2018
My team is not a fan of the new layout either. It's harder to delineate between conversations without that divider line. We appreciate they are trying to go for a clean design. But I find it interesting that they added lines to the project view (which I'm not a fan of) but then took them away in the update view. Tara Carey Neustar, Inc.

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Re: Deleting the original Issue/Request - Workfront 10-07-2018
Hi Doug -- thanks for your reply! I tried your suggestion, and wasn't able to get the results I was looking for, so I reached out to WF Help to see if they had ideas. After a few convos back and forth - it seems that there are no reporting options if you uncheck the 'keep original issue' box. "Once this option is unchecked and the resolving issue is not kept, the ability to report based on this natively is also gone. One option for a workaround would be to add a custom field to the projects conv...

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Re: Deleting the original Issue/Request - Workfront 26-06-2018
Hi! I thought I'd tag onto this convo to see if any of you have run into this issue since turning off the "keep original issue and tie to task" option. I just turned that off a few months ago and I love that no one is providing update on the original issue anymore. so much less confusion! but, I'm now trying to create my quarterly report and realized that my data is not being captured the same anymore -- particularly the report for 'workfront requests' where I let everyone know how many reqs we ...

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ADOBE EXTENSION - ILLUSTRATOR - EXPORTING AS PDF - Workfront 31-05-2018
Hey everybody - wondering if I can get your help? We're testing out the Adobe Extension for our Inhouse group and realized that PDF is not included as one of the export options. We use Illustrator for a lot of our artwork - print ads and event deliverables especially so this is definitely an important feature for the tool to be consistently used across the team. Does anyone know why this is not currently an option? "https://support.workfront.com/hc/en-us/community/posts/360007997913-Adobe-Extens...

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Adobe Extension - Illustrator - exporting as PDF - Workfront 24-05-2018
We're testing out the Adobe Extension for our Inhouse group and realized that PDF is not included as one of the export options. We use Illustrator for a lot of our artwork - print ads and event deliverables especially so this is definitely an important feature need for us. Please add as an upcoming feature release!! Current list of supported exported file formats here: https://support.workfront.com/hc/en-us/articles/218196847-Using-the-Workfront-Extension-for-Adobe-Creative-Cloud#supported-expor...

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Re: Any Project Coordinators / Creative Traffic Folks Want to Meet Up? - Workfront Archived Groups 09-04-2018
YES! I would love to connect with fellow PM/traffic folks. This is my first time at a LEAP conference but we've been using WF since Nov 2015. We have a small in house team of 6 designers + a few outside freelancers and receive over 100 requests a month for emails, collateral, event deliverables, and online brand campaigns (which can be beastly!). Maybe we could all meet up during lunch or at one of the networking breaks? Suggestions: Tuesday - 12:10 Lunch 2:30 Networking session Wed - 9:55 Netwo...

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Allow All users to search all components of custom forms - Workfront 05-01-2018
Currently only administrators bring up results from custom form information. My group often submits important searchable information in the custom form. For example, our demandgen group requests emails to be created and sent via a workfront request. In the custom form, they must submit a Salesforce Campaign ID. That ID is associated with the Marketo form. So, something comes up where there is a question about that Salesforce ID, it would be ideal for anybody to search within workfront to find th...

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