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TCarey
TCarey
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  •  in Workfront Ideas 8/25/20
    Hi - we are missing our old Document Summary view! Here are a few of the issues we've experienced with the updated view:1 - The design team references the document summary often and don't like the extra step in opening the document summary. is there a way to allow us to choose for the summary to al...

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  • Hi Carrie -- do you all utilize Programs for your campaigns? That's generally a good way to manage multiple projects under a campaign. 'Portfolio > PROGRAM > Project > Tasks https://one.workfront.com/s/article/Create-and-manage-programs-988863276

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  • I'm having the same issue around the calendar. I wanted to create an events calendar and an email launch calendar. I have tasks associated with the live date for each of them. However, if the email is scheduled early, we'd like to close it out, but then the calendar view messes up and it shows the e...

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  • Thanks Kristine! Tara Carey Neustar, Inc.

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  • Has anyone created a proof approval report that shows the date the proof decision was made? I need to provide a report on how much time we're spending on proofs. Bonus = how many comments on each proof #Reporting #Proofing Tara Carey Neustar, Inc.

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  • 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!) ...

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  • 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...

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  • Following as I would like to know this too! Tara Carey Neustar, Inc.

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  • 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...

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  • 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. "Onc...

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