Hi Matt!
The best way I've found to report on fields within a filter, view or grouping is to make a reporting elements report. Here is my post where I go over the steps in detail: Reporting on Reporting Elements
From there you can use the quick filter to type the name of the field. It's not the clea...
What do you imagine the annual view to look like? I like the idea but when thinking about my instance I'm afraid that it would be too overwhelming to give us any helpful information.
Is this your ideal use case? In my instance we change the sharing so that the requestor cannot edit the form or change the status once we've started working on the issue. I then have a report that flags any issue where the last update was made by anyone not on the working team so they can see if the...
You can assign a task to a team. This can be done within the project, or on templates if that makes sense for your use case. However, the project owner can only be a single individual. I would recommend the team lead or project manager.
I love this idea, Skye!
If you have a template with no tasks, we could make an EXISTS reports to list them specifically and then determine if they serve a purpose (is there a unique form, does it contain a request queue, etc)
Hi all,
I have a new hire in my org that worked somewhere else that used Workfront and they are saying at that organization they could open documents such as PowerPoint and Word files with a single click in the browser without downloading. Does anyone know of a feature within Workfront that allows t...