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SarahNau
SarahNau
Online

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22

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9

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146

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Re: The new Workfront experience beta preview - Workfront Archived Groups 23-07-2019
Hello, When our users login, I want them to see the dashboard tabs that they currently have. I highly doubt that a majority of our end-users know that they are being directed to a 'dashboard' when they login, so making them know the name of the specific dashboards they need (we have 375), knowing that it is a dashboard, and having to search for it seems counter-productive. While the home screen works for some users who are simply completing a few tasks, others have hundreds of tasks so we have c...

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Re: The new Workfront experience beta preview - Workfront Archived Groups 23-07-2019
Matt - thank you for this post - I completely agree! Sarah Nau Dominium Inc.

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Re: Task Template auto calculate backwards from certain task - Workfront 23-07-2019
Hey Andy, We use a schedule from start date and a negative day predecessor from our 'driver task' which has a must start on date. As long as your project planned start date is at least 135 (for us) days prior to the driver task due date, this works great! Sarah Nau Dominium Inc.

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Re: Minneapolis Upvote Thread - Workfront 14-06-2019
Hi All, I would really love to be able to create a template with issues. Help me get some votes by upvoting here! https://experience.workfront.com/s/idea/0870z000000PSJGAA4/detail Sarah Nau Dominium

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Report On Late Tasks - Workfront 11-06-2019
Hello, I have been asked to make a report of all tasks in a certain project type (designated by the custom form on the project), but they only want to see the tasks for users who have completed at least one task late. I'm thinking that I need to use an exists filter(??) but I'm not sure. I tried this but it is not working: EXISTS:1:$$OBJCODE=USER EXISTS:1:ID=FIELD:ID EXISTS:1:progressStatus=LT categoryID=5787c2f8008d5441d85ed349e8392670 categoryID_Mod=in plannedCompletionDate=$$TODAY-1m plannedC...

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Kickstart Cross Project Predecessor? - Workfront 28-01-2019
Hey Workfront Friends - Has anyone ever tried to kickstart tasks with cross project predecessors? If so, what kickstart fields did you use? I tried the setPredecessorID and setPredecessorString and both had errors. Is this even possible? Thanks! Sarah Nau Dominium Inc.

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Re: Reporting Quarterly Projects - Workfront 14-08-2018
Hi Dana, I noticed that no one had replied to this so I thought I would give it a shot! There is not a straight forward way to get projects that were marked 'Dead' in the quarter, but assuming that no updates are made to the project after it is marked dead, this should work: statusEquatesWith=CUR PLN ONH statusEquatesWith_Mod=in OR:1:entryDate=$$TODAYbq OR:1:entryDate_Mod=between OR:1:entryDate_Range=$$TODAYeq OR:2:actualCompletionDate=$$TODAYbq OR:2:actualCompletionDate_Mod=between OR:2:actualC...

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Re: Planned Date in Report - Workfront 14-08-2018
Good Morning Jill, I would try to do an expense report instead of an expense type report. No need to use text mode! In the filters, find 'Task Name', then choose 'Contains' and type 'Mail Date'. You may need other filters depending on what you are looking for, such as 'Task Status' equal 'New'/'In Progress' to get only tasks that are incomplete. I always add 'Project Status Equates With', 'Equal', 'Current' to only get tasks in active projects. Then in your view, add the 'Task Planned Completion...

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Re: Sorting by a grouped item - Workfront 31-07-2018
Hey John, Any time I need to sort by a field that I don't want shown on my report, I add the column, click the sort by, then change to text mode. Copy the fields: querysort= sortOrder= sortType= Delete the column that you added that you don't want showing on your report. Go to another column that you are not sorting by and paste these fields in. Make sure that there is not another field by any of these names, delete if there is. Workfront is super picky about adding a sort orders in text mode. I...

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Re: Calculated Groupings - Workfront 31-07-2018
Hi Harry, I tested this on a date field we have. I created a calculated field on the project level that references a custom field on the project level called 'Earliest VE Review Date' and was able to make this work: IF(DATEDIFF($$TODAY,Earliest VE Review Date)>7,"OK", IF(DATEDIFF($$TODAY,Earliest VE Review Date)<0,"In Backlog","At Risk")) Then I grouped my report by the new calculated custom field. Looks like you just need to take out the '{DE:' part. Good luck! Sarah Nau Dominium

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