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SarahNau
SarahNau
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Re: Report Sending - Workfront 04-09-2020
So we do a kind of combination of yours and Kevin's approach. The report that is actually emailed is for the whole department (I love me a good shame email ), but in that report we have a custom message that says something like "If you'd like to see just your projects that are out of compliance, please visit..." and then re have a link to another report that uses the wildcard $$USER.ID. So if they are a manager (or nosy), they can open the PDF and see everyone in trouble, or they can click the l...

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Kickstart - ability to add comment and tag? - Workfront 01-09-2020
Hi All,I have created a kickstart that creates projects and tasks. There are ten tasks in the project that are all assigned to the same end user. I would love to be able to comment to the user on the project letting them know it was created but through a kickstart. I know that there might be notification settings that I can use, but:I kickstart the project in planning so they don't get 10 notificationsWe have the setting for project status change to project owner turned off (this was a company w...

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Re: Subgroups - are you using them? - Workfront 28-08-2020
Hi @Sarah Nau (Dominium)‚ ,I am the operations manager for our Customer Success and Professional Services departments. We use Groups and Sub Groups for our professional services department. Within our PSO org, we have many teams that make up that department. I added a screenshot to show our group and sub groups.I create 1 main group for our PSO org and then sub groups for the different teams within that org. This has been the most helpful for permissions and sharing. There are often times that I...

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Re: Text Mode Question - Workfront 31-08-2020
No, you can not reference a collection in a calculated field. So logically speaking, I think you want to go from a task to the project level and then grab the custom form data value from a specific data field and compare that to the value field in the original task. I do think that it's technically possible. I've done similar from going from an issue to tasks on a project. What you definitely need though is some distinct flag, that when the valueexpression is looking at the task collection, it w...

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Re: Chart Grouping Naming - Workfront 12-08-2020
yeah, you bet. No definitive timeline, but it is actively being worked on. If you are interested in learning more I would suggest reaching out to matthomas@workfront.com.

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Re: Utilization Report on Dashboard - Workfront 11-08-2020
Hi Sarah,I invite you to consider our Capacity Charts solution, which can be placed within dashboards (and configured to suit), and includes a data grid component, for those who also Need The Numbers.Regards,Doug

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Re: Changes to team icons? - Workfront 11-05-2020
Hi Sarah,This won't help about the team icons, but I wanted to clarify about the pasting images in this community that yes, in this new community you have to upload the image, you can't just paste them. You can upload them wherever you are in your comment though, so you can add images throughout your post.

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Re: Linking to Specific Tabs - NWE - Workfront 05-06-2020
Just heard back from support that they do not intend to fix this. Activetabs going to the subtab level (e.g. Active Requests/Complete requests/All Requests or Projects I own/Projects I'm on) will only direct as far as the tab (Requests in a project, or main Projects area)

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Re: Add to all Layout Templates/Set by default - Workfront 13-05-2020
Sarah, Currently there is not a way to bulk edit the layout templates to add a custom tab to all. This is something that will need to be done manually.

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Re: WF issues?? - Workfront 17-03-2020
Hi @Kyna Baker I believe this kind of issue should not appear for several hundred of users. May be some specific development needed to do else many tickets raised because of this issue. We faced many, and one more issue registered even today. These tiny things should not disturb the users. In our department, many users do not interested to clear cache or dont bother about. But I believe the system must be developed in such a way that it should par away these tiny problems in day today work. Just...

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