Am I dreaming, or did it suddenly start working again? Ryan McGee

First of all: yes, all work should be reflected in Workfront! But I'm sure we all have cases of someone, as part of their task, tracking down an external or internal business partner. The task might get delayed, but it may be because of the person they need to work with that's perhaps a senior level...

Thanks Nuria: We are actually removing the need to have users select a template by using routing rules and "auto-project creation" to remove the need for multiple templates: our goal is to minimize the need to have multiple templates per portfolio in order to reduce noise and maintenance. But custom...

We are having a meeting with the business to discuss options about Portfolio/Program, and wanted to see how other FinServ groups are doing it. Our current suggestion for the business based on Workfront tips is the align by a request type as the portfolio, then the subcategories of that request as a ...

We are rolling out Proof and are looking at how other firms have their process running. I've seen two main flavors in reading other threads: 1) Designer uploads document to project, and creates proof/triaging. Edits comes back to them via the decisions. 2) Designer uploads doc to project, and PM cre...

We are also very desirous to know when it will be in the product: We are working on user adoption, and the scenario we are encountering is around video. There's a "Rough Cut/Editorial Standards/Final Cut" workflow in which Reviewer A is in steps 1 AND 3. They are anxious to use the tool but this ins...

23rd work for me. Skype/Zoom may be the easiest as a first pass rather than try to get everyone in the same room. Best times for us are 12-2 pm EST or 3-5 pm EST. We can collectively come up with an agenda once we have the parties locked in. Ryan McGee

Hi all: @Kristin Farwell now that we are in the new year, can we try to recircle on this and lock down a date by end of month, if possible? Cheers, Ryan Ryan McGee

Has anyone been able to successfully do this? We are trying to keep everything in-house for security reasons, as a financial institution. Currently, we don't use external collaboration but recent internal reviews have asked us from preventing users from every sharing projects with outside vendors. T...

Hi Everyone: Best dates look to be January 14-16 or 21-23. We have plenty of conference rooms and can also provide a Skype link if getting into Back Bay is a pain. Topics I can think of off the top of my head: 1) How does compliance fit into the fiserv area as it relates to WorkFront? 2) What are so...