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getting email notifications for items on the Updates tab?
- Workfront 19-02-2020
Here's the scenario: we have a custom form that the business uses to suggest an expiration date for a piece. This form syncs up with our compliance system. Inside that system, a compliance office can change the date. That change is reflected on the project "Updates" tab (yay!) but I can't figure out a way to let the business get an overt alert letting them know the date changed (less-than-yay!). Asking them to review the Updates tab is an option, but i want to ensure I've exhausted all notificat...

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7

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Re: Search functionality
- Workfront 18-02-2020
Am I dreaming, or did it suddenly start working again? Ryan McGee

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42

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Accounting for Work done outside of Workfront for SLA purposes
- Workfront 04-02-2020
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 executive or someone else that isn't in the tool. So a 4-day task might take 4 weeks, and there's one person's name on the report that shows this. How do other firms handle this? Are you manually add...

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5

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Re: Portfolio/Program Tips?
- Workfront 29-01-2020
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 forms are certainly something we'll look at! Ryan McGee

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32

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Portfolio/Program Tips?
- Workfront 28-01-2020
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 program. Ex: Print is a Portfolio, and Brochure/Flyer/Table Card is a program. That way, we can roll up everything under "Print" to get a sense of how many Print requests we get, but also be able to k...

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Designers vs PMs: Who creates proofs in your org?
- Workfront 17-01-2020
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 creates proof/triaging. Edits filter through PM to designer as a task or external process. My instinct is that #1 is the smoothest path, but am willing to hear other thoughts from existing users! Ryan Mc...

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Re: Adding same user to new stage when reviewing proofs
- Workfront 15-01-2020
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 instantly tripped them up and dampened enthusiasm. If a quarter in which this will be released is known, we'd love to hear it so I can convey it to the business partners! Ryan McGee

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10

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Re: Financial Insititution Knowledge Sharing
- Workfront 06-01-2020
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

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Re: Financial Insititution Knowledge Sharing
- Workfront 06-01-2020
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

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Turning Off External Collaboration
- Workfront 04-12-2019
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. Thanks, Ryan Ryan McGee

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