This screenshot shows how. You can do it directly on the tasks. You can also add to template task so for new projects they are already there. When you create the custom form make sure task is one of the object types selected. Hope this helps!
Project, Task, Expense custom forms are commonly used to captured data points at different levels of granularity. Specifically, having a issue form that also can be used at the project level carries the data over to the project so you don't have to go between the two. The task add a level of granula...
You have to save the screenshot then add. There is currently no paste from clipboard functionality that I am aware of. It would be a really nice enhancement. Definitely would upvote that idea!
Fields:Radio Type = A, B, C, DCalculated field = IF({DE:Radio Type}="A","1",IF({DE:Radio Type}="B","2",IF({DE:Radio Type}="C","3",IF({DE:Radio Type}="D","4"))))
Hello @AlyssaTrainor the simplest way to tag objects in Workfront is to use a custom field on a form. You can name the field the tag "Tag | ABC Projects" the only choice being a "☑". Place this custom form on all objects in question and mark "☑" is project meets criteria. This will allow for you to ...
Thanks Kurt, I was hoping there was another field hidden somewhere Proof creation date would handle most cases. This won’t account for adding/changing approvers after the proof has been created.
Side question: Have you found a field that pulls in when an approver was assigned to approve a proof? I have not been able to track anything down I assume it is something that is not exposed/captured. The date when operate similar to when a user is assigned a task or issue and that is track in updat...