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RhondaTriggs
RhondaTriggs
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Re: Text Mode Book - Workfront 24-08-2021
Hi, there! I have made a project with tasks for the different text modes I have saved over time and included the text mode in the description. I display those on a report to show the task name and description (text mode) including any last update to the task so I can recall whether I have edited the text or not or any relevant tips for myself that I have made note of in the task. I use parent tasks for grouping the text mode by topic, which is also used as the grouping the report, although the p...

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16

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0

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0
Re: Rearrange the sections of the Document Summary sidebar - Workfront 16-08-2021
Similarly to how we can customize how Overview and Custom Form data appears when editing Layout Templates, it would be good to be able to hide/show the info that appears in the Document Summary panel to reduce the amount of info they have to scroll through to find what they need.Also, it would be nice to be able to move the Approvals section above the Updates section, since there can be a lot of updates to scroll through. Our users are complaining about the extra click in order to be able to get...

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9

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0

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0
Re: Reporting by Project Folder or Subfolder - Workfront 28-06-2021
You can kind of do this in the global doc area using smart folders for filtering and the list view to display the columns you would like to see and groupings. The thing that is missing is the reporting features such as the ability to send the report or export or add to dashboard. Works in a pinch for personal reporting though...

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8

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0

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0
Re: Document Summary Sidebar - Workfront 08-04-2021
We miss being able to see the custom form from the sidebar also! This is a major inconvenience in NWE - as we upgraded our team to NWE, everyone mentioned they want the ability to see the custom form in the side panel.

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21

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0

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0
Re: Does anyone have suggestions for how to handle when a user moves to another team and work metrics are reported by "Home Team" in Workfront? - Workfront 29-03-2021
I'm so glad Doug's here and shares his insight, I hadn't thought of that. I hope this works for you as you go through your clean up process!

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12

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1

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Retain issue priority when converting to a project - Workfront 24-02-2021
When converting an issue to a project, it would be helpful to retain the priority level of the issue after conversion rather than having to manually set it each time

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4

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2

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0
Custom Form Entry Date - Workfront 05-02-2021
I am able to report on WHO entered a custom form but not WHEN that person entered it. It would be most helpful to see a record of date/time that a custom form is created to help identify which is newer in the system as opposed to which one had a last update. That does not always guarantee it is the correct and newest form version. It is cumbersome to go through a form with hundreds of fields to find the minute changes just to figure out which is the original version. Of course this could have be...

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5

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6

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Re: Save text mode columns and groupings for future use - Workfront 29-01-2021
I know this is an old post, but I wanted to throw something out there. I created a project for text mode reporting examples. I name the task according to what the text mode is for and group the tasks under parents named according to the topic (ie Projects, tasks, requests, users, etc)I then paste my text mode in the update feed and add the names / links to reports where I have used in the description. I display all of this on a report to easily see text mode topics (parents) with specific subjec...

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6

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0

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Track changes to user profiles - Workfront 28-01-2021
It would be nice to have an easier way to report on or at least see an audit trail of all changes to a user's profile set up such as layout template, proof access, auto generate proofs, and other settings not controlled by the average user.

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5

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4

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Outlook add-in for use with shared 365 Mailboxes - Workfront 06-01-2021
It would make sense and be very helpful if a team that shares a mailbox to monitor emails for their team, could submit those request to Workfront from that shared inbox. Currently, our teams are forwarding the emails to their primary inbox to use the add-in OR manually entering a request into Workfront based on the email received in the shared inbox.

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7

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9

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0