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LindaKaplan
LindaKaplan
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Re: Hi Everyone. Hope you're all well and safe! I'm looking for a way to communicate specific details contained in a project with an external partner. - Workfront 20-11-2020
Hi Susan,Thanks for your suggestion. That's along the lines of what I was thinking. Hopefully I can set his view to open to the custom form with his info so he doesn't have to look for it. I want to make it as simple as possible for him. Have a great Thanksgiving!

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Hi Everyone. Hope you're all well and safe! I'm looking for a way to communicate specific details contained in a project with an external partner. - Workfront 19-11-2020
Scenario:A request comes in for a print job and it's converted to a project.i send a separate email to my printer (external vendor) with specific info that's contained in the project. He then sends me back due dates, pricing, etc.I would love to be able to send him the info he needs via the project BUT, with a custom form that contains only the info he needs and not the custom form that we use internally to gather details from the requestor. Make sense?Any ideas?Thanks all!Linda

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Re: Has anyone had the situation where project requests are planned well in advance, but later requestors need to submit more details but are unable to go back and change project elements? Examples would include updating description, etc. - Workfront 26-10-2020
Hi Rachel,In our situation we use the Updates tab within a project. The requestor adds the details of their changes and tags the project managers and creative team. Depending upon what the change is, the PM decides if they want to "edit" the project and update/change the data in the appropriate fields.

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Re: Comment below to win! Introduce yourself and what you use Workfront to do. - Workfront 08-09-2020
Hi Everyone! My name is Linda Kaplan and I'm the System Admin for our team, along with my 2 project managers. We're a health & wellness retailer and I brought in WF in early 2018, about 6 months after I joined the company. As luck would have it, we were pursing WF at my last company before the business closed so I was very familiar with it when I started my new job. I was really excited when I found out that they had already started talking about transitioning to WF.We have about 150 users and u...

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Re: Parent/Child Projects - Workfront 23-07-2020
I think my request is related to this thread. I see Christa's response below but I'm not sure I follow or if it resolves what I'm trying to solve for.I thought I had it figured out and then discovered that the functionality I need doesn't exist.I want to be able to add a task template to a Portfolio the same way I can add a task template to a project. I need to track milestones/tasks/deliverables at the Portfolio (campaign) level. We start with the Portfolio (high level campaign) and design the ...

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Re: I need to add a task template to a Portfolio. I've searched all over but can't seem to find any information. - Workfront 22-07-2020
@Erica Foisy‚ Hi again. I'm all set. My team helped me figure it out. I was doing it backwards. All I had to do was attach the custom form to the task template instead of the other way around .

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Re: I need to add a task template to a Portfolio. I've searched all over but can't seem to find any information. - Workfront 22-07-2020
Hey @Erica Foisy. I created a high level campaign using the Portfolio object. I added a custom form to bring in the details of the campaign. Now I want to add a task timeline to track workload/deliverables for the overall high level campaign. (Then when the creative concepts are approved and presented to the greater team, the channel owners submit their requests for individual projects and my team links the project to the campaign (portfolio).Happy to chat via phone if this doesn't make sense.

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Re: Type-In Field for # of Assets - Workfront 16-07-2020
Hmmm... Our designers can't edit our Custom Forms once the request is converted to a Project (due to licenses). I could have them add it to the Updates and the PM could add it to the Custom Form. Most important is that it populates on a report so the extra step is worth it. Hope my PMs agree .

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Type-In Field for # of Assets - Workfront 16-07-2020
@KIMBERLY REA‚ Where did you add the type-in field to capture the # of assets per project and have them populate on a report? Thanks!

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