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EricaFo
EricaFo
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Re: We are in the process of creating Hour Types for the Executive level. Has anyone created these Hour Types? Any recommendations? Thank you, Elliot - Workfront 01-06-2020
We use the "General Time" section to capture time that is not spent on customer related items. For our leadership team, they have categories in the general time section such as below. If they track time to those categories, they are required to leave brief notes explaining what they were doing. This has helped us identify processes that they were doing manually and helped us show how much time was wasted on a manual process that could have been automated. Bug Tracking/Troubleshooting Communicati...

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Re: Imagine you walk up to someone at a conference, what do you start talking about? Let's do that on this thread! Tell us where you're based, how long you've been using Workfront products, and what you miss most about in-person events! - Workfront Archived Groups 28-05-2020
Where are you based? Auburn, AlabamaHow long you've been using Workfront products? 8 monthsWhat do you miss most about in-person events? I miss being able to have that human and genuine interaction which created great networking. Getting to hear how others in different industries and backgrounds makes for great idea exchange and learnings.

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Re: Task Reports: Can you display the Parent-Child relationship? - Workfront 28-05-2020
We built a calculated field and added the form where that field exists onto tasks which made reporting very clean and nice. In this report, we have tasks grouped by the Parent Task. This also works to give a nice and clean chart for reporting. In a different scenario, I used text mode to combine the parent task name with the child task name so they showed on the same line. Everything inside the red box is the parent task and everything after "Article" is the child task and i separated them by us...

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Re: Ability to report on issues, tasks, and projects together in one report - Workfront 11-03-2020
Is there an ETA on this? We are in desperate need of this. Thanks!!

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Re: Idea Exchange Promotion - Workfront 11-03-2020
Hey Everyone, I would really appreciate any help with bumping these ideas up. Notifications when Task/Issue status changes ( https://experience.workfront.com/s/idea/0870z000000XhxBAAS/detail ) - This is super helpful for when the task is being managed by a Project Manager and other people are completing the task. Our teams have anywhere from 5 - 25 projects happening at the same time and right now, they have to manually go in and check the status (when they remember) or ask the person completing...

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Re: Multiple Teams on Single Task - Workfront 10-03-2020
It is disappointing that this is not being considered. We have multiple teams that work together and this has hindered project collaboration as now users need to be added individually vs assigning multiple team (not ideal as some of the teams are large). without the ability to add multiple teams, we have to ask project owners to add users manually onto the task which causes room for users to be missed and errors.

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Notifications when Task/Issue status changes - Workfront 03-03-2020
It would be great if Workfront could send an email notification to Project Owner/ Team members of teams assigned to tasks whenever a task or issue status changes. For example: when a task changes from "New" to "In Progress" or to "Complete", it would be amazing if the Project Owner and Team members could receive a notification to let them know. Right now, project owners who are assigning a large volume of tasks, have to go into reports/dashboards to check the status and they would prefer to rece...

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Customer Success Departments using WF - Workfront 10-01-2020
Hello, I am wondering if there are any other companies out there using Workfront for their Customer Success/Services Delivery departments. I have met with some folks in a local meetup but they were all using it for their Marketing departments. I learned a great deal from other users and I would love to connect with someone who is using Workfront for their Customer Success or Services Delivery teams to pick their brain and share ideas. Thanks in advance! Erica Erica Foisy Integrate Sr. Customer S...

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Re: Save a Request prior to Submit - Workfront 19-12-2019
Hello,I am in agreeance with the below comments. I am in the process of rolling out Workfront and right now, we are using the requests heavily. As many of the requests have alot of details, and users have aloit of requests to send, they are begging for a save in draft mode so that they can enter as many details as possible and save the draft, submit a different request and then go back to the draft once they have the small missing detail. this would save them a ton of time and they are begging f...

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Re: What a Great Meetup! - Workfront 18-12-2019
Yes! Thank you to @Aya Elsoukkary for allowing us to get together in your beautiful office and thank you to the presenters. I gained a lot of knowledge from the presenters and the conversations in the room and I look forward to the next meetup. Thank you Matt for sharing the deck and coordinating the next steps for further connect on the Capacity and Resource Management topic. Erica Foisy Integrate

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