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Ross_Barton
Ross_Barton
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Re: Preserve Access Level when a User is Deactivated - Workfront 16-08-2022
@-WE Thanks for the instructions! Any other tips/ideas for other fields on a user custom form that should be used in most implementations?

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32

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0

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0
Re: Mandated alignment between category and sub-category fields - Workfront 12-08-2022
Would love taxonomy functionality in custom fields. We currently leverage company, portfolio, and program as a client taxonomy (client, brand, campaign) which still has issues of its own as a faux taxonomy, plus it limits our ability to use these as true project management functions. So many possible use cases for this!

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48

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0

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0
Re: Allow Multiple Project Owners - Workfront 12-08-2022
Similar use case and need. Our PMs are assigned as Project Owner. We created a custom field named PM2 to assign a secondary PM or one that is providing OOO/PTO coverage. We added this as additional criteria in our project and task dashboards (redefining "projects I own"). It has helped us workaround this issue.

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36

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0

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0
Embedded links in Updates - Workfront 01-07-2022
You know how in Slack when you highlight text in a message to add a hyperlink, and in the pop-up that appears, your cursor lands in a blank URL box, ready for you to paste in the URL? So efficient. However, in WF, you get a pop-up with a URL box that for some reason contains the text you've highlighted -- the same text that is also in the text box within the pop-up, for some reason. You then have to click, highlight, and delete before you can paste in your URL. So, three steps instead of 1 befor...

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11

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1

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0
Re: Project Managers in Resource Planner - Workfront 23-05-2022
We create a task called "Project Oversight" for our project managers to record non-task time with the following details: Task duration is equal to the project duration. "Simple" allocation of 10% of total allocated hours on the project which gives us a general picture of capacity. Task predecessor set to FF of the last task (or last group of parent tasks) to ensure if project tasks push out, so does our oversight task.

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22

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2

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0