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KimRi1
KimRi1
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Re: Deactivated Username not showing in exported task list - Workfront 09-04-2022
I am experiencing a similar issue with reports. It doesn't happen with every deactivated user on every task so it's difficult to pinpoint the issue. I'm ending up spending a lot of time trying to determine if someone actually forgot to assign someone because I don't want to harass my team members if the data is actually in Workfront but isn't pulling through on the reports.

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15

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Re: Are external users able to upload new versions of a document? If we are internal users are SSO, would the external user need a USER ID and PW? - Workfront 22-05-2021
Yes, if you give them the appropriate access. You should always have external users logging in with a UserID and password if you want to be able to shut their access off at some point.

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10

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Re: Log time Retroactively - Workfront 22-05-2021
It depends on how you have your global settings. If you have it set up to allow this, you can. It's more about logging time on projects that are complete or dead vs retroactively. It's listed in Setup under Timesheets & Hours then Preferences.

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11

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1
Re: Convert a request to existing project? - Workfront 22-05-2021
We have a field on our request form that asks if there is already an existing project. We convert the issue into a task on the existing project. The user can then attach a template to the task with the few tasks if you want them to. The custom form remains attached to the task if you build a custom form for the task. Usually your custom forms are at the issue level but you can easily just make a copy and call it for the form. We have several projects which have multiple custom forms attached for...

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21

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2

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Need help connecting issues and tasks from a reporting perspective - Workfront 22-05-2021
Hey all! I'm trying to connect data we capture on our issues and data we're capturing on our tasks and I'm not having much luck. Any thoughts? I tried a work item report but that doesn't get me what I need. We convert issues into tasks or projects depending on how big they are. We score the level of effort on the issue and have that field on a custom form and the same field is on the task or the project custom form. When we convert the issue and assign it out, the team member does an intake and ...

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4

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Re: Ability to log hours in-line against a task or Ability to mass-edit Logged Hours - Workfront 31-07-2020
This would be a huge time savings! My team would benefit from this tremendously!

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8

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Re: Kanban/scrum - Workfront 28-02-2020
We have found that if you move a task to a column to the right and then move it back to a column on the left, sometimes it will disappear. Also, if you're using a parent task as a kanban task, the system doesn't seem to like to move those in general. I'm seeing the first few letters of my task names cut off on my boards today. Anyone else having those issues? Kim Ringelstetter CUNA Mutual Group

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55

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Clockify and Time Tracking - Workfront 15-01-2020
Anyone use Clockify or another time tracking tool to track time? Any applications that might integrate with Workfront or does Workfront have any tools besides the timesheets that automatically track time for team members? We're starting to use the timesheets but it's a little cumbersome. We'd love to have less clicks to manage your tasks in the project and log time on the timesheet. My team also handles multiple projects at a time so having a tool that lets them switch from one task to another e...

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26

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Re: Planned Dates Don't Calculate - Workfront 18-10-2019
Your Mail Date is a predecessor to line 34 so it's going to calculate on line 34, not your in Market Date. Also, your In Market Date is set up to Must Finish On so that could be an issue as well. However, I do run into this every once in a while. I go up to the top right of the project, select Project Actions and then Recalculate Timeline. Sometimes it still doesn't work and I find there's some wonky setting in the task somewhere. Wonky being a very technical term. Good luck! Kim Ringelstetter C...

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30

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Re: Replying to Updates - Carrying over Tags - Workfront 16-02-2019
If this was implemented, having the ability to remove people as well would be helpful.

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13

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