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KristinaWa1
KristinaWa1
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Re: Poor User Behavior - Workfront 26-09-2019
Hi Lila, I agree that you need alignment from top down to really crack down on this. We have departments that are good at this and some that aren't. It also helps to figure out the why. Why is it so hard for them to remember to do this? One of our repeat offender groups only has about 15% of their actual work housed in WF, so they are more reactive versus proactive about their tasks. We have created custom reports and dashboards to help them see what they need to ensure they complete tasks on ti...

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List of what is all available for customizing Home Layouts - Workfront 15-08-2019
Good afternoon, We are working on setting up the layouts for Home for our various job roles. Is there a guide there what list what all the options are and what they mean? It can be a bit overwhelming looking in the limited scroll view, even with the filter. I also would like to use it with our department leads to help show them some options of what can be added so we have a starting point for the discussion. Thank you, Kristina Kristina Walton Healthgrades

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Help with creating a filter to only show one prior parent task versus all - Workfront 17-07-2019
Good morning, I was wondering if anyone knew of any filters I could apply to a schedule to help our employees only see what they need to do. For our production jobs we have multiple drops/blasts within a project. We have a parent task, Drop 1, Drop 2 etc. and then children tasks underneath that has the actual steps. We have custom forms where information is entered at the parent task level, Drop 1 etc. What we have been asked to do is hide all the completed tasks except the prior parent task. Th...

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Re: Sharing Proofs with Client - Workfront 16-07-2019
We use Proof with all of our clients and found that they have picked up on it really quickly. Even if they are just using basic features for giving their feedback. We always compare it to mark ups in Adobe. If you are not wanting them to use the Proof function you could have them download the document after sending through proof instead of printing it. Like you said, the print function in proof is not very friendly. You just have to have your proof set up under proof details to allow people to d...

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Text Mode Help - Trying to use two filters for a conditional rule on a column in a project. - Workfront 28-06-2019
Good afternoon, I was hoping someone might be able to help me with text mode work so that I can use two filters to add a conditional rule to a column if it is possible . I want to make the cell red for anything in the project that is a parent task and has nothing entered into it within a column. I am using the number of children greater than 1 to get the parent task and then the cell being null for other part. I am get both to work independently, but am wondering if I use text mode, can I have b...

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Re: Report to show when a Template is updated - Workfront 26-06-2019
Thank you! I was able to do this and also find a template report that I could pull this into! Kristina Walton Healthgrades

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Re: Proof HQ - no comment box - Workfront 26-06-2019
Check what your decision setting is set to, it looks like you are just set to Approver versus Review and Approver. You need to have reviewer in there to be able to add comments. Kristina Walton Healthgrades

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Report to show when a Template is updated - Workfront 26-06-2019
Good morning, Does anyone have or know how I could set up a report that will let me know when a project template has been updated? We have quite a few people with admin/manage access on our templates (I know, we are working on cutting that down but it will be a while before we get rid of some of the admin licenses) and I when I either enter or am making an update to a template I notice something has changed. I am the template owner and all changes should be coming through me, but I think others ...

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Re: ProofHQ templates -- routing to a team vs an individual + account filters - Workfront 03-04-2019
Hi Lou, I would test out if you assign the proof to a shared email and someone clicks the link in the shared email, does it then take you to ProofHQ with their credentials or does it take it to the proof as a guest? I think that "You have a proof" link is unique to who it was sent to, but I could be mistaken I can think of two ways that might work for this: 1) If you assign the proofs to the shared proof reader email so that the email notifications are all sent to one place, you will then want t...

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Auto Compare ability to stack vertically - Workfront 12-11-2018
When using the auto compare feature within Workfront Proof it would be very useful to be able to stack the two proofs vertically in addition to side by side, for pieces that are wide such as self mailers or bill boards. This would allow for the pieces to stay at a read able size while still seeing the whole piece.

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