Workfront (like many systems) requires a start and/or end date on a project, even when the project is simply a project proposal yet to be scheduled. How are you handling this? I know we can filter these out of reports by status, but still feels a bit off. One of our groups has taken to setting the s...

Yep. That's the way it works. A custom field is a one-for-all thing. The custom form is a container for a collection of custom fields. If you alter a custom field, you are warned that altering affects other forms. So, for example, LOCATION is LOCATION. Adding a new city or building to the LOCATION o...

We've identified a MAJOR problem as a result of recent changes that may affect others. Workfront messages regarding NEW WORK ASSIGNED (and some others as well) are not getting through our firewall as the messages are below the threshold of being assessed as legitimate (15k is our lower limit). The...

We have used SSO for a few years now, without the auto-provision option. We have internal and external users. You can designate at the user level the Federation ID for those authenticated via SAML or not for externals. The big challenge is that for internal users is that some have bookmarked the wro...

Not sure if you are looking for a specific user, or just in general tasks / issues assigned to users no longer active. If the latter, create a task (or issue) report, with a filter of Assignment Users>Is Active = False. You may be surprised what you find opening it up that way.

You've got it. A note report, however, you can filter on the type. We've found over time that the condition note sounds great in theory, but can often lead to challenges if the PM (project owner) makes some sort of comment on the project that isn't really about the condition. We've taken to using ...

Tasks show up on the time sheet as greyed out when the project is closed / completed. They are added to the time sheet automatically if the task start and/or end dates are within x weeks (usually 2) of the time sheet. They can also be forced to the time sheet (and must be manually "unpinned") if som...

Workfront allows up to 10 resource managers. The number you add to your projects would really depend on your staffing methods and the roles needed for your projects. Here, we have about 1000 IT users in many departments. As we set up projects, we'll be assigning roles and let the resource managers...

You should be able to update the template priority to None. Trick here is that you can only do that in the EDIT TEMPLATE screen, not in the Edit Template Details.

They can also see that area. Though if they are WORK users, it'll be in the TEAMS area (Why oh Why did the guys in Utah decide to name them differently based on license).