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MartyGa
MartyGa
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  • Hit a big glitch today. I created a notification a week or so ago regarding tomorrows release. Saved it as a draft with nobody on the to line to prevent it from accidently being sent. Picked it up today and rewrote some of the text. Then added EVERYONE on the to line and hit send. The system sent th...

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  • Agree with all the comments. Workfront makes it VERY difficult to replan a project. Once a user "commits" to having work done on a date, that's it. Put the project on hold, and the task stays in the persons Working On queue. Restart and replan the project, no problem --- the planned dates change but...

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  • Another option, though not ideal, may be to have the low level checklist items attached to the task as ISSUES with an issue type of REQUEST. This still clogs up the time sheet and the MyWork area, but does keep the project task plan to a manageable state of containing only the higher level deliverab...

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  • code for "Today's Date" is $$TODAY Other parameters you may find useful are $$USER.name (substitutes the user id of the person who running the report) (can also substitute other USER attributes, such as role, id, etc. For a filter on "day before", you can use between $$TODAY - 1d and $$TODAY

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  • According to the Q2 "https://support.workfront.com/hc/en-us/articles/219428017-Q2-2016-Product-Roadmap-Webinar" Road Map webinar (around 33:20) they are currently investigating this, and development is planned to begin soon.

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  • We have some groups (1800+ users over many departments) who have set up naming conventions, mainly based off their old systems. Rather than naming something by customer, we have a dropdown for it. Some projects get rolled into programs, which would be likely another part of a naming convention other...

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  • We keep the original. It provides a clean connection to the end user who originally created the request. Additionally, we report off of the request type for certain queues which would get lost without keeping the original.

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  • This has potential benefits and drawbacks. While this is something we REALLY wanted when initially implemented in order to maintain project status updates, we decided on a custom field for that. This way the PM UPDATE is editable and trackable. The problem with editing updates is that if someone e...

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  • Shout out to our crack support team at Workfront. They found a solution. "Go to the request queue project > Issues tab > Customize a view to include the Queue Topic Name > You can now In-Line Edit the Queue Topic." Sounds simple, but I didnt go there as I was just trying Edit Issue or Edit from ...

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  • We are using request queues for more and more and find them great to get requests to the right people and into the correct "project" or holding queue. The one challenge we've had is when a user selects an incorrect queue topic. It is easy enough to move the issue and assign it to the correct perso...

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