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LeighHa
LeighHa
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Re: User Group Follow-up (Mar 30, 2021) - Governance in Financial Services - Workfront 30-03-2021
And here is our latest governance charter document.

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Re: User Group Follow-up (Mar 30, 2021) - Governance in Financial Services - Workfront 30-03-2021
Here is a copy of our latest newsletter that I send to licensed users.

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8

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Creating a project specific stakeholder register - Workfront 10-03-2021
If people are assigned multiple roles, based on the project at hand you can designate and split their job roles in their profile, but when you go to report on that or try to create a view with the the job role assigned for that particular project it shows all roles. We'd like to use the People view as a Stakeholder Register. Any suggestions?

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7

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Re: Rich Text Update Formatting in Reports - Workfront 09-03-2021
I just found this from 2018 and cannot believe no one else has voted for it. It's very frustrating to use the rich text, especially bullets, in the updates and not have it appear in reports.

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16

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Re: Prevent users from logging hours on a task once it is set to "Complete". - Workfront 23-02-2021
Agree. This should be default behavior in the program and should kick out an error message of some type if the user tries to add time to a completed task.

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7

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Re: Issues with Support functionality - Workfront 01-02-2021
Thank you for mentioning this! I was getting aggravated with that last week when I was submitting a ticket.

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Re: Support Model/Governance Best Practices - Workfront 19-01-2021
Hi Nuria, We created a governance charter and the committee, comprised of group and system admins, meet quarterly. We have about 10 different departments using Workfront, so as a system admin I am not at liberty to make random systemwide changes. I would be glad to share our governance charter if you are interested. I've also just put together a WF newsletter that I intend to send out monthly to the users, to promote continued adoption. As far as ongoing support goes, we have a user queue that c...

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28

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Re: Documentation in Workfront - Workfront 07-01-2021
I appreciate the responses. We're using Workfront across our organization. Our IT Risk folks are concerned with any PII being in Workfront, which is understandable from a GLB aspect, but it's very difficult to manage testing of an application without giving specific information to our developers for bug fixes. Yet we have other 3rd party cloud provider relationships with much smaller companies than Workfront and are regularly interfacing our entire loan portfolio from our core program. Brent, I ...

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Documentation in Workfront - Workfront 05-01-2021
Question for the financial services group: What types of project documentation do you upload or do not upload into Workfront and do you use it for your system of record?

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24

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Re: Is there a way to report on other Home Teams in Workfront? - Workfront 29-12-2020
Cliff, I found this instruction and video by WF Pro to be very helpful for combining columns. https://wf-pro.com/textmode/text-mode-views/

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