we had a similar issue with partner information (many partners per project). We ended up creating a custom form for an issue, and making each partner an issue. Then if I remember correctly, I ran an issue report and attached it as a tab at the project level so it would just report on issues for that...

Phil, good idea, a picture's worth a thousand words. I can't see a point in showing our custom form just because there are so many display logic bits, however here's a screenshot of my project view. From top to bottom and left to right: - we're grouping by Division -- a custom field - our workers tr...

hi Sherry, We just launched our survey! Thanks to everyone for coming up with suggestions on questions to ask. We're offering a drawing for entries submitted before mid July -- I'm giving up my LEAP backpack as the prize. I was a little tentative about it, but we ended up offering the survey in ...

our projects are pieces, so the name of each project is the visible title you see on the piece. For example, our open enrollment letter project would be called Open Enrollment Letter. Additionally (as others have stated), we have custom fields that capture program, form number, revision date, and ...

thanks Robert. It's always cool seeing how other people handle their workarounds. This is pretty much what I suspect my PMs do and I don't spot any mistaken assumptions in your document. My only suggestion to my own PMs would be to make a reviewer dashboard with a report that lists tasks assigned ...

Robert, I'd love to see your procedure doc, if you can share--specifically if there are areas in it that talk about how Reviewers can keep track of the work they are assigned.

this is super clunky but if you don't want to wait for a new feature to be created to fix this, you can 1) create a queue with all your retired queue topic ID names. 2) move your related issues into that queue. 3) change all the queue topic IDs for those issues to those new names. 4) move th...

I'm not sure what you're asking, so allow me to give a little general perspective. normally, in order for you to be assigned a task in Workfront, you would need to have a Worker license. * If you're willing to pay for more licenses you'd just assign the external people as Workers and train them ...

It's a valid question. You are not overcomplicating things - as a sysadmin it's your job to overthink things so you can simplify it down for your users. The answer boils down to "remember, this is your Workfront and so it comes down to your preference". We tell our users that Workfront doesn't make ...

We started by giving our Events team their own portfolio, and all their events are programs, and the pieces they need are projects. For example: Portfolio = 2016 Events Portfolio Programs = March Madness event; Superbowl event; Board Meeting, etc Projects = Table tents for March Madness, Nam...