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sluna
sluna
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Re: Ability to move from Sandbox to Production - Workfront 07-01-2022
It would be extremely helpful to configure, build, and validate in Sandbox and then when approved, promote the changes to the Production instance via automation. Not only it is a timesaver but greatly reduces the negative impacts of possible human error in the rebuild and helps satisfy internal and external examinations from an audit tracking perspective.We've been utilizing Workfront for some time and are now ready to mature our use of and leverage the automation capabilities of the tool for ou...

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25

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Can custom notifications be created for active/incomplete task approval stages? - Workfront 19-08-2021
If still pending a response, we would like to create a custom email notification for executives to remind them to cast their decision on a task two days after their approval stage has kicked off. Is there a way to do that?

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6

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Re: How would I go about grouping task report results by the pending task approval stage? - Workfront 05-08-2021
Thank you so much! Worked just as needed.

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9

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Re: What is your workaround to have nice looking interface for capturing requests? - Workfront 02-08-2021
I'm definitely interested! Thank you so much.

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82

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1

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1
How would I go about grouping task report results by the pending task approval stage? - Workfront 28-07-2021
I can show the 'Approval Process: Name' field or even 'Current Approval Stage: Name' in the report details however, I'd like to group by the specific approval stage that's outstanding for a clean chart. Would a calculated field work?

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9

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0

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2
Re: Workfront Research Survey: Parent/Child Projects - Workfront 18-06-2021
Yes, we're in the same boat and end up with disparate info on issues being tracked in duplicate, etc. Very excited for this feature!

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38

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Is there a way to share one project issue across multiple projects instead of copying and maintaining the updates on numerous duplicate issues? - Workfront 18-06-2021
We have many enterprise-wide projects with many different project teams inflight simultaneously. If an issue is reported in one project that turns out to impact other initiatives and teams, we would like to be able to share the 'master issue' of sorts to the other projects and as the 'master issue' is updated by the originating team, the other projects have the update right away. We would prefer not to copy the original issue to many projects and then try to correctly and efficiently maintain th...

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7

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0

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Custom Email Notifications Per Project - Workfront 21-12-2020
It would be marvelous to have the ability to create an email message that is specific to one project's tasks (not system-wide events, reminders, or notifications) that is sent to new task assignees.Use case: Our Member Experience (MXP) team reviews member surveys and forwards them on to supervisors all over the organization for additional follow up and collaboration. Each week, MXP Analysts are tracking hundreds of these survey reviews in an Excel spreadsheet, sending an Outlook template email t...

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4

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3

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Will it ever be possible to generate a draft requests report? - Workfront 04-11-2020
We we would like to provide a draft request report (per group or company) for their leadership teams to collaborate on prior to official project request submission.

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10

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3

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2
Invoice Simplification - Workfront 01-07-2020
Currently, invoices can be sent from Workfront to each company listed in Workfront for an organization (a requirement of many organizations). It would be helpful if the invoices had the names of individuals that were added as well as the names of people who were deactivated/deleted for that specific company in a given period. It is completely nebulous at this point to reconcile.

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4

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1

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