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BrittneyLe
BrittneyLe
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Document Approval Parameters - Workfront 23-03-2021
Recently I came across an instance where I was covering for a colleague (she did not have any pending approvals out so she did not designate her approvals to me) and I had to send a document approval to her client. She returned before the approval was sent from the client and I never received a notification of the approval, yet I was the one who set it.I called customer support and found that if the Project Ownership had changed back to my colleague before the approval was sent and if I was not ...

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7

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2

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0
Re: User Group Follow-up (Feb 2, 2021) - Transitioning to the New Workfront Experience - Workfront 02-02-2021
Here is the training agenda that I reference during all of my training sessions - enjoy!

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83

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2

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0
Re: User Group Follow-up (Feb 2, 2021) - Transitioning to the New Workfront Experience - Workfront 02-02-2021
Hi all - it was so nice speaking with everyone in today's user group session!As promised, attached is my implementation plan exported from Workfront using the new feature available in NWE! I will post my training script separately.

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83

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1

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0
Routing Rules/Alerts for Custom Field Selections - Workfront 07-01-2021
At times, we would like to alert/notify more than the working group for new submissions, therefore it would be great if we could also set up secondary routing rules or alerts based on custom field selections.Example:Queue Topic: ImageRouting Rule for Image: Team DesignCustom Field Region: APAC*Desired secondary routing rule or alert: APAC SMEsEnd result, notifications go to: Team Design and APAC SMEs

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9

Likes

3

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0
Update Calendar Functionality - Workfront 10-11-2020
It would be great if we could add our own tasks/requests/projects to the calendar function so that it can be used as a planning and actual work tool.

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3

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1

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0
Allow imagery or screenshots in custom forms. - Workfront 17-09-2020
It would be great if we could upload imagery or screenshots into our custom forms to better illustrate examples. This need came about when setting up a request queue for our Marketo team. Because Marketo programs/emails have many different elements it would be nice to provide a supporting visual to illustrate what we are asking our submitters to identify.

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4

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8

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0
Dynamic in-page refresh - Workfront 22-06-2020
It would be great for the Workfront page to dynamically refresh anytime a change is made on a specific page if someone has left it open in their browser.My team is finding it challenging to work on a fast-paced project; they make an update and then refresh the page while 2 other updates have already been published and the project has progressed without them knowing. We find work is being duplicated at times because of this.This would also be a great feature with system integrations. As we receiv...

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5

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1

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0
Undo Proof Generation - Workfront 26-03-2020
It would be great if there was an "undo Proof" function, so that if you accidentally click on generate proof you can quickly undo that function.

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4

Likes

3

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0
Re: Routing Custom Forms for Approval or Print to PDF - Workfront 19-03-2020
I would love the ability to export custom form details, or approval workflow information to PDF. This would be useful to share with users outside of Workfront, bring to meetings, etc.

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29

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0

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0
Different Views Set for Different Queues/Projects - Workfront 19-03-2020
It would be great if we could set certain views for certain queues/projects, at the individual user level. For example, as an admin who also is responsible for managing a few processes in Workfront it would be great if my view could stick for my Design queue versus my planning queue. Today, I have to toggle between views depending on where I am.

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4

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1

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0