Thanks, David! I'm familiar with this set up, but we're trying to find ways to automate even one step further. As a follow-up: do you know if a shell of a report can be created and attached to a template? Or will it pull data from every project it's attached to into one report? Does that make sense?...

Hi Sana, She's probably talking about sharing rules on the template. So, if you have templates set up, you can go to Template Actions > Template Sharing and then add whatever groups/people you want to be notified when a new project with that template is created. Jazmin Allen-Collins Analog Devices, ...

Hi all! Thanks for your feedback. Here's the use case we have: One of the purposes for our Workfront instance is to have the editor in chief of our technical magazine run his article creation/publication process through a request queue and then convert those requests to projects. Within the project,...

Is there a way to have a status automatically change based on an action completed in a project? e.g. if a task is completed, can the overall project status change to something? Jazmin Allen-Collins Analog Devices, Inc.

Is there a way to automatically create a report with specific settings when a project in a specific program or portfolio is created? Jazmin Allen-Collins Analog Devices, Inc.

This would be the ability to choose some predefined filtering options to create quick reports. Thinking of people who don't have Planner licenses but want to see specific reports. Would also be good for self-serve with external vendors. It would be a sort of mask where the user says I want: All pro...

While you can currently bring in multiple fields from the library, there is no way to create a template and save that for later use. e.g. if you create a combination of fields with display logic, you currently have to recreate that combination every time you want to use it in a new form. The only w...

Can you elaborate a little more? What I think you're saying is possible, but perhaps I'm not understanding...

Hopefully someone sees this: where do you add this text? Jazmin Allen-Collins Analog Devices, Inc.

Yes, exactly. Another use case we had was the ability to move the issue custom form to a document.