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TracyBr
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  • Andrez - like Skye, our notifications take us to the Workfront updates stream as well. and as Jill says, large documents and hundreds of tasks makes this very, very inelegant to find the comment in the proof from the updates stream. we've had to either ask the commenter to cite the comment number, o...

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  •  in Workfront Ideas 4/8/19
    This would definitely be helpful for us as well - ex. one use needs to get a "snapshot" of what files are in a project folder at a given time. this would be the perfect solution.

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  • hi, Mohini - we have a status in the request for "Additional info requested". we simply tag the requester in an update within the request and await information. Tracy Brunet Costco Wholesale Corporation

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  • we use Option #1 and it serves our purposes well. we use only one Portfolio (Central Marketing), and all the programs are bucketed into the different types of projects which roughly correspond to our client base (ex. Credit Card program, Human Resources, Membership). they way we can run a report and...

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  • hi, Victoria - we have a couple similar discussions going on: https://community.workfront.com/discussions/community-home/digestviewer/viewthread?GroupId=151&MessageKey=0331ee46-1407-4030-9b11-f1841eb40853 https://community.workfront.com/discussions/community-home/digestviewer/viewthread?GroupId=151&...

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  • ok thanks, Cory. your approach sounds similar to the way we're doing it now - exporting WF data, then importing into a pre-formatted Word doc. we're ulitmately trying to reduce the number or steps and duplication of information. yes i agree this is something WF should have as a standard offering. we...

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  • thanks, Ashley - yes almost all of our clients are also users, but like you, we don't use approval processes. i'll look into your "custom decisions" and e-signature suggestion. i'm currently trying to figure out a similar solution - simply take a screen grab of the expenses tab and throw it into a p...

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  • Has anyone created a printable, custom form for a quote sheet (budget)? We currently have an inelegant way of creating these - we enter all the expenses in the project's "Expenses" tab, change the view from "project owner" to "client", export it as an .xlsx file, import it back into an Excel templat...

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  • hi, Jill - just curious, is there a reason the designer is uploading the proof, rather than the project owner? we found that it was easier if they simply sent an update to the project owner with the file path to the proof, and the project owner uploaded/generated the proof. it prevents the designers...

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  • hi, Jill - we had a similar experience recently. the proof owner was receiving an email notification for each of the hundreds of comments being made on a very large document proof. we turned off her proof notifications, but she kept receiving them. your post answers why, so thanks for this. Tracy Br...

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