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CherylLu
CherylLu
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How do I send a reminder notification once a project is complete? - Workfront 30-03-2021
Our situation is that we close projects as soon as complete, for billing purposes. However, we have one person who pulls campaign results (from claims systems) and we'd like to give him a reminder notification 150 days after project is complete, so he's not relying on putting reminders on his calendar. Because projects are occasionally closed and re-opened (for logging expenses or other reasons) I want to rely on a custom "Actual mail date" field in our custom form, rather than the system projec...

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Re: How can I view an expenses dashboard within a project? - Workfront 03-03-2021
I've given up for now too; will revisit when I have more time and hopefully can still figure out a solution.

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Re: Rate the service you just received - Workfront 03-03-2021
Similar I think... We're thinking about adding a 'project review' custom form where the design agency is rated. It would be a custom form within the last task. It would be a short custom form of a couple questions. I may not be explaining that well though.

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19

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Re: How can I view an expenses dashboard within a project? - Workfront 25-02-2021
Sorry, I should have clarified. It is an expense report, with expenses from each project. And the report is perfect as a report. it's trying to view it within a project that I don't get any results. Hope that helps clarify.

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How can I view an expenses dashboard within a project? - Workfront 24-02-2021
I'm trying to create a workaround so that our project owners (in the system as Workers) can view expenses on their projects. I've: created a project expenses reportcreated a project expenses dashboardshared the report and dashboard with the teamcreated a new custom section in the layout template and project templatesadded the dashboard to the new custom section The report and dashboard are fine and show all expenses, but once I look at it within the project, it's blank. I can't figure out what I...

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12

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2

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Re: Financial Data Access/View (Expenses) - Reviewer/Work License - Workfront 19-02-2021
@Tina Huang I'm not able to find where you did these steps: put the dashboard in our Task Assignee layout templates (1 for Worker, 1 for Planner who are not our core PMs) on Layout> Customize Tab > "A Project".Can you clarify? thanks!

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40

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"Updates" - is there a way to require a person to send the update to? - Workfront 22-11-2020
My users sometimes forget or don't realize they didn't select the name of who to send the Update to. We never have any reason to post an update without notifying a specific person. Is there a setting we can turn on that would require a person's name to notify?I don't believe there is based on what I could find, but am hoping I missed it. thanks,

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Re: Did Workfront change the look of the emails that come in for new requests? - Workfront 16-11-2020
Great - thanks for the update!

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20

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Re: Did Workfront change the look of the emails that come in for new requests? - Workfront 13-11-2020
I made a comment in the 20.4 release post before I saw yours. They are hard to read this way I think. plus the emails don't name the project anymore, so you need to click in to know which project it is about. Hopefully that can be a quick fix.

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20

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Re: Workfront 20.4 Release - Workfront 13-11-2020
Question about the predecessor email notifications. It seems they changed during the release and now don't show the project name they're referencing. Is this something that will be changed?

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