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JillAc
JillAc
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Re: Custom Notification and Reporting and Baselines (3 things in one) - Workfront 23-04-2018
Hi Vicki, The baseline reports/views I've done are just at the project level. They know this particular project went astray and are trying to figure out where it went wrong. However, you could do a report that was just the parent tasks (or maybe just milestones) grouped by Program and then project for an entire portfolio. That way you could see if this was a constant thing with a particular portfolio. Maybe do "summarize by" for the columns (sum for the planned hours, minimum for the start dates...

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Re: Parent Child problem when adding a task to a Project - Workfront 15-04-2018
Your topic is not exactly the same as dragging and dropping tasks to re-order them, however as this is something not all users understand I thought I'd mention that when you drag a task you'll notice that initially it shows its position as a line. If you release the mouse button whilst it's showing a line, it will add it as an equivalent level task. If you hold it in that position a little longer and it becomes a box around a task name, when you release, it will become a child of that task. Davi...

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Re: Custom Notification Email Template - Workfront 10-04-2018
I don't really use custom email templates but for your link, you just need to change to your actual domain eg, https://abc.my.workfront.com/task/view?ID=$$ID$$ https://.my.workfront.com/task/view?ID=$$ID$$ Polly Co

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Not receiving Global Discussions summary email - Workfront 10-04-2018
Hi I've checked all my settings, never changed anything, and I should be getting the daily email from this forum, but I didn't get it yesterday and today. This is my morning subway reading and I feel lost without it! Any clues as to what happened? (The Yes button is marked, I'm not opted out, nothing in my Junk box) Thanks, Jill Jill Ackerman

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Re: Issues converted to Projects - Workfront 15-01-2020
I'm working with Workfront right now. It would be good to have that option as a report versus template, which you can do but I'm having issues with project name showing. Susan

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Re: Document Viewing without Proof - Workfront 26-03-2018
Thanks, I will look at these extensions. Also, I found out after much googling, that after you download the document the first time there is a choice to Open that type (doc, xls etc) the next time. How to roll that out to 30 people .... I think I have to walk around and do it on each of their computers.

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Re: Alert other "Team" members when one member clicks "work on it" button - Workfront 23-03-2018
I would add that it should also be a field that can be selected for a report or a column to view which tasks have "work on it" clicked. OR the Task Status changes to a certain identifier based on the "work on it" being clicked.

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Re: Work on It Button - Workfront 23-03-2018
By the way, this field is also available on its own under Assignment as "Status". We use reports that group by assignment status, or color code cells to draw our eyes to what's going on (or not going on) -skye

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Re: Issues vs Tasks Training - Workfront 23-03-2018
I have a similar situation going on in my team from the reverse end. I have workers that are assigned tasks and requests and wondering why they have to have two different objects that behave differently, in order to manage their work. From your end (system admin) I'm sympathetic, and honestly, there really isn't a good answer. Yes, other folks are right--tasks are for X, requests are for Y. But why do they act differently? Why can't we report on them in the same way? Well... it's just the way th...

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Re: Notifications to start a task - Workfront 29-01-2020
My organization just met with Workfront reps about this last week after being very frustrated. They confirmed there is NO way to get the notification you're looking for. They don't allow custom templates to be used for event notifications, which is what you're looking for, based on completion of all predecessors. You are able to have a reminder notification, but the rules can only be based on the task being late, and these are sent out every 24 hours, not immediately. Our tasks need to happen a ...

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