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DanielCo
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  • Hi Sam, You'd need to develop a custom integration to create a new set of google docs when you create a project from the template. The reason it works with Word docs is that the content lives in Workfront. When you add a Google doc you are creating a link to a doc in Google drive.\ Daniel Cooley Ken...

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  • Hi Jill, If it is possible, I think you'd have to use text mode to display the collection of approvers without the stage information above the grey line. Daniel Cooley Kenall

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  • We are a long time Workfront customer that has just started to dip our toe in the Workfront water with purchasing with a request queue and a couple of reports. They all just have review licenses at this point. I would be happy to discuss if it's helpful. Daniel Cooley Kenall

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  • I wonder if Workfront Fusion could accomplish the same thing. Daniel Cooley Kenall

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  • Hi Sheryl, I think Trek has a team in China. dc Daniel Cooley Kenall

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  • It seems like with the launch of Workfront Fusion the demand for tech documentation will only grow. Their internal stakeholders (i.e. Customer Service) will demand it. Daniel Cooley Kenall

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  • Hi Lori, You have touched on some of the options; however, it all depends on what you need in the end. Do you need to have a meeting minutes report at the end or do you just want to make sure that all of the action items are processed effectively? Daniel Daniel Cooley Kenall Manufacturing

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  • Thanks all for your input. Eric, I assume you suggest the legacy Gantt because it mirrors MS Project more closely than the new Gantt. Daniel Cooley Kenall

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  • I am a long time Workfront user with little exposure MS Project. We have recently hired a new project manager with a lot of experience managing using MS Project and Excel. Does anyone have some guidance on making the transition from Project to Workfront? Thanks! Daniel Cooley Kenall

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  • One thing that has helped us is to create a custom project status called "Request Queue." This makes it easy for people to understand what they are looking at. I tell people tasks are "planned work" and issues are "unplanned work." I feel this is a helpful start to understand the purpose of each. Da...

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