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VincentGo
VincentGo
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Re: Down sides for assigning one task to multiple users? - Workfront 15-05-2019
We assign multiple people to tasks and issues. The biggest issue we have is that you can't really make a My Issues/My Tasks report work consistently. The filter "Assigned to" with the "me" wildcard only works on tasks/issues where the user is the Task/Issue Owner. If they're secondary owners, the task/issue won't appear in their list. (The same issue would apply if you have a manager who wants a report on all the tasks assigned to their team). The workaround is to use Assignment Reports, which h...

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Re: thank you - Workfront Archived Groups 10-05-2019
Thanks for having breakfast with me Thursday, and talking with me about multiple instances & group administrators! Vincent Goodwin The Capital Group Companies

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Re: Option to Link Planned Completion Date of Issue to Planned Completion Date of Resolving Object - Workfront 10-05-2019
I created a Calculated Field to show me the "true" Planned Completion Date. It looks to see if the issue is resolved by a project/task/other issue, and then populates it with the resolving object's [Planned Completion Date]. It's got limited use, but it could probably be used in a report?I made this for Issue custom forms, but I think it'd work for the other object types too.IF(isblank(Resolving Object Type),Planned Completion Date,if(Resolving Object Type = "PROJ",Resolve Project.Planned Comple...

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Re: Last Updated By ID:Name for a task - Workfront 10-04-2019
You might be able to back into it by using a Note report. Filter [Audit Type] = "Status Change" [Audit Note] contains "Complete" The fields you'll definitely want to display are Task: Name, Task Owner, Note Owner (the person who did the activity) I don't know if you can do a clean compare in Workfront, or if you'll need to export to Excel or another tool to manipulate the data. [If you discover your notes are incomplete, you can request a ticket from Workfront to look at your "Recorded Change De...

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Re: Ability to archive project templates - Workfront 02-04-2019
This may be solved for. There's a field on each template called [Is Active]. If you uncheck it, the template won't appear in the picklist or on your list of templates. It does stay on projects created with the archived template, so you can have historical reporting. https://support.workfront.com/hc/en-us/articles/216744178

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Re: Note Report: Show Document Uploads & Status Changes - Workfront 25-03-2019
Thanks Doug. I ended up reporting this as a ticket, and there was a Nessie thing that needed to be reactivated for historical tracking (I believe you talked about Nessie in previous threads). I'll check out the Audit Text column (I didn't know that existed) and some concatenating. Thank you for your help. Vincent Goodwin The Capital Group Companies

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Re: It's OFFICIAL. I'm registered for LEAP-DALLAS - Workfront 22-03-2019
I'll be there too, and would love to meet other System Admins. Vincent Goodwin The Capital Group Companies

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Re: Task Page UI update - Put DUE DATE next to Commit Date - Workfront 21-03-2019
Another possible solution: Add a new option in the Layout Template to allow admins to choose whether to display the Commit Date or Planned Completion Date on the Task/Issue page. This functionality already exists in the Layout Template for "Legacy My Work"

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Re: Team Working On Calendar Filter Weirdness - Workfront 25-02-2019
David, Thanks for the info about how the filters above the line work. I couldn't figure out why I couldn't filter for what I needed. I made an Idea Exchange item to recommend a change: https://support.workfront.com/hc/en-us/community/posts/360028217994-Teams-Working-On-Improve-Filter Vincent Goodwin The Capital Group Companies

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Re: 2019.1 - release dates? - Workfront 25-02-2019
I've been using Home since last summer, and I've generally been pleased with it. The biggest benefit of Home my team sees is that you can edit fields from Home, whereas you couldn't in My Work. We've configured their layout template so they can see all the metadata & documents they need to see on one screen (rather than jumping into the object page and jumping between the Updates, Details > Overview, Details > Custom Forms, and Documents tabs) Vincent Goodwin The Capital Group Companies

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