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BillGa
BillGa
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Re: Notifying a team - Workfront 11-06-2018
sigh - yes you are correct on all counts Skye. For some reason, they think that a group email will get more attention than the individual emails they receive. Thanks for your input - much appreciated. Bill Gattinger ATB Financial Edmonton AB 780-717-6209

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Notifying a team - Workfront 08-06-2018
We've set up a Team email address for one of our marketing teams. Is there a way we can set up a notification to that team whenever a new request (issue) comes into their queue? They all get requests to approve the issue on their individual MyWork pages but now they are requesting an email that goes to everyone on their team, rather than the individual email notifications. thanks! -- Bill Gattinger Contractor Mobile 780-717-6209 If you have received this email in error, please let me know by ret...

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Counting Issues Opened and Closed, by week, month and YTD - Workfront 15-05-2018
I need to create a report that shows the number of issues created and closed (resolved by task/project) by previous week, current month and Fiscal YTD. And being able to graphically represent all that info was also part of the ask. I don't know where to begin... Bill Gattinger ATB Financial Edmonton AB 780-717-6209

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Reporting on Parents without their children - Workfront 27-04-2018
Hi there: We have a large "catch-all" project that contains a mixture of single tasks and Parent tasks with up to 4 or 5 children tasks. I want to create a report that shows me all of the single tasks plus the Parent tasks only (no children allowed!). What is the expression I would use in my filter? Thanks! Bill Gattinger Contractor Mobile 780-717-6209 If you have received this email in error, please let me know by return email so I can make sure it doesn't happen again. Because emails can conta...

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Re: VOTE for Gantt improvements on the IDEA EXCHANGE! - Workfront 22-02-2018
upvoted Bill Gattinger ATB Financial Edmonton AB 780-686-3957

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I need to create a report showing Issues converted - Workfront 12-02-2018
Hi there: Our WF setup uses issues solely as creative requests. I need to keep track of issues converted to tasks or projects. We have 2 input queues. Any ideas how that would be configured? Thanks! Bill Gattinger Contractor Mobile 780-717-6209 If you have received this email in error, please let me know by return email so I can make sure it doesn't happen again. Because emails can contain confidential and privileged material, I'd ask for your help by deleting it and any attachments. Thanks! We ...

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Re: Preset Folders in new Projects - Workfront 19-01-2018
Thanks Connie. Love to see the screenshots you made of the standardized folders. wgattinger@atb.com thanks!! Bill Gattinger ATB Financial Edmonton AB

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Re: Converting Issue to Task Only - Workfront 19-01-2018
Hi Mike: We always convert our issues to either tasks or projects. And we always add a task to a project. But we maintain a monthly "catch-all" project that we add the stand-alone tasks into. When we convert the issue and add the resultant task into the project, we specify start dates and duration in the task. If it extends beyond the end of the monthly catch-all complete dates, we move it into the next month's and so on. We also have a number of other catch-all projects, that are annual and whi...

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Changing Field types - Workfront 16-01-2018
Hi Group! I have a simple question - if I change a field type (from a radio button to a checkbox or vice versa) will I lose the data already stored in those previous fields? The choices presented in each field would remain the same. After building and using a custom form, with some new fields - I just realized that I need to restrict choice in one field and open choice in another. Changing each one to a different format will make life easier down the road. Thanks! Bill Gattinger Senior Manager, ...

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Report on Issues converted - Workfront 10-01-2018
Hello all: I had an old report that I used to track all of the issues that were converted to either a task or project (we only use issues in our request queue) over the month. Essentially we want to see who converted what issue and when it was converted. As part of our process, when we convert an issue, it's status changes to "In Progress". That's the only Somehow I did something to the filter and it isn't working properly. The report contains these fields: Reference # Name Converter Conversion ...

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