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PeytoYe
PeytoYe
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  • You might consider using the URL field in the project details or task details, unless you're using that for something else? That holds any URL and opens in a new tab when clicked and can be pulled into a report as well. This email and any attachments are confidential and may be legally protected. It...

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  • Hi Jill, What I've found is that, if you have "show system updates" turned on, you can grab a quick link from there. Example: Peyto Yellin uploaded "https://careoregon.my.workfront.com/document/view?versionID=5cfaaf9e011e77a3c9a423e54813ab02">image001.png . The document link after "uploaded" is ...

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  • Hi Jill, we use a SharePoint Online document library site to manage all our project files. I manually create and link project folders for each project using folder templates. Then the team uploads the files to those folder so they are easy to find later on the documents tab. The project folders have...

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  • Hi Jill, we use a SharePoint Online document library to manage all our project files. I manually create and link project folders to each project using folder templates. Then the team uploads the files to those folders so they are easy to find later. The project folders have sub-folders that correspo...

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  • Hi Kirsten, we use a SharePoint Online site. The site has a document library with folders for the different files. The site home page can be customized in different ways but we use what's known as a "hero" widget that can highlight specific sections of the site. The site menu is also customizable, a...

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  • We use it for managing project documents so we could expand our available storage. But, I've found that, the integration is a bit buggy and not very intuitive. The options for managing the files are really restricted. You can't move or rename the files once they're in Workfront. Files need to be man...

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  • Hi Phillip, all the other suggestions noted here are the preferred solutions. But we did have a use case where we needed to grant access to a group of people who only needed to make requests one or two times a year. We used a custom email address to create a shared login account and then use a custo...

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  • Greetings, My name is Peyto Yellin. I'm a Project/Traffic Manager at CareOregon, a health insurance provider. I work in the Brand, Marketing, and Communications department, working with designers, writers, web and video producers. We're using Workfront as a comprehensive workflow management system. ...

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