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JohnWe1
JohnWe1
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Project Template People - Why do people end up on this list and what does it mean? - Workfront 12-04-2022
We created a project template two years ago. Its a typical template with both roles and people assigned to tasks. I was just called by a Workfront user telling me he gets an email when every project created by this template is set to active status even though he has not been assigned to a project task. When looking into this issue I noticed a "People" selection when viewing the project template. (See screen capture below) When I clicked on "People", I get a list of people. Some have tasks on the...

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Is there a way a user who is assigned to a task can designate someone else to complete the task when she is busy or out of the office. - Workfront 03-03-2022
We have project created for our engineering change process and we have someone who gets assigned to tasks when the project is in planning. We then make the project active. Is there a way to designate someone to work on and complete the task in the project other than the person assigned to the task. We have an employee who has tasks on all of our engineering change projects. She has been assigned by role. She would like to have someone else perform some tasks when she gets too busy or if she is o...

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Re: Classic -> New Experience Nightmare - Workfront 12-08-2021
We are experiencing the same performance issues since we started using the new experience. Lag times have definitely increased. I agree with Mike. They are intermittent. Lately its been bad.

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How can I set up email notification for a request (issue) that changes status from New-Pending Approval to Revise.? - Workfront 12-08-2021
We are using WF from our engineering change process. People fill out a custom change request form and that gets submitted to a change review board for approval and conversion to a project. Occasionally the review board needs more information and they change the status of the request (issue) to Revise. We were hoping WF would email the person requesting approval of an engineering change so they know the status has changed to Revise so they can provide more information and then change the status b...

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Re: Is there a way to categorize Issues for reporting? - Workfront 30-06-2021
Thank you so much Teale. I am using Queue groups and topics to categorize project based issues and have created a report that groups by topics so we can look at trends that may lead to a change in process or more training for our users. Thanks! John W.

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Re: Is there a way to categorize Issues for reporting? - Workfront 11-06-2021
Thanks for the reply Teale. We don't currently use Queue Topics. The issues that I want to report on are project issues that do not go into a queue. I created a test project and created some test queue topics within the project. Moving forward I would think I would put them into the project template. I couldn't find where I could assign a queue topic when creating a project based issue. Id appreciate it if someone could provide a little more information to help me out. Thanks in advance. John We...

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Is there a way to categorize Issues for reporting? - Workfront 03-06-2021
Hello Workfront Community, Is there a way to to categorize issues for reporting. We want to be able to create a report that groups issues based on a category or type. This way we can see trends and provide training to resolve certain types of issues that occur frequently. If we can't categorize issues, is that a way to group them in a report based a word or phrase in the description that we can group in a report. Thanks in advance for any help! John WeissWorkfront AdminFollett LLC

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Re: Can a planner assign a portfolio, program and a company to a project? - Workfront 03-06-2021
Hi Dustin, Thanks for responding. Your post appeared as I was responding to Katherine. I will check to make sure the user has Manage Access to the program and portfolio as well. John W.

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Re: Can a planner assign a portfolio, program and a company to a project? - Workfront 03-06-2021
Hi Katherine, Thank you so much for your help. I really appreciate it! It was the layout template. The planner had portfolio and program turned off. John W.

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Re: Can a planner assign a portfolio, program and a company to a project? - Workfront 02-06-2021
Hi Katherine, Thank you so much for your reply. I'm looking simply at the project access. I have a planner who created a new project and only has the option to set project association for a group. Some other planners only have access to assign a group. Other planners can assign a portfolio and a program. I look everywhere for a setting to change and could find anything. I just want my planner to be able to set project association for a portfolio and program as shown in the attached screen captur...

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