Hi @Jill Ackerman , This might be an indication of some underlying sharing we're not understanding that only allows the owner of a task to edit the task with a Work license. I'm sure you can test this theory pretty quickly. If this is the case, then you'll be required to switch the users to Plan lic...

Hi Cameron, Using a team in the routing rule is a good practice because it reduces the chances of the PM being a single point of failure in the process in the event they're out of the office. As long as members of the team have Work or Plan licenses and the notification enabled in their profile for...

Hi Matthew, While some text mode trickery might sort of get you what you seek, I have to rely on the rule of thumb that I follow religiously, which is planned = work and unplanned = issue. If you have a requester, then you have to have an issue. The primary contact on the issue is always the reques...

Hi Kevin, Dashboards all day, every day, the WFPro way. The native tabs under the hood (updates, tasks, docs, etc.) do their jobs great. However, when it comes to every other area of the app, I've opted for custom dashboards and reports. Why? Because everything I create is now controlled, consistent...

Ouch! I can feel your pain, or at least I remember what that used to feel like. Indeed, I said "remember" because I don't feel that pain anymore. Why not? It's simple, WFPro Package Manifest. You'll never remember all the things you create in Workfront no matter who you are. To think otherwise is in...

Hi Miranda, Issues turned into resolving tasks is how we handle issues to stories. As long as the resolving task is the only item that's assigned to the agile team, then the original issue can remain intact, which you want because I assume you want your requester to know when a story is completed by...

I can finally estimate that 99.999% of my work across Truist Financial and WFPro are now in two Workfront instances. Both instances are running WFPro Suite and packages (configurations) are flowing between the two when the need presents itself. This is a major milestone for me. A personal pat on the...

To think it only took a 30 minute call to discuss the need and a 30 minute follow up call to train the primary contact on this effort. With a basic agile team coupled with a simple project and this group is on their way. Add a custom form to the task / story and they have some nice reporting on the ...

Do you ever have data in Excel that you need to add or update in Workfront? I'd be surprised if there's an admin out there who could answer "No" to this question. At Truist, we frequently use Excel to perform routine maintenance on our instance. Here are a few of the things we've done: Bulk Update U...

Hi Colin, There are only a few things that require system administration rights and you shouldn't need to access them all that often. I suggest creating an Plan access level called "Power User" or something like that and turn on every single option in the settings. You'll probably run into issues du...