Cliff, Dustin points out the main issue with your ask and that is, Workfront does not OOTB allow you to report on the date a status changes and then do the calculations to show how many days it took to move from one status to the next. But, it is not out of the realm of the possible! The only method...

Jessica, The undo button is there and operational. The main key for using this functionality is to first, click on the Gantt view option and then second, click on the pencil (edit mode). This then allows you to make changes to your project plan and undo or Control/Command Z if you don't like the cha...

Debra, I have 2 options for you: Option 1: Follow Vic's great advice and attach the Milestone to the parent task and then create a task report that has at least the following filters Parent Task Milestone ID equals "Milestone Name" Number of Children = 0 Option 2: Create a custom drop down field th...

I know we can combine documents into one proof by downloading the documents and then adding a new proof and use the interface to load multiple documents and combine into one proof. It would be great to be able to select multiple documents loaded on a project/task in WF and have the option to create ...

Greg, I wanted to jump in here because I am not sure you can accurately accomplish what you are looking for using a task report. Unless you are looking only at how many planned hours on tasks that complete that month, regardless of when they started. Here is an example: Task A has 100 planned hours ...

Hey Brian, Like you, I have not had any success with the recurring task functionality transferring to a template. The system is not set up for that...BUT I do have a solution for you! Utilize the ability to pick the day of week you want a task to start by using the "week" predecessor type. If you ar...

Hi Mario, I was wondering if you can provide a little more detail or a use case explaining what information you expect this field to provide? Thanks! David DAVID A. TAYLOR Founder & Managing Consultant

Steve, If you create a view on the Issues tab that shows all the fields (as columns) that you want to see and you make sure the fields that need to be summed are set to sum, and then you group by the task name, it will sum the data you are looking for on that task. The other option is to create an i...

Chris, This is not possible with the native Workfront but is possible via the API. I would love to know your use case for this. I was also wondering if you looked at using a template to have the document already attached to the project or task when the project is created from that template? It is de...

Andrew, I know of 3 options... Option 1: Issue report, Grouped by Project and bringing in project data. Not always the ideal option because the project data is repeated for every issue and you won't be able to inline edit Project level data. Option 2: Creating a Project report and using a collection...