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KarenRu
KarenRu
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  • Allison, Any chance you could show the dashboard or report/custom form? I'm fascinated by this approach! tks Karen Karen Rutz Harvard Alumni Affairs and Development

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  • Hi All, I've re-read some posts regarding enterprise wide implementations. Can anyone share their experiences with setting up an enterprise wide governance board? Any documentation? How did you decide what are global settings/configs vs. local options? Thanks in advance! tks Karen Karen Rutz Harvar...

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  • Hi All, I'm full of questions this week! Does anyone here use an integration between Workfront and Saleforce Marketing Cloud to help manage email campaigns across multiple departments? It takes a village here to get an email out- we all play a role, and right now- managing the workstream is very clu...

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  • Hi Anthony- and everyone. I work in creative services. So most of work goes through many rounds (i.e- partner edits). Is that what you constitute as a "change". Or is a change- i.e- a change in scope? Just curious. Because I would also like a way to report out on the rounds of changes we go through ...

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  •  in Workfront Ideas 7/6/17
    Agreed! We live and die by job numbers also- and I was also surprised that workfront didn't generate job #'s! We are getting by for now- but would love to see this feature. And if WF is trying to go after marketing/communications/creative services industries- they should build this into the syste...

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  • Doug to the rescue!!!! thanks. I'm somewhat remedial. I just tried to do this- and it didn't work- did you list all the steps involved? I went to the training section to try to read up on it- but couldn't find anything to help me :( tks Karen

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  • Hi All, Need your genius thinking! I'm trying to write a report that will help inform me if the project managers are keeping up with their project documentation. So I started with a document report- pulling in all documents on a job- that is owned by a project manager or coordinator. And I was man...

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  • Hi Amy, This was a big deal for us- and I was actually surprised that WF didn't have a feature that generated job #'s for the marketing/creative industry, because we live and die by job #'s! During the sales process- I obviously didn't dig deep enough to understand what they meant when they say th...

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  • Hi Layne, Could you explain how you attach the report to the client review task? and provide a sample screenshot of the report? this sounds like an interesting approach- I love the idea of someone taking notes of the client feedback - right into the task in the meeting! And I'm assuming this works...

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  • Polly, Could you post a screen shot of the report? tks Karen

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