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KaseyGa
KaseyGa
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Re: Requests Report: Display Converted Projects Planned Completion Date - Workfront 22-03-2021
Oh wow silly me - easy as that!! Thank you so much

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Requests Report: Display Converted Projects Planned Completion Date - Workfront 19-03-2021
Hello! We have a "My Requests" report (see screenshot) that shows the original request, the converted project, status, etc. The status automatically feeds off of the Project status, however the Planned Completion Date (Due Date in our case) is set to the Request which is always different. If I switch it to the Project Planned Completion Date, it is not accurate. How do we create a Due Date column that pulls the Converted Project's Planned Completion Date? Thanks in advance!

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18

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2
Re: Is there a way to link to or display Project Details within the Proof Approval notification email? - Workfront 18-03-2021
Thank you SO much for the quick response!!! I just added the Project Overview column to our proof reports which is definitely a big help! I will also test our your other 2 suggestions as well. Really appreciate it!

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10

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Is there a way to link to or display Project Details within the Proof Approval notification email? - Workfront 18-03-2021
I am looking to see if there is a way to link to or display the Project Details page of the particular project from the Proof Approval notification email. Or if anyone has any suggestions on how they handle this... Some of our executives who are only utilizing Workfront to approve proofs that are sent to them, are wanting to know the details and background around the request/project as they are reviewing. Without having to teach them how to navigate throughout the system to find the Project Deta...

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10

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1

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Assign Project Owner to Tasks - Workfront 15-03-2021
I would LOVE the ability to assign certain tasks to the "Project Owner" on project templates. This would avoid us having to use our "Project Manager" job role and having to replace with the Project Owner's name for each assignment. I noticed that you can assign Project Owner's to a request approval process so I feel like the functionality should be there!

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10

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3

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Re: Delete Calendar - Workfront 05-03-2021
Thank you, I appreciate it!

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37

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Project Subscription Report - Workfront 03-03-2021
Are you able to create a report displaying all projects that you are subscribed to? I'm not having any luck finding any materials around this and think it would be extremely helpful! Thanks in advance.

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19

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Re: Tagging in Proof Comments - Workfront 25-02-2021
Just incase anyone else has this issue.. I ended up submitting a support ticket, they adjusted something on their backend and it worked! So apparently all of my settings were correct, they just had to do something on their end.

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30

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Re: Tagging in Proof Comments - Workfront 25-02-2021
Yes! We have that checked off for all users in our workflows and it's still not working There must be some sort of master setting that is overriding this..

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30

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Re: Tagging in Proof Comments - Workfront 24-02-2021
Nope, none of our stages are private Very strange!

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