IF({DE:Deliverable Type}="Autoship"||{DE:Deliverable Type}="Blog"||{DE:Deliverable Type}="Brand Design","Marcomm",IF({DE:Deliverable Type}="Packaging","Ecomm")) I think the above will get you what you need.  It's saying Deliverable Type can = Autoship OR Blog OR Brand Design and if any are true make...

We don't have Change mgmt experts in house but as we move forward its evidently clear the value as well as support for governance which will be a hurdle we jump down the road.  I know some companies have WF Product Mgrs where those folks aren't necessarily the WF admins but they work as part of gove...

There are two of us WF Admins in our marketing world of almost 400 users.  We have 12 departments and only 4 are truly boarded on the tool after 2 years.  Myself and the other admin joined less than 7 mos ago so we're in the midst of trying to onboard, adopt, build-out, and automate (we have Fusion)...

Nothing like unlinking exists within Workfront Proof...the article may be referencing the standalone ProofHQ product.  You can print duplicate version you need with comments and then delete that version but you'd have to re-input that version using the print copy as there isn't a duplicate/clone fea...

Only fields set as number can be summed so a date field is not something that can be summed.  However, you could potentially use prompts to get dates you want to make your dataset manageable and be able to see what the 2nd date field is showing.  You can export the report to XLS for some add'l magic...

Could you create a project called "Client List" and have each task be a client.  You could create a unique view in that project with all the custom fields to be updated.  I believe a work license should be able to update fields in the plan based on the sharing.  It would be one place for everything ...

It's not a report but we have a layout template for External Users/Reviewers and we've pinned the My Updates page at the top to allow them to quickly see anything outstanding for their approval (docs, proofs, etc.).  It only shows what needs their current action, but it gives them something.

IF the workflows are locked down, you could share the proof, click on Proof Workflow, the 3 dots to share then fill in and it creates another stage for you and sends out the proof.    

Linda, you would update the pre-determined/automated workflow to add another stage after the copywriter review that sends to "Dave" as review/approver so he's notified.  You'll see a button to Add Stage.    

In my case above this is the user kickstart export so each row is a user.  We only have one custom form we use for all users which is that 611.... number under the CategoryID.  The CategoryID is the custom form we need to add to each user when we upload them.  So I went under System->Import Kickstar...