CBuckwal, I developed a form called Global Reporting which I use to hold any unique fields various teams wanted for reporting purposes.  I told all teams that no matter what templates you build the one custom form that must always be attached is the Global Reporting form.  I did a mass update to add...

KellyHa3, we do Reference | Campaign | YYYY Deliverable.  So example, is 1234567 | Summer Binge | 2024 Paid Search #1.  We're not particular in the date but having the year info can help for reporting if you're wanting to see all work for a certain year.  The pipe made it a little easier to read acc...

spencer_w, There is a field available called Has Time Off, which you can find under the Assigned To field if you search that might help you.  I tested by assigning myself to a task with planned completion date of 12/15.  I went into the project view (any view), selected the Planned Completion Date f...

mdeancherry, you can use the Note Text field to help.  As example, in your filter area you can set Note Text field, contains, @Kurt jones and then use EntryDate as another filter to set say for Last Quarter.  That should allow you to pull all last quarter notes that had @Kurt jones in them, in my ex...

mdeancherry, You're correct, a Note report is the way to gather this data and has the fields you're looking for where you can filter by timeframes and owner of the note.  If you don't see choices to create new reports under the Reporting icon its possible your admin has restricted your access to be ...

CBuckwal, You are correct.  I do have a couple different Fusion jobs I run to provide reminders to teams or user about a couple different processes we have where reminding is needed to get work done.  As example, our marketers input request for engaging any vendor/agency for work so its vetted and c...

Hi Melt1, I'm not sure if I'm reading this correctly but I think you meant what is difference between the Primary Contact and Owner fields in Workfront?  When inputting a request you can have the Primary Contact field be visible which the system automatically defaults to the user filling out the req...

A_EN, This link will provide you the best info regarding that module and AEM, https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-fusion/fusion-apps-and-modules/aem-assets-modules.  There are some requirements needed to use the module such as access to AEM, AEM account having ...

CBuckwal, the reminders can be set up to send to teams, assigned users, and more.  See this link for additional info, https://experienceleague.adobe.com/en/docs/workfront/using/administration-and-setup/manage-wf/emails/set-up-reminder-notifications.  In your case you may have several notifications t...

A_EN, a good place to start with Fusion are going through the available tutorials, as example, https://experienceleague.adobe.com/en/docs/workfront-learn/tutorials-workfront/fusion/understand-the-basics/use-filters.  There is a lot to understand about Fusion, its modules, filters, and how it works, ...