Thanks so much! That was completely non-intuitive for me - I never would have known that you could pull up custom forms using "category ID" (and I did search for help before asking this question! :))

I want to run a report that shows projects created that have one of two custom forms. (So projects with Form A or Form B) I can't figure out what filter to create to do this. Can anyone help? Thank you!

Thanks! Could you direct me to any instructions or info on that? 

Right now our marketers submit requests to Workfront and the request name is whatever they put into the "subject" line of the request form. And then once converted to a project, the request name becomes the project name. They're all different and sometimes make no sense from team to team. Instead, i...

I just confirmed that we are early opt-in users. When I click on preferences there's no option to get notified when tagged in a comment. Am I missing something? (If that notification isn't possible, I'm not sure why WF even gives the ability to tag - what's the point if you don't find out about it?)

My team is using Boards to track our quarterly PMO projects. We've noticed that when we use the comments function in each card and tag each other we're not getting notifications. We can't figure out if we're missing a notification setting or if this is a bug. We're all admins or system admins and al...

I created a custom form that includes "text fields with formatting". This allows user to enter information and add bold, italics or underline, bullets, numbering and hyperlinks. I have a report that pulls in these fields and the hyperlinks show up just fine in Workfront. However, whenever I export i...

Thank you so much for all of your help!

Thanks! So it sounds like they'd be able to view w/ my access, but not edit anything, correct? If that's the case, that will work perfectly!

I'd like to set up a recurring report export/send to my team, but I'm confused by the field "deliver this report with access rights of ____" and then it defaults to my name.I just want to make sure that if I send this to people in my organization they're not able to access the report w/ admin rights...