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Daniel_Clarke
Daniel_Clarke
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  • Haha I hear you on the extra steps @TimWy1! As a former designer, I have no idea why they wouldn't want to!   I like the idea of having task one assigned, and supported by the final design task. Are you utilizing workload balancer / resourcing? If so, does missing the tasks in the middle throw a wre...

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  • Thanks for sharing @Susan_Hart_DeltaDental! Sounds like you are well setup for the unified approvals change rolling out since you're already using the document approvals. How many rounds do you typically see on your projects? Feels like a 2.0 is guaranteed these days!

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  • @RowvillBh1 - agree that this would be nice to have! Two other existing solves in case you were not doing these.... Click on the task and open the right sidebar to add your updates, Can add an update without leaving the backlog on the main portion of your screenCan also see the recent update string ...

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  • Hi @CassieSt - can you share a bit more information about what you mean? Looking at the native fields that are included on the new proof notification, ie name, approvers, stages, version?"Our team would like to review context on past proofs" - where are they looking to do this, through reporting? On...

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  • Excellent differentiation - those are acting more like change orders for you on a project vs handling / changing your project plan / tasks / baseline.    And those old habits die hard, but also a testament to the flexibility of Workfront - if it ain't broke... 

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  • It is a burden to bear, but one that I actually prefer! Less hand-offs and more continuity on the projects and tasks. Thanks for clarifying the sr vs jr situation - that one caught me by surprise!

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  • We have some teams with basic processes using requests like this too - curious what led you down that road vs using projects + tasks? Was it anything that scared you off of that route or just purely did not need the extra detail/admin work?

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  • Interesting - I have experienced the junior team LIKING the tasks as it makes it almost brainless "read the task for what needs to happen next", it is usually the PM that doesnt like it if they have to go in and add rounds 4,5,6! I 100% use the detailed task view with proofing too. The proof reporti...

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  • Love it! A few questions: What was the defining factor in the decision to "smoosh" them together?What is the maturity of your team?How detailed are you reporting needs, and if detailed, are you seeing success in pulling from proof data instead?

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  • I love to see the back and forth, full story of review rounds so we can identify bottlenecks directly through tasks, but it is more admin / tasks to work through. How do you prefer to structure you review rounds? Similar detail, more agile open ended Create Design // Receive Approval tasks?    My pr...

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