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melindal3825541
melindal3825541
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  • I generally keep an administrative housekeeping dashboard to sweep up things like this that can get missed. So make it a daily/weekly task to check housekeeping and do a bulk add of the category to the tasks on the report. In the meantime I found an interesting bug the other day that you can use to ...

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  • I usually create a replace employee dashboard. The dashboard contains prompted reports for Tasks Templates Projects Issues etc. Make sure these reports are set up to show a large number of lines on the dashboard and to show only objects that haven't been completed. Once all the reports are empty you...

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  • One of my favorite columns to add to project reports: Current Task - Show which task is currently being worked in the project displayname=Current Task listdelimiter=< p > listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({numberOfChildren}=0,IF({canStart},IF(...

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  • In the past I've added instructions to the Project description. Instead of just Welcome to the Workfront Support Queue you can add a pretty long paragraph, of information of how to use the queue. Descriptive Text fields on the form are great as well. And can be controlled by display logic to only po...

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  • This kind of automation is easily achieved through Fusion or if you have access to API programmers. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com Helpful? Buy me a coff...

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  • You can try a work-item report. You can also convert a COUNT aggregate in your hours report to DCNT (Distinct Count). Easiest way to do this is on a number column like a reference number for the issue/task/project. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Pho...

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  • Yes, it's totally possible. I made a video on our website about the PTO solution we use. Requests are submitted to a PTO request queue and then pushed to a google calendar and into the Workfront time off calendar via Fusion. I choose to do it that way to allow for approvals and because the time-off ...

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  • This would be easy, peasy to add to a Workfront Fusion implementation. Although this use case is a little light to justify the expense at 5-6 users/week. In Fusion (or any API) you could listen for new user creation events and that could trigger a custom email. You could also hybrid this on to Doug'...

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  • Ah, this is one of my personal pet peeves. Not in/not equal actually checks if any of the assignments are not to the users you selected and not if none of the assignments are to the users you selected. For the longest time this had me stumped until I worked out the EXISTS/NOTEXISTS syntax after a hi...

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  • I'm happy to add what I know after the 2 of you. If anything is left :) -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com Helpful? Buy me a coffee: https://www.patreon.com/...

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