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TCarey
TCarey
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"Attach templates" to a project - directions are incorrect - Workfront 11-07-2022
See attached image.When I attach templated tasks to project, the directions are very misleading. Because there are no selected tasks! Can you please have these tasks all selected so that I can deselect the ones I want to exclude like the directions say? Or update the directions.

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7

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Re: Allow screenshots in updates/comments - Workfront 19-06-2022
@Tara McKinnon‚You are right. It works for SnagIt but as @Jeff Wunderler pointed, other products like Greenshot and Windows snipping tool doesn't pick the image from clipboard. Hopefully, Workfront will add this feature in the future releases. ‚I wasn't aware that it worked for SnagIt Thanks!

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32

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Re: What are your Workfront best practices? - Workfront 02-06-2022
We (as partners who implement Workfront for clients) like to use Indexing for our Dashboards and Reports - D001, D002, / R001, R002 etc... Also, we use ranges of numbers to represent different personas, e.g. D0xx might be the Planner Range of Dashboards and contain Reports ranging from R001 - R099, D1xx /R1xx might be for the worker personas - and so on. D9xx is reserved for System Admins. All of the above is flexible and can be tailored to suit your own instance. Another helpful example we used...

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53

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Re: Document Summary Sidebar - Workfront 08-04-2021
We miss being able to see the custom form from the sidebar also! This is a major inconvenience in NWE - as we upgraded our team to NWE, everyone mentioned they want the ability to see the custom form in the side panel.

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19

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Re: Adobe Extension - Illustrator - exporting as PDF - Workfront 09-12-2020
I agree, this is critical for our processes for designers as well.

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New Document Summary Sidebar view - YAY OR NAY? Have any of you been struggling with this new view? - Workfront 25-08-2020
My design team is not happy with the new document summary sidebar view. I just submitted feedback in the Innovation Lab -- please upvote it if you are having these same complaints! 1 - The design team references the document summary often and don't like the extra step in opening the document summary. is there a way to allow us to choose for the summary to always be open?2 - Approvals section no longer provides "Details" ie - who has approved it? Now we have to click into approvals and view "deta...

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5

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5

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Re: Proof Approval Reports - Workfront 29-08-2019
Thanks Kristine! Tara Carey Neustar, Inc.

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ADOBE EXTENSION - ILLUSTRATOR - EXPORTING AS PDF - Workfront 31-05-2018
Hey everybody - wondering if I can get your help? We're testing out the Adobe Extension for our Inhouse group and realized that PDF is not included as one of the export options. We use Illustrator for a lot of our artwork - print ads and event deliverables especially so this is definitely an important feature for the tool to be consistently used across the team. Does anyone know why this is not currently an option? "https://support.workfront.com/hc/en-us/community/posts/360007997913-Adobe-Extens...

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7

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Allow All users to search all components of custom forms - Workfront 05-01-2018
Currently only administrators bring up results from custom form information. My group often submits important searchable information in the custom form. For example, our demandgen group requests emails to be created and sent via a workfront request. In the custom form, they must submit a Salesforce Campaign ID. That ID is associated with the Marketo form. So, something comes up where there is a question about that Salesforce ID, it would be ideal for anybody to search within workfront to find th...

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Clients submit updates/docs on original request vs the converted project. Suggestions how to fix? - Workfront 24-05-2016
Clients submit updates/docs on original request vs the converted project. Suggestions how to fix?

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4

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