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J_Mas
J_Mas
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  • Is there a way to edit a project's Schedule Mode from a report?There are times when I'd like to switch the Schedule Mode of several planned projects from "Start Date" to "Completion Date". It's a lot of clicking to have to navigate to each project individually and switch the Schedule Mode. I've crea...

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  • I have a Kanban Board setup with a Dynamic Intake filter. The general function of the filter is as follows:Task: Assigned To ID = Specific TeamProject Status = In ProcessTask Status = New or In ProgressTask Can Start = TrueThe filter functions as intended with new cards (linked to project tasks) pop...

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  • I'm sure this has been asked somewhere else, but I couldn't find any post(s) that mentioned it. Are we able to access data from the Portfolio Optimizer to include on a report? Specifically I'm trying to access the "priority order number". I'm not sure if that's the actual name of the field. I've out...

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  •  in Workfront Questions 10/30/23
    Has anyone else experienced this issue? My existing Kanban boards (with Dynamic Intake) stopped populating new tasks with the 23.10 update. I've tried completely rebuilding the intake filters, but still no tasks will populate the intake column.

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  •  in Workfront Questions 10/26/23
    I have a Kanban board setup to view tasks as cards. The cards are all connected to projects.If I add a comment to the card, I can see the comment in the Comments section of the card AND in the updates section of the task (back in the project itself).However if I add a comment within the Updates sect...

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  •  in Workfront Questions 10/25/23
    Is there a way to see who changed the name of a Project (and/or Task)? This information doesn't seem to be captured in the Update feed of a Project (and/or Task).Ideally I'd love to be able to see who changed the name, when they did it, and what the project (and/or Task) used to be named.Any ideas?

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  • I have a few Radio Button (Yes/No) fields that exist at the project-level on a custom form. The same fields exist at the Task-Level on a different custom form. Not all tasks have this custom form, only tasks where it's relevant.My question is, Is it possible to make the task-level values default to ...

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  •  in Workfront Ideas 8/17/23
    Description - Checkbox and Dropdown fields currently allow for the entry of single or multiple values by the end user. In these instances it would be beneficial for the admin to set a minimum and maximum number of required choices.Why is this feature important to you - Having more control over the t...

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  •  in Workfront Ideas 8/17/23
    Description - On a custom form, checkboxes, radio buttons, and dropdowns all have an option to "Hide Choice". This feature allows admins to hide specific choices on the form. For instance, a field called "Pets" might have 3 choices: "Bird", "Cat", "Dog". By selecting the "Hide Choice" option next to...

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  • We have a custom checkbox field on our intake (request) form, and the field has about 40 different choices that can be checked off/on. We are also using this field on another intake form and would like to only show a subset of the choices on that second form. Is there a way to do this?I've tried the...

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