Hi Tara!  For me personally, Companies were easier to manage, as I had a similar need (just not as many separate clients).  Will they be doing work within the instance or just opening requests? If they will be doing some kind of work and each client's work needs to be "hidden" then either separate C...

I'm glad you had fun!  (That was the primary objective. 鸞). I guess we need to do a sequel?  Or even a trilogy! 邏

And here are the last notes that Katherine shared! Two last pieces – this is the ridiculous ‘selectively link to 3 off-Workfront URLs with the company icons’ I mentioned.   The other small thing I forgot on the call is what to do if you’re playing in text-mode and wind up locking a screen. If you wr...

And here’s the Queue Mgmt report + Task text mode:   displayname=Request Routing Settings (if no Sub-Topics available) linkedname=defaultRoute valueexpression=concat("Team: ",{defaultRoute}.{defaultTeam}.{name},"\\u000A","Person: ",{defaultRoute}.{defaultAssignedTo}.{name}) valueformat=HTML   displa...

As promised, here is Katherine's Team Overview text mode sample to start:   displayname=Active Members (Last Login Date)  listdelimiter=<br>  listmethod=nested(users).lists  shortview=true  type=iterate  valueexpression=IF({isActive},IF(NUMBER(DATEDIFF({lastLoginDate},$$TODAY))>-180,CONCAT({name}," ...

Welcome to the latest Expert Insights!  I’m Cynthia Boon, your “On-Demand” Workfront CSM and for this episode we have Workfront Text Mode Jedi, Katherine Lanning @KatherineLa, Workfront Solutions Engineer from IQVIA!  During this episode, Katherine shares her story, her passion for all things Text M...

From defining your “Why” to delivering a winning pitch! Your Workfront instance delivers value every day, but are you sharing that story in a way that gets the recognition, support, and resources you deserve?  During the workshop , we worked through slides together to create a customizable deck to h...

Huge thanks to Heather MacDonald, (HMac!!) for sharing how her SNHU team navigated out-of-the-box (OOTB) challenges and used Workfront Planning features in creative, unexpected ways to drive visibility, alignment, and better decision-making in Marketing Operations. From unique portfolio setups to in...

Yay!  Kurt always has the BEST tips! And I asked about the recordings, and it takes about a week for them to separate all of the sessions into individual recordings so hopefully we'll have them early next week at the latest!

Hey Workfronters!  As promised, here is the combined list of Q&A (from both the pod and the chat). Hopefully we'll see you at the next event! Do we have an option to upload documents and proofs within records?  Not currently, but it's on our roadmap. For now, we recommend using AEM Assets connection...