@lgaertner  ProofHQ was a stand-alone product that Workfront acquired. My understanding, and you may need to verify this with someone from Workfront, is that Workfront Proof is basically how you access ProofHQ from within Workfront. ProofHQ (as you have the link in your note) is a separate product t...

When you upload multiple documents, are you clicking the button to combine them into a single proof? Or are you leaving them as separate documents? If you're combining them to a single proof, the recipients should see all the documents within the 1 proof that the "Go to proof" button will take them ...

Agree, not everyone remembers the name of the portfolio or program they need

@Kiersten_K  I think we did what you're looking for - but it's been awhile, so not positive it's exactly the same. Have you tried the "sharable link" icon on the Workload balancer and placed that on a Dashboard?  

Description - Why is this feature important to you - We've recently discovered that delegated tasks show on Home regardless of the filtering we have set. Most of us have "Not Ready" and "Completed" unchecked -- there's generally no reason for me to see tasks that are not ready for me to work on or t...

For those users that are tagged in - is the reason that the proofs never get completed because they are coming in as Reviewers & Approvers? You can set "non-recipients that open a proof" to default as Reviewers only.  I believe "non-recipients that open a proof" is anyone who opens a proof that is n...

We count the number of times the creative went out to our business partners for review by the number of business review tasks on a project. If the project requires more rounds than we have built into the project template, we have an additional template with just a task for the revisions and a task f...

@JohnSc3  at least for custom forms, this is available. Setup > Processes > Approvals > gear icon next to approvals

What it seems like to me - and I haven't tried to dig up any documentation, so I'm just guessing - it applies the first rule first and if that applies, it doesn't apply the second rule unless something changes and it looks at that task again. So I think you'd want your PercentComplete = 100% rule fi...

You may want to add 2 rules - first a rule for when a task is complete - then the rule for when a task can start   Otherwise all those tasks that were ready to start and are now complete, show the can start icon or color