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  • Just want to follow up with this comment. According to everything the OP has posted in response, the sum total of the ask is:    * they want a project report * they want due dates of a task * they want to see task assignees * they want this to be editable   This is not possible at this time. 1) in a...

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  • 1) When you create and submit a request in the request area, via a request queue, please note that the request queue itself is ALSO a project. Therefore if there is no other project specified, the submitted request lands in the request queue. For best practice, I advise my users to specify a differe...

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  • Let me see if I can back you into an answer.   If I recall correctly -- and reading between the lines of your post -- usually the limitation is placed on the Contributor license, and when the limit is exceeded, Workfront will automatically upgrade the user to a Light license.   I'm also wondering if...

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  • you’re providing a link to documentation that only applies to the “standalone” version of Proof (this is a separate product from Workfront core). It’s possible that you can create a copy of the file and hence the proof but equally likely that there’s no functionality that can create copies of the ma...

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  • That isn’t how Workfront works. I asked chatGPT and it had a number of options including a Power Automate option and something from Make. So I would encourage you to work with that (emailing the file and using an external automation to store it in your folder), or Fusion which is Adobe’s automation ...

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  • I think you just need to include the parent name as a column on your task report and then group by task name.

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  • smartsheet is a closer equivalent to excel for sure. Would they be willing to show you what they were doing in smartsheet? I just feel like this is on you to create an equivalent view in workfront that they can export as an excel file and we could maybe leave xml out of this. I mean, I don't know sm...

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  • Can you share what you're trying to accomplish? I'm just curious about why you're choosing to export an XML and then open it in excel. What are you trying to get? Why would you not open the XML in microsoft project, or why would you not export the excel of the project instead, as a kickstart (or som...

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  • I'm currently working on something similar at work -- one field that would indicate a changing list of choices based on whatever the primary custom form is (the custom form at the top of the list if you have more than one custom form).   The way it would work for me, would be to make it an external ...

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  • My last column isn't getting cut off, but might be due to my report being narrow enough to fit within the confines of the dashboard. I would probably say not a lot you can do other than to:   1) review the content in your report and make some hard choices. Also consider merging your columns in order...

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