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RhondaTriggs
RhondaTriggs
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Retain issue priority when converting to a project - Workfront 24-02-2021
When converting an issue to a project, it would be helpful to retain the priority level of the issue after conversion rather than having to manually set it each time

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4

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2

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0
Custom Form Entry Date - Workfront 05-02-2021
I am able to report on WHO entered a custom form but not WHEN that person entered it. It would be most helpful to see a record of date/time that a custom form is created to help identify which is newer in the system as opposed to which one had a last update. That does not always guarantee it is the correct and newest form version. It is cumbersome to go through a form with hundreds of fields to find the minute changes just to figure out which is the original version. Of course this could have be...

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5

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6

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0
Re: Save text mode columns and groupings for future use - Workfront 29-01-2021
I know this is an old post, but I wanted to throw something out there. I created a project for text mode reporting examples. I name the task according to what the text mode is for and group the tasks under parents named according to the topic (ie Projects, tasks, requests, users, etc)I then paste my text mode in the update feed and add the names / links to reports where I have used in the description. I display all of this on a report to easily see text mode topics (parents) with specific subjec...

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6

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0

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0
Track changes to user profiles - Workfront 28-01-2021
It would be nice to have an easier way to report on or at least see an audit trail of all changes to a user's profile set up such as layout template, proof access, auto generate proofs, and other settings not controlled by the average user.

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5

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4

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Re: Comment to win! What are you working on? - Workfront 27-01-2021
We have several large initiatives happening as well. Here are some of the most exciting: an auto-send of Mailchimp survey to the primary contact upon closure of their request to gauge satisfactionauto-send of status update emails at each milestone of a projects lifecycle to keep stakeholders up to date on progressWe just kicked off our first COE session this month! I am fairly new at this company and finding all kinds of ways to optimize and expand Workfront in so many areas. I am sure you all k...

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54

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1

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5
Outlook add-in for use with shared 365 Mailboxes - Workfront 06-01-2021
It would make sense and be very helpful if a team that shares a mailbox to monitor emails for their team, could submit those request to Workfront from that shared inbox. Currently, our teams are forwarding the emails to their primary inbox to use the add-in OR manually entering a request into Workfront based on the email received in the shared inbox.

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7

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9

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Re: What email notification settings are no longer available in WNE?? - Workfront 12-11-2020
Hi, Anthony. Thank you for your advice. That was it! I always forget to check there

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8

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Re: Is there a way to lock down a document approval once it is approved? - Workfront 12-11-2020
If you are using advanced proofing, you may set the stages to lock automatically based on certain criteria. If you are not using that but simple doc approvals, you can try the "Check Out" document feature. I see in Workfront One that it says "Check out a document: If you have manage permissions to a document, you can check it out to forbid certain actions on the document. " However, it does not specify what action are forbidden but it may be worth a shot!

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8

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1

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0
Re: Call for Speakers - System Admin Best Practices User Group - Workfront 12-11-2020
Definitely! I love your knowledge sharing groups!

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16

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Can you have too many Programs? - Workfront 12-11-2020
Hello, everyone! I am new to my company and still getting acclimated to the WF configurations and have experienced slowness and issues with reporting on the 1200+ programs in this system. I am curious whether anyone else is u sing programs to this extent and whether you have experienced issues? Thanks!

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5

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1

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0