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BrandonNW
BrandonNW
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  • Hey guys... We have recently developed a need for this functionality with our PM team. I have the dash set up and embedded into the project layout, but I am not having success with the requests showing as issues on the actual project rather than the queue project. It sounded like, from the statement...

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  • We have had some users express the need to edit comments and tag users in the approval comment box. I found a similar idea in the lab and wanted to try and get some traction on this one. Thanks!https://one.workfront.com/s/idea/0874X000000oNmNQAU/detail

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  • We have a few managers that really leaned hard on those tabs in classic view (Accomplishments and Working On, from the People Tab). I have created dashboards that essentially do the same, but I was wondering if anybody has ran into this and has their Team leaders leveraging other tools now in NWE. E...

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    NWE
  • I would add in the ability to tag users would be great here too!

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  • Thanks Skye! The second user in this scenario does not want to open the project at all, so I am trying (and failing) to give her a dashboard view with all relevant information on one line. Basically, I am looking to show the second user the "ready to start" task and the notes associated with it in ...

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  • Oh lord... I have embarrassed myself. I was looking in a user report and not a project report where that field exists for us.  But, what I meant was a reference, yes. When referencing a typeahead you get a string of data:{"objCode":"USER","name":"Emily Petroff","ID":"5d5aa23701108d9615f6268381daf8a...

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  • Nicely Done @Nichole Vargas‚ ! Nick, I attached a deck I picked up from a LEAP conference some years back that explains the EXISTS filter in pretty good detail, which may be helpful for future filtering. Also, not to steal this thread, but I am wondering if there is a solution for simply adding a ty...

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  • Although this is a handoff between two project team members and not the PM to a team member, I think that will still be the solution. I literally just showed this user that function this week, so she probably hasn't explored it yet. I will make that suggestion. Thanks again!

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  • Hmmm. I would have thought for sure that was the trick there. My apologies. So, we can use typeahead field, but we cannot report on them?? That seems silly, but yea, I cannot get mine to work either. It recognizes it in the calculation field, but nothing pulls through on a form or report. There has ...

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  • Yeps. That is as far as I got as well. You see the issue here though. If this person isn't the last one to leave a note, then her note is lost, or at least not seen on this dashboard. I could maybe do the task last note and just have her make sure to leave her comments there instead of at the projec...

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