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AnnaDe
AnnaDe
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  •  in Workfront Ideas 2/16/21
    It would be nice to have daily late proof reminders. I know a late proof reminder goes out one minute after the proof is due however that is the only reminder. It would be great if the system sent out a late proof reminder daily to those who have not reviewed the proof yet. Or at least have an optio...

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  • Thanks Jill for your time today. I went through and did a global update to make sure all settings are the same on these users. Sounds like I should put in a help ticket. Anna Deike Gustavus Adolphus College

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  • That is interesting that you say this because the people I have as "clients" are all Reviewer licenses. And your statement above is not what is happening for me. About 20 of my 200 "clients" show up in this spot when I was testing the how this works. And they are all Reviewer users. Anna Deike Gusta...

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  • Jill, So I have been trying to give access to all the people who have a role of "client" to be able to do this but not everyone who I have set up as client shows up. Can you guide me to the place I add client to people so they show up on a client list in the project? Thanks, Anna Anna Deike Gustavus...

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  • Thanks Jill this was helpful! This will save us a ton of time when processing requests into projects. Now all I have to do is figure out how to give the correct people access to the projects because I don't have my templates set up correctly. :) Anna Deike Gustavus Adolphus College

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  • I have been wanting this for years! We set up all our projects through templates with job roles and have never know about this. I went into a project to test this and I can't find where Scheduling/Actions are. Can you guide me through the steps to do this task? Thanks, Anna Anna Deike Gustavus Adolp...

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