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AllisonLi1
AllisonLi1
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  • It depends on where you're making changes, what you want to undo, etc. If you're working on the task list in a project, you can turn off Autosave (with the switch on the right) and start making changes. Then you can undo back through those changes. But it does depend on where the change was made. If...

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  • Regarding the proofing ... There's a setting in each User's settings called "automatically generate proofs when uploading documents." Just make sure this is unchecked. If you're not able to change it for your users, you might need Workfront admin permissions. Allison Lippert allisonlippert@workfront...

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  • Erica, We use Workfront here at Workfront for all of our professional service delivery projects, and our customer success managers use it for various things. The training team (which I'm part of), uses it whenever we create a deliverable like a video or guide. I'm guessing that somewhere in your Wor...

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  • There's a section of a support article that makes a suggestion of how to handle deactivated fields: "https://support.workfront.com/hc/en-us/articles/216668948-Managing-Custom-Forms#deactivating%20a%20custom%20form">https://support.workfront.com/hc/en-us/articles/216668948-Managing-Custom-Forms#deact...

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  • My name is Allison Lippert, and I help coordinate the Administrator Boot Camps along with others on the Training team here at Workfront ... Aubrey Hayes, Chris Knittle, and Isaac Etter. A seat at the boot camp is $1,000. You can register online and pay with a credit card on the "http://lp.workfront....

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  • You also may want to check the Sharing options on the project templates themselves. "Template sharing" means the users listed can use the template to make projects. "Project sharing" (on the template) means that when that template is used to make a project, the users listed will have access to the p...

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  • I agree with Eric and David ... The newbie's managers need to emphasize that Workfront is the system of record at their company, so the newbie should complete the training and commit to getting to know Workfront as well as he/she knew MS Project. I find the reason most new employees complain about W...

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  • Generally the project owner is the person in charge of planning the project timeline, making task assignments, and tracking the work on the project to ensure it is completed on time. A project sponsor tends to be an internal executive sponsor, or sometimes even the person who requested the project. ...

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  • We use proofing every day on the Training team here at Workfront. It's a vital part of several of our workflows. As someone who came from doing all proofing on paper, Workfront Proof has been a lifesaver! Things get proofed faster, so my work gets done faster. Training on how to use the proof viewer...

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  • This one-pager on task successors on reports is available on Workfront Ascent. It shows how to display the successor task name and reference number. Allison Lippert Workfront

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