Expand my Community achievements bar.

AllisonLi1
AllisonLi1
Offline
Type
  • All
  • Questions
  • Discussions
  • Ideas
  • Blogs
Filter by user contributions
  • The "responses" grouping generally shows up when a user has used the Reply button on the assignment to send a note back to the assigner and the assigner has replied. Allison Lippert Workfront allisonlippert@workfront.com

    Type

    Questions

    Views

    314

    Likes

    0

    Replies

    0
  • How are the revised proofs being uploaded as versions? Here's what I've noticed ... If you drag and drop a file over an existing file that has a proofing workflow, then the new version picks up the original file's workflow and automatically sends out proofing notifications. If you select the file an...

    Type

    Questions

    Views

    202

    Likes

    0

    Replies

    0
  • I worked with a customer who started by having their Requesters be the project owner, but because of the limitations of the Request license, they moved the requester into the project sponsor field. Part of this was due to the notifications that are sent to the project owner -- those really needed to...

    Type

    Questions

    Views

    276

    Likes

    0

    Replies

    0
  • "Report Default" will always show in the Filter, View and Groupings fields when you write a report. That indicates those fields are picking up the Filter, View and Grouping information from the report itself. I use the "Report Default" as a visual indicator that I'm viewing the reporting as it was w...

    Type

    Questions

    Views

    251

    Likes

    0

    Replies

    0
  • You might also want to check out the calendar view on the new Home page as a way to visualize work and when it's due. Allison Lippert Workfront allisonlippert@workfront.com

    Type

    Questions

    Views

    269

    Likes

    0

    Replies

    0
  • You could use the Swap feature on the Resource Scheduling calendar. This allows you to set parameters around the work that needs to be reassigned -- certain project status, tasks assigned as a certain job role, etc. https://support.workfront.com/hc/en-us/articles/218634078-Managing-User-Assignments ...

    Type

    Questions

    Views

    283

    Likes

    0

    Replies

    0
  • It might be helpful to find articles on support.workfront.com that talk about permissions and access to the different objects in Workfront. This is a good one for starting to understand task permissions: https://support.workfront.com/hc/en-us/articles/216606898-Understanding-Task-Permissions Access ...

    Type

    Questions

    Views

    238

    Likes

    0

    Replies

    0
  • If you're not able to engage with a Workfront consultant, you might check out Workfront's partner program. We have several certified implementation partners that might be able to help you. https://partnersolutions.workfront.com/ Allison Lippert Workfront Training Manager allisonlippert@workfront.com

    Type

    Questions

    Views

    166

    Likes

    0

    Replies

    0
  • Marty is right ... A person will show up under each job role they're assigned, and all of their assignments will show up each time. That way you know how much work they've been assigned in total to help you prevent over-allocation. When you expand each task, you'll see it's assigned to the user as a...

    Type

    Questions

    Views

    290

    Likes

    0

    Replies

    0
  • Jenna, Sounds like a report showing new requests filed would be great for your workflow. We have a lot of customers who manage all of their incoming requests off a report or a series of reports on a dashboard. Some of those reports include columns in a View that show the converted item name, so you ...

    Type

    Questions

    Views

    288

    Likes

    0

    Replies

    0
Top badges earned by AllisonLi1
Customize the badges you want to showcase on your profile