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AllisonLi1
AllisonLi1
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  • When we teach and talk about templates in our Training classes, we talk about them as starting points for a project. I tell my class attendees to make a template for how a project will be 90% of the time, then just modify the project for that other 10% -- add tasks, delete tasks, adjust durations, u...

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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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  • 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

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  • 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...

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  • 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...

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  • "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...

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  • 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

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  • 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 ...

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  • 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 ...

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  • 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

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