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AllisonLi1
AllisonLi1
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  • Jennifer, you might be interested in taking our Introduction to Agile Work Management course that's available on Workfront Ascent. It gives a good overview of both Scrum and Kanban methodologies. Then you can take the Scrum & Kanban in Workfront class to learn how the setups and workflows work. Alli...

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  • The Workfront Training team offers the 3-part Advanced Reporting class live twice a month. The first class begins with an introduction to text mode, then you start building custom filters, views, and groupings. The live classes are great because you can ask questions and pick up tips from your fello...

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  • The Descriptive text field in the custom form was designed for this purpose. If you put text in the Descriptive Text field, then a link in the Hyperlink field, the Descriptive Text becomes a hyperlink. (See the screenshot) The hyperlink is described in step 11 of this support site article: https://s...

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  • Just curious ... How are you uploading new versions? If you drag and drop on top of the existing file to create new versions, then the original proofing information gets picked up and assigned to the new version. Notifications will go out immediately. Of course, you can always go back in and change ...

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  • I would start by looking at the Sharing on the tasks that are showing up as grayed out. That indicates to me that the people looking at the task list don't have the proper Sharing permissions to open the tasks and view the information. Check out this article on the Support website about task access:...

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  • Which color selections are you referring to? You can change the color of the global navigation bar and/or add your own logo instead of the Workfront logo. You can choose colors for statuses, priorities, and severities. Both of these options are in the Setup area and apply at a global level. You can ...

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  • Workfront Proof does not edit the document in its original format (Word, PDF, etc.). You're marking up a proof version, not the original file. Think of it like when you proof on paper - If you make corrections on a printed copy of a document, you still have to go into the file and make the correctio...

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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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  • The Training team is offering an Introduction to Text Mode Reporting class at Leap, if you happen to be coming. It'll get you started on the basics of advanced reporting and put you further ahead when you are able to take the 3-part Advanced Reporting series. The Training team is working to get the ...

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  • The new resource management solutions look at user and job roles assigned to tasks/issues. They don't look at team assignments. It's important to note that the new resource management tools do not talk with the legacy tools and vice versa. This support article shows the prereqs for using the resourc...

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