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EricaFo
EricaFo
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Re: Comment to win! What are you working on? - Workfront 29-01-2021
@Rhonda Triggs‚ - I would LOVEE to know more about this! Our customer onboarding team uses Workfront for projects and right now, they manually send the post onboarding surveys and I would love to have this automated for them.

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91

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How does your company complete QA work in Workfront? - Workfront 07-12-2020
We are a professional services team that is completing work based on deliverables. We used Workfront to track work that is being completed within projects. We are looking to implement a QA process in Workfront based on work done by our teams. Does anyone currently have a QA process built into their workflow? Appreciate any and all ideas/help. Thanks,Erica

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22

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1

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3
Re: Your experience with the SharePoint -- Workfront integration - Workfront 07-10-2020
Hi @Audrey Lai‚ - I commented on a similar post with our experience using OneDrive (https://one.workfront.com/s/question/0D50z00006ZXi5TCAT/does-workfront-documents-section-allow-you-to-do-realtime-updates-similar-to-sharepoint-currently-the-only-thing-i-can-do-is-download-the-document-update-it-and-then-reupload-the-document-if-not-are-there-plans-to-add-this-feature)

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28

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Re: User Group Follow-up (Sep 29, 2020) - System Admin Best Practices - Workfront 01-10-2020
Same, happy to provide feedback as well. 😊 I would also love to see examples of how other admins send out the comms to their teams. @Monique Evans‚ @Anthony Imgrund‚ @Sheri Whitten‚ 😁

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64

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0

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1
Re: User Group Follow-up (Sep 29, 2020) - System Admin Best Practices - Workfront 01-10-2020
Someone had mentioned giving the managers admin rights to login as a user in their team/group - can you point me to where this is setup/how to set this up? Thanks!

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Re: When do projects drop off of timesheet? Is it dependent on the entire task (assigned to multiple folks) being closed or the overall project being closed? Or does it drop off when the person closes their portion of the task? - Workfront 01-10-2020
Hi Maria‚ - it depends on the settings you have for timesheets. The admin can select the timeframe for how long tasks/projects stay in the timesheet. We have ours set for 3 weeks so tasks and projects stay on the timesheet for 3 weeks based on the projected completion date. This article explains it (probably better than I can), but here is a snippet from the article. Hope this helps!Erica

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15

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User Document Default Sharing Permissions - Workfront 01-10-2020
Hey Everyone, Happy Thursday! We are using users profiles and specifically the document section to house OOO notes. This helps everyone on their team see their notes when they are OOO to help ensure everyone has access and have eyes on the information vs it living in someone's email (and keep users in workfront). The problem is, when people upload their document into their user document section, it defaults to private and no one else has access to it. I would REALLY like to avoid asking users to...

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26

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Re: User Group Follow-up (Sep 29, 2020) - System Admin Best Practices - Workfront 29-09-2020
@Monique Evans‚ mentioned that they have a user "deactivation" dashboard and checklist. I would love if you could share examples of what this includes or if anyone else has something similar. 😊

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64

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Re: Portfolio - Templates? How do I make sure that a custom form is always attached to a new Portfolio - Workfront 28-09-2020
That is a great question. Right now, as the admin, I manually create all of the portfolios for that exact reason. I know that if I let the users create their own portfolios, they will not add the custom form.

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18

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Re: Bulk approving hours - Workfront 24-09-2020
@Anna Welsh‚ - Are the PMs able to approve timesheets or do they each have to approve their own projects hours?

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37

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