Prevent issues/requests from being converted into tasks/projects:I would love for a setting that completely prevents users from converting certain request types (ones I select as an admin, not all requests) into projects? Despite our attempts to educate users on specific work processes, some users c...

Further to this, I am also interested if the behavior to intentionally not send empty reports is there, but with a follow-up question to the group: I want to set up a weekly automatic report delivery to multiple recipients that would only send the report to the specified users IF Assignment contain...

Our focus in Q1 is piloting a campaign management model using a new campaign project template with embedded request queues, and expanding the user base with our regional marcomm teams across the globe!

Hi Heather,Jumping in late here - just wanted to share that we also use this functionality that Samantha shared (we have request queues within our project templates that have custom forms attached, routing, etc. - basically simulate the main Requests area) - but it was quite an undertaking of learni...

Hi Anna, Thanks for taking the time to meet with me the other day to talk in depth about how we're using Workfront with request queues embedded in our project templates, and to also get my feedback on the request queue redesign. Re: New requests, I don't really like change for the sake of change, an...

Hi Jill, You can also embed request queues in project templates, or in individual projects for that matter, by setting up the Queue Details, Routing Rules, Queue Topics and Topic Groups (if applicable) from the left panel of the project or project template. If you do not see these in the left panel,...

Would the Custom Field Validation include Numbers? We have fields for department number and accounting codes that should be an exact number of digits, and though we specify in the Instructions ("enter the 7-digit department number"), users neglect to follow the instructions. Not a big deal, but woul...

I second that, Anthony. We recently set up "mini request queues" in our project templates as well with great results and an improved process! We did the same thing with reporting so that the report now filters for category ID (custom form) rather than the request queue.

Hi Kyna, We started using Workfront with external marketing agencies last year (a few select agencies with Review license to allow for content creation workflows via proofing) and this year expanded the number of agencies and upgraded them to Work licenses to allow them to receive New Work Requests ...

Our users have a habit that's hard to break in which they will continue to update an Issue that's been converted to a Project, rather than update the Project. They just don't realize the difference between the two objects, and I realize part of it is ongoing training even though this has been commun...