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KirstenHe
KirstenHe
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  • Hi Kimberly, Are you trying to report on the date the status changes? You might find some helpful info in this blog post. Kirsten Heikkinen

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  • Hi Andrea, You can create a program report and have the only filter be Program > Category ID = [your specific custom form] Kirsten Heikkinen

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  • Hi all! Please upvote this idea: Add Templates to Projects in Bulk By selecting multiple projects and clicking "Edit", we should have the option to add a project template to all the projects selected. Use case: we have many projects that all need one task added to them. Instead of adding the task ...

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  • Instead of using Assigned To > Department (first filter in the screenshot), have you tried using Assignment Users > Department? Assignment Users should find tasks assigned to users who aren't the task owner. Kirsten Heikkinen

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  • Hey Laura, What criteria specifically are you using in your filter to pull "tasks only containing these departments"? Kirsten Heikkinen

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  • Hi Kimberly, When creating/editing your custom form, do you lay any fields side by side? In the form editor they won"t appear side by side, but when you preview the form, you"ll be able to see. Kirsten Heikkinen

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  • Curious to hear what others might be doing, too! We just create a report and bulk reassign existing projects/tasks/issues/etc. Where is gets tricky for me is when we need to update a routing rule so a request goes to the correct person during a vacation. And then it's easy to forget to switch everyt...

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  • Hi Erica, I've recently finished a project using Workfront's API and pulling hours/time data into Power BI. If you have any questions in the future, feel free to reach out to me! Kirsten Heikkinen

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  • Hi everyone, Please upvote my idea to make using an "OR" clause in filters easier! Custom Rule Logic More details: Suppose I'm creating a report and I want the following to be returned: Criteria A AND Criteria B OR Criteria A AND Criteria C OR Criteria A AND Criteria D Right now, I have to w...

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  • Hey Jenny, Have you had the user try a different browser or clearing their cache and cookies? Kirsten Heikkinen

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