Add a "descriptive text" field and then enter in the hyperlink for where your excel sheet is saved. I've attached a screenshot of our field settings. The 'label' doesn't matter - it doesn't show anywhere on the form. The 'descriptive text' is the text that users will be clicking. The 'hyperlink' is ...

Hey Michelle, We have a link in some of our requests that downloads an excel spreadsheet. For this to work though, you need to have the excel spreadsheet stored in a public place. I'm not sure that would work for external clients? We have ours stored on a SharePoint site that everyone has access to....

Hey everyone, With the new functionality to add a default custom form onto every new task in a project, we've found that the required fields on the custom form don't need to be filled out when you use the "Add More Tasks" button at the bottom of the project. Has anyone found a way to enforce the req...

I think this is the idea that was being referenced: https://experience.workfront.com/s/idea/0870z000000PSV8AAO/detail Not planned :( Kirsten Heikkinen Trek Bicycle Corporation

Hey @Dustin Martin - any reason this isn't on the known issues page? ( https://experience.workfront.com/s/article/Known-Issues ) Or am I misunderstanding what the known issues article is used for? Kirsten Heikkinen Trek Bicycle Corporation

Hey Michelle, Did you see this article on the experience site? https://experience.workfront.com/s/article/Importing-Data-into-Workfront-via-Kick-Starts-1601598108 Kirsten Heikkinen Trek Bicycle Corporation

Goals in the business case of a project right now are sorted alphabetically. We'd like them to be sorted in the order they are entered.

Hey everyone, When a new team member joins one of our teams, the project manager mass shares all the current projects with that new member. However, this doesn't make the projects show up on the Projects I'm On tab. The only way our project managers have found a way to get the projects to show on th...

This is still happening for us. We've noticed that if a task has a milestone attached, removing the milestone allows you to move the task without the error. Similarly, if a task doesn't have a milestone attached, associating one with the tasks allows it to be moved. Maybe a work around is just makin...

Hey John, I don't know that Workfront can text you, but have you downloaded the Workfront mobile app? It can send push notifications. Kirsten Heikkinen Trek Bicycle Corporation