Hi Mary (and Doug), The only minor trick I have there is to add the Project: Status Icons column to the Task report. That would allow her to click the 'Note' icon to be taken directly to the Project Update page. Not fully ideal, but the least number of clicks. Katherine

The wonderful thing about Workfront is there are often half a dozen ways to accomplish something. The drawback to Workfront is there are often half a dozen ways to accomplish something.  Security is often the culprit to weird behavior like you saw, just a matter of tracking down WHICH particular s...

Sure thing. To start, with those two columns in my report, I get a result like the below - snipping a sample from a single user. Their Home Team is Q: Coding Services, and then their entire list of teams inclusive of the Home Team also has the Q: Global Coding Svcs To start - merging two columns tog...

I wondered about that after I hit send actually. The documentation on personal tasks does say it's 'available only to you'. As an admin, you can see anything, so you're still able to access them. If I look at a personal task I created myself, I do see the Sharing ability which indicates that securit...

Your answer to #2 is your culprit to start - a task created by an individual user to themselves via My Work won't show up in reporting the way that an ordinary project-based task does. Try adding one more filter grouping that looks like mine below. That should get you any incomplete 'Personal' task...

Hi Cliff, One individual can only have a single 'Home' team, though many 'Other Teams' as needed - similarly true for Groups. I'm not sure what base report you're building off of, but in a User report you'd select Home Team -> Name to get a column with their assigned Home Team name, and you'd select...

Hi Chris, A report like you're describing should certainly be possible given a Reviewer security level. I typically describe that as the 'look but don't touch' level, and simply viewing task assignments would fall within that realm. There are a handful of disparate things off the top of my head that...

The one caveat to using the 'Automatic' setting is that it can lead to user frustration if they have a project marked 'Complete' but need to go back and add a forgotten task. They'll get stuck in a loop where they set it to Current, and Workfront will immediately mark it Complete since all the exist...

Hi Nadia, There are a number of different settings that could cause challenges with doing that. The most common is that the person trying to convert the Task does not have Manage access to that Task. If that doesn't help, can you share a screenshot or the error message that you get when you attempt ...

Forgot my attachment, the 'email test' field shown below is referencing a simple paragraph text field elsewhere in the project form. In that field, I keyed a valid email address. When viewing the form, that email then became clickable and opened an Outlook window accordingly.