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KatherineSt
KatherineSt
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Re: Creating a new request from inside a project? - Workfront 12-08-2022
Hi Elena, I see that routing rules work in order to request an issue within a particular project. The issue I am running into when I do this routing of issues is: when the issue is logged within a particular project (and then routed to the appropriate queue/team) it is no longer shown as a pending issue within the project I requested the issue from - my requests tab says 0, even though the issue was logged. Is there a way to have the issue show up as pending within the project while still being ...

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31

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Re: COPY DOCUMENTS - Workfront 02-03-2022
another user posted this idea - https://one.workfront.com/s/idea/0870z000000XhWtAAK/detail still a bit down in the list, but this would be so helpful! I know we can move documents, why can't we copy?

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28

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Re: Linking Issues to Portfolios Via Custom Form Field? - Workfront 16-07-2021
Hi Bill, Yeah, that's what I'm running into. I was hoping for a clever way to trick it, or somehow make the Portfolio see the Issue as belonging to it but I've had no luck thus far. The only viable option I'd come up with involved creating a Project under each Portfolio that did nothing but house completed Issues once they were closed out, with the idea of using Fusion to catch the closure and auto-transfer from the queue to the holding project. That seems like way over-engineering though, and w...

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13

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Re: Text Mode - Links to External URLs by Logo - Workfront 30-04-2021
That's pretty cool, thanks!

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9

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Re: Scenario Design / Management - Best Practices? - Workfront Fusion 2.0 17-05-2021
We've put together a couple of monitoring scenarios that track potential incorrect and high-impact/high-value errors and notify those affected and a Fusion admin when it happens. It's hard to know where issues will arise, but if you start with a couple worst case scenarios and monitor them, over time you may be able to identify the trouble areas and build specifically to those issues. Another thing we have done is implemented custom fields/forms just for tracking purposes for certain processes. ...

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11

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1

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Re: Mass Update 'Is Done' for Completed Project Tasks? - Workfront 16-02-2021
Hi - I totally remember that frustration. If the task owner wasn't the one who completed the task or issue, it stayed. Not sure your reasons for staying in My Work, but I wanted to let you know that the issue was fixed in Workfront Home. Maybe with the transition to NWE, you can use that to switch to Home and then you have a great "What's in it for you" item saying that this isn't an issue anymore.

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7

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Built-In Custom Field Impact VIew - Workfront 02-11-2020
With hundreds or thousands of custom fields created within Workfront, management of them becomes important to ensure data integrity and consistent capture of business information. Regular reviews to see what is being collected, where and how it's being used by the business are an important part of this process. While it's possible to get a rudimentary look at the views/groupings etc that utilize each field via text-mode, it is ugly at best and difficult to work with non-admin users on understand...

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5

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Allow Time Entry To Portfolios and Programs - Workfront 20-10-2020
Understanding how many hours a discrete task tasks is helpful, and understanding the overall time a PM spends managing an individual project is as well. Both of these are natively supported already. We also have meetings, internal or with clients, to discuss the progress for overall programs and portfolios where we want to record that information against that program/portfolio but not necessarily any particular project itself. I have workarounds with dummy projects/tasks, but it would be nice to...

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6

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2

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Show Document File Path? - Workfront 18-06-2020
Does any one have suggestions on how to show a breadcrumb display or other information that would help a user locate a document within a project either while searching or from the document itself? We have a stock set of nested folders that come with each of our project templates that sometimes get nested fairly deeply with client iterations. A drag and drop error can make a file difficult to locate, and I've had a handful of Support tickets filed with me saying that Workfront is 'deleting docume...

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9

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Re: Creative Ways to Consolidate/Track Update Feeds - API? - Workfront 28-05-2020
Hi Katherine, In addition to Bill's fine example, in case you or your team appreciates visualizing such conversations, I invite you to check out this post about The Scoop (which includes a video). Regards,Doug

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