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KurtJo2
KurtJo2
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Re: Project template best practices for high volume of deliverables and due dates - Workfront 22-04-2022
Could you use the Integrated Campaign project blueprint to create an overall Artwork Production & Approval project, and use the issue/request process in the blueprint to input an issue for each sku then convert the issue to the 5-6 step project template? If you have Fusion you could attach a custom form to trigger all the issues to be converted to projects using the 5-6 step project template. With each SKU being attached to an issue should be able to do reporting on anything. My thoughts at leas...

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Re: Has anyone found any ways to customize WF interface so that it's visually appealing to design teams? - Workfront 22-04-2022
CeCe,If you assign tasks in the project to the agile team (instead of job role or individual name) they will show up on the Kanban. I guess the PM would still need to assign the team in the task unless the assignment can be put into the project template. Not sure I helped much 😕

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Re: User Group Follow-up (Jan 19, 2021) - System Admin Best Practices (Enablement) - Workfront 30-11-2021
Thanks, Christa. Your follow-up email about the landing pages in Sheets and putting them on dashboard resolved my overall question, this is a great idea that I'm going to copy! Kurt Jones, PMP | Manager, Marketing Technology o: 303-383-5101, ext. 131-5101 e: kurt.jones@transamerica.com | w: www.transamerica.com Transamerica 1801 CALIFORNIA ST, DENVER, CO 80202 Facebook | Twitter | YouTube | LinkedIn

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Re: User Group Follow-up (Jan 19, 2021) - System Admin Best Practices (Enablement) - Workfront 20-11-2021
Hi Christa,How did you guys create those landing pages in WF, those are slick and my users would benefit greatly from something like this, especially for onboarding and directing to reporting? Are they a series of report types used to make the colors/boxes then placed on a dashboard? I'd love to meet for 30 mins to learn more how this was done, your team is amazing!

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Re: Training materials for onboarding new teammates. - Workfront 10-11-2021
Hi Kellie,My users wanted a checklist type item they could use and tick off as they learned about our two main systems that need to use which is Workfront and Brandfolder (DAM). Managers wanted timeframes to get an idea of how long the training my take and below is what we now have. Feel free to use it if its helpful, our new users are liking it and going through the training videos to learn more.

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Re: Ability to Print or Export a Draft Request - Workfront 27-04-2021
We have need for this exact use case as well!

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Re: Multiple Selection of files - Workfront 03-03-2021
I would add to this the ability to select and email out multiple docs to a user. The share function today just gives them access to view. The use case is you want a Product Manager to review a guide and a flyer created for their project, you'd like to send both to them for review. I would also add the ability to select multiple documents with the ability to assign an approver to review/approve both documents.

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Remove pop-up message on approval notifications - Workfront 17-02-2021
If you have a lot of approvals to review and check, each time that you click approve on a task you get a pop-up that says Success! then you have to click an X to close that box. Remove the pop-up notification of Success! and the need to close it.

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Is there any way to build a report to show if a project was copied? - Workfront 11-02-2021
I'm pretty sure we have many folks copying old projects which subverts some of the processes we have in place from request through to project conversion (and the custom forms connected). I know with 21.1 we can turn that off, so I'm debating that, but I was trying to see how prevalent it was first.

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Anyone out there ever work with Red Oak Software, maybe integrating with your Workfront environment? - Workfront 08-02-2021
Looking to gather information on if anyone has ever done a Workfront integration with Red Oak software (they do compliance services on content). If so, please reach out as I would like to have a quick conversation.

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