Did you ever figure this out? We are having the same issue now with automated workflow and I am trying to figure out how to bypass previous stages rather than restarting the review process all over again.

I agree with Jennifer - our agencies have been working with our programs for years, so they're pretty in tune with our needs and we worked with them to build out the processes we currently have so it would best embody as well as improve the work they do for us.

Hi Kyna! We use outside vendors for the creation of almost all our marketing pieces, so Workfront is crucial to the approval process for us. I don't know if that's exactly the situation you're looking for, but I would say the biggest help is to set clear processes for how you want the work done with...

Thank you @Skye Hansen‚ and @Doug Den Hoed‚ ! I will look into both of your suggestions and see which one works out best for the metrics I'm tracking. I appreciate it!

Hi Doug, These are document approvals; there several metrics I track manually for each project, but this one in particular deals with how long a piece has been on a specific reviewer. Our process allows five business days per reviewer, so I track that currently in an Excel sheet by putting in the da...

Hello! When you go to add a new item to the calendar, and you click on "Advanced Options" underneath the field that pops up, it will take you to the pop up screen for more details. There you can just click on "Projects" rather than "Tasks" and then use the drop down box to select how you want to c...

I know you can create an issue within a task that can be marked as complete once a task in another project as complete (though it wouldn't automatically complete out that first task), but I don't know that I seen two tasks linked in that way. Don't know if that helps, but it might be a starting plac...

We used automated workflows for a while, but found it wasn't quite what we needed for our work so we switched back to adding people to proofs manually. In our process, if someone marks the proof "Approved" or "Approved with Changes" we continue it down the review process (unless the reviewer notes t...