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GiselleSe
GiselleSe
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Re: Quick Tip: Customize fields in Home and Summary by using Layout Templates in the new Workfront experience (new feature) - Workfront 04-08-2022
@SarahWilkersonCA you are 100% on point with these items. I'm trying to customize the Home screen for my workers - they complain that they can't see as much as they did when we has Classic. I truly wish we had the ability to customize the left navigation of the Home screen as well as giving us more options to customize the right panel when a task is selected. In addition, I would like to be able to select multiple tasks from the left Home screen nav so I can compare multiple tasks at once. I'll ...

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30

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Re: Ability to change the routing/"Path" of a submitted request - Workfront 13-04-2022
This topic came up in the Grow Track Experience Makers event today during the Q&A session of the "Calculated Fields Everyone Should Know (and How to Report in Them!)" segment with Anthony Imgrund. The request was to change the path of a submitted issue within a request queue. As you can see it is "Not Planned" with only 590 points, however it got some buzz during that Q&A so maybe we need to make a little noise to bring it back up as an idea...?...

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Re: Bring Back My Updates for Requesters and Reviewers in NWE - Workfront 13-10-2021
Great news! My current rollout schedule has requesters / reviewers in the NWE by the week of December 13th. Has a delivery date been determined for this?

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12

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Re: Proofing - Approvers Dashboard - add filter/group/sort options - Workfront 13-10-2021
Yes to all of the above... upvoted. I would also like to be able to group proofs by the Proof Owner

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Re: Is there a way to move a proof version out of it's current workflow to create a separate proof? - Workfront 15-10-2021
Hi - yeah, I can't find a way to just move document version in Workfront. And copying only copies the document, not the proof so you lose all the comments. At my last agency, if we were going to "restore" an old version, you would go to the All Versions view in the Document Details, download the version you wanted, and then upload that as a "new version" on top. So technically version 4 and 6 would be the same, but you could continue marking up and you don't lose the history that V5 went in a di...

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11

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Re: ProofHQ Dashboard for Clients - Workfront 23-09-2021
There have been some changes to ProofHQ since this initial idea was submitted over 4 years ago, however it is still relevant today. We just started using the proofing tool within WF and being the system admin., I have access to the proofing dashboard. It is a really nice feature, however it is by default that only available to admin users unless you submit a ticket to support to enable it for in your global options (which will allow worker access level or higher users to see it). This can confus...

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Re: Give system admins an option to remove "Commit Dates" from the system. - Workfront 15-09-2021
We also agree that hiding the date does not solve the problem!

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Re: My Subscriptions - Workfront 23-06-2021
Amanda, that worked for me. Thanks for the tip!

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29

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Re: Financial Data Access/View (Expenses) - Reviewer/Work License - Workfront 14-05-2021
Yes please - this creates a ton of work for us as the workaround for us to build custom dashboards for each client where the filter is projects only for their company and then run it as a power user. They can see it this way without duplicating when you are in a single project but when you want to combine projects into a summary view and show it outside of a signle project it is a pain in the tuckus. so we basically now have tons of clone dashboards and cloned layout templates for each client th...

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40

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Re: set default planned start / completion time on default fields in queue setup - Workfront 13-01-2021
We are dealing with this same issue on the Project level. An user will attach a task template and all tasks correctly adjust times based on the default 9am-5pm schedule. But as soon as the user, who is in Eastern time zone, it defaults to 12AM local time and therefore all of the tasks are reset to 12AM ET on their respective days as well. Users in Central time then see due dates on the day before since they are shown one hour earlier (11pm).

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29

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