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TimGr1
TimGr1
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Re: Send Dashboards Like Reports - Workfront 22-10-2021
Can't wait to see it. I am in desperate need of this feature to get some strong adoption of the tool. I can do so many things with this if it can be auto delivered by WF to internal and external resources. I have a weekly status report for projects just ready to go for this effort. For now I print it to save to PDF and then email the file. If I can auto send, AND, if it can allow you to set page breaks so that the data looks a lot cleaner (not sure if that's possible) that would be great. If all...

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Re: Bold, Color, Italics, Highlight, Underline Options on Custom Forms - Workfront 27-08-2021
I would also add strikethrough capabilities. Essentially as I'm typing this comment, the box that's made available here and the fonts, buttons, size, color, conditions, images, links, justification on the page, indent, etc etc... take this functionality and add it to the status update field throughout the application and especially on custom fields that involve free form text. With the new custom field that exists that does richer text, some of this is available today, but everything on this pag...

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Re: New Features: Bold, Italics, Underline in Custom Forms (Text Field with Formatting) + Clutter-Free Kanban Board - Workfront 11-08-2021
Hi @Jeremy Flores‚ , With the new field, I tried to use bullets and numbers but it wasn't let me know tab in for sub bullets while doing in-line or in the custom form that the field is mapped to. Is there something I need to set when using this custom field type to do this, or it's just not possible right now and a system limitation? Thanks, Tim

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Re: How to view a current projects report list as a Kanban board - Workfront 02-06-2021
Hi Melissa, For me, I’d like to see projects at a card view and to get simple status of where a project is at and inclusive of some of the items you’re mentioning. I can do it at the report level and use system and custom fields and conditions, and sometimes even some cross object items that play into that, but resources like kanban in my org so seeing originally if the functionality existed. Honestly, I’d be fine also with the portfolio optimizer but that feature / functionality from what I see...

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Re: Ability to report on issues, tasks, and projects together in one report - Workfront 01-06-2021
I voted up on this idea, excellent idea. It would remove so many barriers to be able to cross object report on these 3 items alone instead of having to a bunch of different reports that I have to put into a dashboard that I can‚Äòt deliver automatically (some resources we can get into WF to review it, some we can’t so I end up rarely using dashboards - I have added a dashboard to Teams though with the website app integration and that’s been a good use thing, but this is idea is way better ).

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Re: Ability to report on issues, tasks, and projects together in one report - Workfront 01-06-2021
I voted up on this idea, excellent idea. It would remove so many barriers to be able to cross object report on these 3 items alone instead of having to a bunch of different reports that I have to put into a dashboard that I can‚Äòt deliver automatically (some resources we can get into WF to review it, some we can’t so I end up rarely using dashboards - I have added a dashboard to Teams though with the website app integration and that’s been a good use thing, but this is idea is way better ).

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Re: How to view a current projects report list as a Kanban board - Workfront 01-06-2021
Hi Victoria. Yeah, we’re in a bit of a same bucket. We’re experimenting with creating a project to house an inventory of projects and then from a task level to kanban board (the task acts as the project) so we’ll see how that goes. I’m also looking into Analytics to try out some items there since it has status elements involved. I’ll add it the suggestions area, maybe people will up vote it. :). Thanks for the reply back. If I come up with anything, I’m happy to share it your way.

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Re: How to view a current projects report list as a Kanban board - Workfront 26-05-2021
Hi Victoria. Were you able to find a way to do this to see projects naturally in a kanban board? We’re kicking around different ways to view our portfolio and wanted to see how people respond to a kanban board if that helps them to view the programs / projects going on.

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Re: Weekly Status via Last Condition Note - Workfront 05-04-2021
Hi Tami, I wanted to see if you're still available to show how your team does weekly status reports? I've been playing with a way to export to PDF a custom form but it doesn't look right and has no colors that I can bring in so the report is very "vanilla." I also can get certain elements of our Word version of our weekly status report but because of cross-object limitations, I can bring in project info but not issue info kind of thing. I've also tried a dashboard with several reports which show...

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What field(s) do you use in a task or issue View to show the last update? I've used both "Last Note" and "Condition Update" but each has their limitations that I'm looking for some advice on what works best - Workfront 23-03-2021
If I use Last Note, it gives me the latest update available on the project, but I also like to include Last Update Date and Last Updated By so that means now I have 3 fields which takes up space (trying to limit the amount of fields in a view to the absolute need items). If I use Condition Update, it only shows those updates based on who's assigned and gives me one field with date, person, the update, and the visual condition indicator, but doesn't necessarily match the "last update" as above an...

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