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LinnieCi
LinnieCi
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25

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Allow Advanced Customization for Event Notifications - Workfront 08-09-2022
Currently, we are able to create email templates to customize Reminder Notifications, but this same customization isn't available for Event Notifications. We would like to customize our notification emails, but most of our users work off of Event Notifications exclusively, so being able to customize Reminder Notifications is not helpful. Ideally, we would be able to customize both the subject line and the email content with both out-of-the-box Workfront fields and custom fields. Many of our stak...

Views

73

Likes

7

Replies

1
Re: Is there a way to recalculate an issues "path" when issue has been moved to another project. - Workfront 30-03-2022
Do you mean changing the queue topic path on an issue? The only way I've found to change this is by : Running a report on the issues I want to updateAdding a column for queue topic nameManually deleting the original queue topic from the issue, via the reportTyping in correct/new queue topic name for each issue - you have to do this manually for each issue. I haven't found a way to bulk edit these.

Views

25

Likes

0

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0
Baseline Custom Form - Workfront 21-12-2021
We would like to see a Baseline Custom Form added as a new custom form type in Workfront. When we create new Baselines, we would like to be able to attach a custom form directly to the Baseline object, and record our reasons for capturing the Baseline in a standardized way. This will help us review triggers for our Baselines in aggregate, and identify trends/bottlenecks across all of our projects. Note that this is a different idea from this one, which asks for project/task custom field data to ...

Views

29

Likes

5

Replies

1
See Impact of Approval Process Changes - Workfront 19-11-2021
It would be extremely useful to see the impact of editing an issue, task or project approval process before we make the edits. For example, when editing an issue approval process, I would like to see if that process is associated with any queue topics in the system. Similarly, if I am editing a task approval process, I would like to see if this process is currently attached to any template tasks.This would help us update approval processes more quickly and maintain a clean list of approval proce...

Views

16

Likes

3

Replies

0
Re: Reporting Help - Time spent in each Project Status - Workfront 05-11-2021
Hi, I haven't implemented reporting on this, but I remember looking at similar work that was documented here: https://one.workfront.com/s/question/0D54X00006WPAjhSAH/is-there-a-way-to-calculatecount-the-time-days-or-hours-a-project-has-been-in-current-status-since-project-entry-date This could work to a degree, but since it only captures the first time a project was changing into a certain status, I didn't implement this in my reporting. You may find it useful however.

Views

33

Likes

0

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1
Can You Create Parent Projects / Tasks Resolved by Projects in Fusion? - Workfront Fusion 2.0 15-10-2021
Hi, does anyone know if Fusion can be used to create a parent projects, or tasks that are resolved by projects? For example, I have a project template with tasks which act as a checklist for the project manager. These tasks remind them to do things like "Create a Registration Page Project." So they will create the project, but there isn't a way to tie that project to that checklist task as a resolvable. I'm trying to find a way to tie that "child project" to the task, so that as the project perc...

Views

22

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0

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0
Re: Default Task Constraint - Workfront 27-07-2021
Our team would like to see this implemented as well! We would likely use Fixed Dates or As Soon As Possible for our default constraint.

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78

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0

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0
Dynamic Routing Rules - Workfront 16-07-2021
We would appreciate the ability to set up dynamic routing rules for queue topics. This would be especially useful for queue topics that are used to log issues to live projects. For example, if someone logs a code issue to a project, I would like the new issue to use a dynamic routing rule that always routes to the project owner, or certain users that match a certain job role within the project team. This would allow us to automate the issue logging workflow considerably.

Views

30

Likes

7

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0
Re: How do I show a GAUGE report of a portfolio that shows the percent of projects that should be completed today verses the actual completed count? - Workfront 21-06-2021
This is a great question. There might be a more elegant solution than this, but my inclination would be to start by creating a dashboard with two project reports, one showing projected completion dates and the other showing actual completion dates for all projects in a given portfolio, using the "today" wildcard. Then you could compare the two manually. I'm not sure if there is a portfolio-level calculated field you could craft to analyze the projects within - I'd be interested to hear if anyone...

Views

21

Likes

0

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0
Option to Keep Date-Based Custom Fields from Shifting with User Time Zones - Workfront 31-03-2021
Currently, if you had a "Date and Time" custom field, and a user inputs information into that custom field, the data will shift based on the time zone of the person who is looking at it. We would like an option to make this field static so that the information remains the same no matter who is looking at it.This is needed for communicating precisely when an event is going to happen within our organization.For example, if I submit a request that says my webinar starts at 8 AM PST (we also capture...

Views

24

Likes

5

Replies

0