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LisaWh1
LisaWh1
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  •  in Workfront Ideas 4/4/19
    @Josh, thank you for the update! This is great news :)

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  • We are also a marketing/creative team, and we organize our projects by Portfolios and Programs. Portfolio names are the larger organizational units we serve, and we then have program names for either a sub-division within that business unit, or for a particular 'campaign'. We have also created dashb...

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  • Hi Sarah, Thanks for your input. Great suggestions. Do you have a video production template you can share? I've looked at the current templates our team uses, and indeed they are very simple (and don't have predecessors built in). I see a lot of communication within the team around securing freelanc...

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  • @Mary, I'd love to learn more about how you manage video production in Workfront. We have an in-house video production team, and I'm looking to help streamline processes, and ideally cut down on the other tools the team uses (for scheduling, asset management, and proofing). Lisa White Sr. Director, ...

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  •  in Workfront Ideas 4/2/18
    This would be great for managing our expenses. for our projects, we include all PO#s and Invoice#s, dates, costs into a custom we use under Expenses tab. It makes logical sense to also post the copies of estimates, POs and Invoices there for reference.

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  •  in Workfront Ideas 2/8/18
    We have to do it manually and its horribly time consuming. We run an hours report for that year, and a separate Expenses report for that year, then combine data in Excel

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  • This was a great webinar - thank you so much. Its a super HOT topic around our company. One question: you recommend using Actual Start and Actual Completion Dates. Can these dates be manually entered when in the future? Maybe this is something I need to try and see, or search on Help for, but I was ...

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  •  in Workfront Ideas 4/17/17
    absolutely this would help us tremendously. We route documents for approval, so often there are comments and project updates being made at the document level. When searching for latest updates on a project, its cumbersome to have to dig through various documents to find out what the recent activity ...

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