I would recommend creating a template of the tasks you want to add. You still can't do a bulk edit unfortunately, but clicking project actions, attach template is easier (I think) than doing a copy to on tasks, especially if there are many of them. Alison Wells, MBA Senior Business Analyst Corporate...

Is there a way to set a default custom form on a project? Without using a template I mean? We have this same issue, and my problem is people don't use templates to create their projects. If they used the template, the company field would already be populated (along with a bunch of other settings we ...

Greetings WF Community! I have a very engaged PM who was looking for reports on her Agile projects in Workfront. She's looking for pretty routine things like: When a story was added/removed from an iteration. Points per person in an iteration, assigned and completed. Points per day for an iterat...

First, thank you Heather for the awesome compliment! Here is my presentation from LEAP, without the blue overlay so you can better see the screen shots that are the actual build from our system. I am also uploading the instructions document we provided to our users for the process around how to use ...

You can't CREATE an initial update via email, but if you receive a notification by email from Workfront and REPLY to it, your reply will be added as a reply to that update in the update thread. I know that's not exactly what you're looking for, but it is a bridge between email and Workfront. The Out...

I just had this issue here. I was able to reproduce it/make it stop by ensuring the tasks were in task number order. In the past, no matter how your tasks were sorted, clicking the add new task button would add a task to the bottom of the list, now for some reason, it will add it somewhere in the mi...

@Alison Milbury since the Community already has a Library function, would it be possible to open up a Library folder for text mode examples? Alison Wells Community Medical Centers

This is less elegant than the solutions already proposed, but I have added a radio button field to certain custom forms. It defaults to checked, and then I can simply run a report looking for that field which will automatically be checked if the form is attached. Alison Wells Community Medical Cente...

Hi Scott, Community uses Epic and I am sure this is something we'd be interested in doing! Thanks! Alison Wells Community Medical Centers

I just did this for a user. On the Issues kickstart import, below are the required fields (*), along with my suggested optional fields: *IsNew = TRUE *ID = must be filled in, sequential numbers starting with 1 work fine *setName = The name you want for the issue. *setOpTaskType = ISU *setPro...