When you paste a URL in (instead of uploading documents), initially you get a progress bar and then it's listed as a 'proof' below the URL input area. If you hover over it, there's a little pencil icon. Click on that. By default it's capturing a screen shot of the first page only, If you select the ...

Yes. Reviewing and approving proofs can be done with the free licence. To initiate a proof (including choosing the Workflow) requires a paid licence. Barry Buchanan - WMA Work Management Australia

There's a few options you can use to finesse this. The first is the difference between condition update and last update. Condition update is the text entered by the owner of the project/task. So if you're PM puts three paragraphs of project summary in an update and a team replies 'OK', the Condition...

Have you considered creating a project report with your standard project view, and adding prompts for status and your custom fields? This can be embedded in a dashboard and published through layout templates. Barry Buchanan - WMA Work Management Australia

When Workfront sends a notification, by default it says it's sending it from the person, but in reality it's sending it from Workfront. This is referred to as spoofing and often spam filters think anything that comes from an address that's different from where it pretends to come from is suspicious,...

Sounds like 'Task Completion to Task Dependants' under 'Information about work assigned to me'. Notifications operate outside templates, so simply enabling it under 'Setup, 'Email', 'Notifications' should be all you need. Barry Buchanan - WMA Work Management Australia

Portfolios have a budget but programs don't. So unless you want to build custom forms to track this, you should start with Portfolios. Adding a project to a portfolio should reduce the remaining budget in the optimizer, and you should be able to display this in a report. Can you be more specific abo...

Given that a report returns one row per item that matches, if you build a single report with columns for new and columns for refresh then each row will have at least half the columns blank. Perhaps you could keep them as separate reports, but display them side by side in a dashboard? Barry Buchanan ...

You don't need the IF in front of it do you? Just add it in as one of the conditions in the OR sections: $$USER.ID = XXXX DE:Project Manager Segment Alignment=Segment A, Segment B, Segment C DE:Project Manager Segment Alignment_Mod=in projectID=5c0xxx projectID_Mod=notin status=AWF NEW status_...

Dear Erica, There's a couple of steps here. You can put a filter on your task report based on number of children (greater than 0 or not null) to only show parent tasks. You may be able to filter more (e.g. if you have 15 'setup' tasks, maybe task number >15 AND number of children >0, or maybe parent...