I'm working to import a large volume of issues and connect them to resolving tasks in about three projects. Does someone have a template for that? I was trying to import just a single test issue, but I got an error about queueTopicGroupID which isn't a column in the Kickstart download. Thanks, Brian...

Is there anyway to create resource planner with date filters on tasks, issues, etc that are dynamic so it can be saved and not need recreated once the specific dates have passed. In other words why can't we say "this week" or use the date wildcards? And is there some reference for how multiple filte...

This may be a really simple question, but how do I create a resource planner filter that shows only the items that have planned hours in the time frame displayed such as the next four weeks? If I create a filter for planned hours > 0, then I think it's looking at every project which covers four mont...

I'm setting up a template to cover a group of tasks that are performed every month. Tasks A, B, C, ... Task B is "Do X every Friday." What is the best solution for configuring this in a template? Recurring task didn't work. It set up a recurring task but in the next month the due dates were on Monda...

I'm trying to create a report of projects that contain a particular type of task, but did not originate as a request to a specific queue. The reason is to archive items that are missed because the requests didn't follow the standard process. Example: Currently a report of issues and matching proje...

Is there any way to insert the resource planner or scheduling info from the People tab into a dashboard. We currently have an intake dashboard with five homebrewed charts about quantity of projects assigned to users. I'd like to transition to using the resource planning tools. It'd be great is we co...

I need to find issues or projects that don't have a certain custom form. If I do a report with the filter Categories ID not equal My Custom Form, my results still contain objects that have that form attached. Example: objectCategoriesMM:ID=5a95812f0262baeae1be63f1fdf5f8d7 objectCategoriesMM:ID_Mod=n...

Is there a way to send an automatic email notification to users after they sign in (SSO) for the first time? We have a sort of welcome email/FAQ that we want to send as close to possible as their initial use of Workfront, but I can't figure out a way to set up a email to users based on the status of...

I'm wondering if it is possible to use the value in a custom field a the variable in a link in a different column. The example is that we ask for a previous job number in a request. That field is just an integer. I want to use that value to set the link on a project reference ID column so that it au...

Is anyone doing performance reviews (employee/supervisor) inside of Workfront?