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HeatherLa2
HeatherLa2
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Re: Braindates open to everyone on August 17! - Workfront 07-09-2021
@Michael Perez‚ - Not sure if this would solve your problem, but I created a separate "request queue" template that I would simply attach to a project once it was opened. So you would create your request queue template, without any tasks, folders, etc... just the queue, routing rules and forms. Here's an example: PM opens a project using "Collateral Template" that has all of the tasks, folders, etc built in for the Project. PM adds the appropriate queue template - at the agency that I used to wo...

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Re: Can you make New Workfront Experience default for new users? - Workfront 20-07-2021
Thank you for your response. Yes, I already use the New Experience area in Setup to enroll users. I was looking for an easier way to move people over when they get auto-provisioned into Workfront. I do a bulk edit on new users and update access levels, layout templates, etc, and was hoping there was something within the user profile so I could easily just update that as well, without having to go into another screen. So I think adding the users to a specific group will be the easiest way to go a...

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Re: Can you make New Workfront Experience default for new users? - Workfront 19-07-2021
Thanks, Kyna! We aren't quite ready to flip the switch yet, but this is really helpful information. I think for now I'll just assign users to a NWE group and use that when I'm updating user profiles. Appreciate the help!

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Can you make New Workfront Experience default for new users? - Workfront 16-07-2021
We auto-provision new employees into Workfront with Review licenses. They are automatically being put into the Classic interface. Is there a system setting where I can have any new user automatically get assigned to NWE? On the flipside, is there a way to assign a user to NWE when I'm doing bulk User edits? Or can I only update users to NWE within New Experience under Setup? I know I can assign groups and teams, so that's great, but would be super helpful to be able to edit when I'm already doin...

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Re: Why is Workfront Kick-Starts only importing some of my data? - Workfront 04-03-2021
I've done a few kickstarts during my time in Workfront. Are you importing tasks to a Project? Is the custom data going onto a Project form or a Task form? Do you have the right Category ID? And you are using DE:Custom Form Field Name on a separate column for those custom fields? I would also like to add that when I reached out to Support for a large data import, they helped me troubleshoot on my spreadsheet. It is interesting that you got such a generic answer.

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Re: Why is Workfront Kick-Starts only importing some of my data? - Workfront 04-03-2021
I have found that submitting a support ticket directly to Workfront and attaching the spreadsheet is very helpful. Their job is to help troubleshoot these issues. Prior to doing so, make sure you look at your project and ensure that there are no filters that would be excluding some of the imported data.

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Re: Is there text mode to get the sum of a calculated date difference in a Task Report? (Updated with text mode solution!) - Workfront 01-03-2021
I figured it out, so here is the text mode in case anyone would like it: aggregator.displayformat=compoundaggregator.function=SUMaggregator.namekey=Weekday Difference between Handoff and Actual Completionaggregator.valuefield=Weekday Difference between Handoff and Actual Completionaggregator.valueformat=customDataLabelsAsStringdisplayname=Difference between Handoff and Actual Completionlinkedname=directnamekey=Weekday Difference between Handoff and Actual Completionquerysort=DE:Weekday Differenc...

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Is there text mode to get the sum of a calculated date difference in a Task Report? (Updated with text mode solution!) - Workfront 26-02-2021
I currently have a calculated field on a task custom form that shows me the number of days between the handoff and the actual completion date. I'm looking to get the sum of those days to show up in a Task Report, grouped by Project. I've put my calculated field into a column, and this is the text mode: displayname=Difference between Handoff and Actual Completionlinkedname=directnamekey=Weekday Difference between Handoff and Actual Completionquerysort=DE:Weekday Difference between Handoff and Act...

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What are creative, visual ways to show milestone data within projects? - Workfront 11-02-2021
We just launched a new product and had about 500 marketing projects to support the launch. We want to now start looking at metrics, such as time between project entry and our milestone completion dates, such as production, content publishing, localization, etc. I can create variances quite easily using text mode, but not sure how to further bring it to life visually. Is this possible within Workfront itself, or will I need to wait until the new reporting updates are released to see if that addre...

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