I am trying to filter report to show "Current Year" of billing records between beginning of current year and previous month of current year. I'm using Date: $$TODAYby between $$TODAYe-1m. The report is still showing January 2022 billing record data. It seems like January is throwing off the fi...

I've created a custom prompt in a report based on dates, current year or previous year. Can I display a chart in the dashboard with Current Year data only? Or will the chart bring in all of the data based on the report's filter. I would rather the dashboard open with the default custom prompt da...

Hi Ellen, Are you willing to share how you are able to share documents to external users? I can't seem to easily find this capabiliity in Workfront.

I see that this is an old post, but has there been any clarity on this issue? I'd like to share documents (not proofs) with external users. How do I do this?

We'd like to share final documents (not proofs) with external Workfront users. Is it mandatory to add those recipients to our external user list first? And if I add external users, it looks like they get a proof when I share vs. a document. Any advice of how your company handles this is appreciat...

Once a guest or external user makes a decision on a proof, do they still have access to asset with their original link?

I've recently had someone on my team who created reports move to another job and no longer can be the "owner" for reports he has created. It's my understanding that I need to copy those as the new owner. Those reports were shared with others, which is the problem if the users have it pinned. Is t...

There are project assignees on our team that want to build out more granular tasks and reminders for themselves. Is issues a good option for this and allowing users to create their own? Or is there a better approach?