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HeatherTh
HeatherTh
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  • Piggy-backing off Will's reply - your dropdown should be single values only - allowing multi-select makes referencing it in calculations a MAJOR challenge. I've done it to streamline values for reporting needs. Heather Theriault MetLife

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  • I replied on Brooke's comment, but could you limit the sharing permissions on the Portfolio to pretty much no one? I would recommend playing with it in your Sandbox. Heather Theriault MetLife

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  • Do you just want them to not be able to be chosen as the Portfolio for a new project? You could rename them (I would add Archive in the name) and then remove all sharing permissions to them - only Admins should be able to see them at that point. I would suggest playing in your Sandbox to check, but ...

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  • Good morning! We currently have six different business units/areas using Workfront for the last three years. We hold a Workfront Governance meeting every other week (monthly wasn't often enough and we don't have enough going on to do weekly right now). It hasn't always been perfect, but we have a fl...

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  • I'm late to the party! I am Heather Theriault and I am one of the system admins for MetLife working in the Direct sales business area. We have 5 different and distinct business units in Workfront, so we all have our own admins. Because of the number of admins, we have a bi-weekly governance meet...

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  • We do a monthly Q&A Session in my current business unit. In my old business unit, we had weekly "Office Hours" - admins would be in a conference room working (doing thier "regular job") but be there for any drop-in questions. I'm trying to implement it here in my new business unit, but staffing is a...

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  • The email still should still come from "noreply@attask.com" (the name just appears to be your user). Many of us here have set up Outlook rules for the email address it comes from and the beginning of the subject line (i.e. "from noreply@attask.com" and "starts with New Work Request".

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  • I was just going to share that! It's a little bit of a pain to HAVE to do it, but it works!

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