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StevenHi
StevenHi
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  • HI, I like Anthony's reply above. That being said, I would steer new users away from Home and to their custom dashboards at first, especially during the sensitive adoption phase. In my experience, the Home page adds confusion and a high-effort initial adoption experience. It is much easier IMHO to g...

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  •  in Workfront Ideas 2/13/20
    We have opened a ticket with Workfront on this issue and they plan to fix it but cannot tell me when. If you have experienced this issue and find it as frustrating as I do, please add your comments so the WF Product Team can see how everyone feels about this.We have been establishing custom status l...

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  • HI, I've also had significant issues with Group Admin rights and Group statuses. Group Admins really can't create all levels of new user accounts. They can only assign Access Levels that are less than or equal to their own Access Level and they must be a member of any Group or Team that they want to...

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  •  in Workfront Ideas 1/30/20
    My Group Admins are not able to assign Timesheets or Company to a new user they want to create in their Group. They also must be a member of all groups and teams they want to be able to assign to a new user. Group Admins should have the full capability to create a new user in their Group and have ac...

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  •  in Workfront Ideas 1/24/20
    Workfront Customer Care advised me that it is expected and normal behavior when Copying Tasks to Projects when selecting only a single working task plus it's parent results in all the parent's child tasks being copied, even if they were not selected for the Copy To operation. What happens is the sel...

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  • HI Jill, Have you tried the "Assignment Users>>Role ID" or the "Assignment Roles>>ID" filters? it is plural and would find those tasks where the role or user assigned is not the primary assignment. If you have more than one role or user assigned to a task this might work better. Regards, Steve Steve...

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  • Hi Dave, Did you try {DE:Capital Budget}? I always thought it was a colon and not a dot for custom Data Elements in a valueexpression. I might be wrong as I am not the greatest on expressions but {DE.Capital Budget} doesn't seem right. Regards, Steve Steven Hirsch Creative Acceleration

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  • Hi Chris, Documents can have a custom form attached just like Tasks, Issues and Projects. The attachment of a Document custom form cannot be templated so it would need to be manually attached to all uploaded documents you wanted to add keywords or other metadata to unless you have Workfront Fusion o...

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  • Hi Bill, I would do it in this way: 1. In the Setup area, Create the Group you want to have access to make requests in the queue. Create the new Team for your Issue Approval Team as well if you haven't yet. 2. Set up a queue project (or load in your existing queue project) and in the Edit Project di...

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  • HI Denver, This discussion as well as the other one you recently posted regarding custom email notifications seems to indicate to me that your organization could benefit from Workfront Fusion. This tool would allow you to create the kinds of custom notifications you are after for standard Event Noti...

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