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...

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...

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...

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

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...

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...

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...

HI Rachel, Requests will have a completely different custom form attached than the form attached to the templates used to create new projects. If you are using a template to convert your requests to projects then look at the attached custom form on the template itself. You might need to have the tem...

Hi Jair, Check out this support article: https://support.workfront.com/hc/en-us/articles/217045787-Checking-Out-Documents It states that a document can still be proofed when checked out. Locking the proof is the best way to prevent further comments and annotations. Cheers! Steve Steven Hirsch Creati...

HI Jair, Workfront Proof workflows, settings and statuses are separate from the project plan statuses and settings behavior of tasks. Proof completion and task completion are not natively linked via the base integration though automations can be built in Workfront Fusion or other automation platform...