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ShannonBo
ShannonBo
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  • Hello, Our marketing department has identified our 2024 goals and I'm looking for a way we can utilize Workfront to track and report on the progress of those goals. That would include a way for leadership to get a view into progress and ways to identify bandwidth/workloads. Also, we'd need a way to ...

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  • Hi All, I'm wondering if there is a way (if you are not the document owner that uploaded the document) to pass the document along to someone else and request their approval. So for example, let's say our graphic designer finishes a billboard design and then we have an AE that needs to send it to the...

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  • Hi All, I'm hoping to hear a little bit more about how other companies utilize the approve, changes and reject buttons within Proof HQ and how their workflow works. Also, is there anyway I can change the names of the buttons or remove the "changes" button. There has been some confusion within our te...

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  • Is there a way to filter your work list by the start date instead of planned completion on the home page? Thanks! Shannon Shannon Bodick

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  • Hello, I'm trying to build a grouping or filter within a program to sort projects in order by the first task date within the project. How do I go about obtaining this? The goal is just to be able to sort within the program so it shows us, in order the completion date of the first task. Hope that mak...

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  • Hello, I'm trying to build a grouping or filter within a program to sort projects in order by the first task date within the project. How do I go about obtaining this? The goal is just to be able to sort within the program so it shows us, in order the completion date of the first task. Hope that mak...

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  • I have a few reports I run at the beginning of each month that show data for the previous month. One is a report for data from the previous month so, September 2019, one is run the same way but just shows data from September 2018 to compare YOY and one shows everything to date for this year and last...

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  • I'm trying to switch over to the new Workfront experience (I am a system admin) but when I go to setup, I don't see an option to switch to the new experience. Am I missing something? When I look at the steps on how to switch over, I'm following them but just don't see the option to switch over. Help...

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  • How would I go about building a report that shows total meeting hours from each person's time sheet? I'd just like to make a report that shows the total number of hours logged towards meeting time on people's time sheets that could then be filtered by week or month. Is there a way to do this? Shanno...

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  • I'm trying to build a report that shows and compares the number of hours across three different programs/program ID's. I can't seem to figure out how to put it together though. How would I go about starting to building that with the groupings, filters, etc.? Shannon Bodick Edina Realty Home Services...

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