One of the things that we did before we launched was to create Quick Reference Guides - Step by step how to do the basics. I know there are a lot of different ways to work but we designed the this is the easiest way to do the basic functions for each user type. We distributed a hard copy during our ...

Hi There, We also have to track our spend for each project so we added a custom form where we record the invoice info. for each master task in a project. We then can run reports to summarize the info for each project. Using a custom form will allow you to track the details that you need. Hope this h...

Totally agree that this is functionality that needs to be added into WF. 1 Verizon Way | Basking Ridge, NJ 07920 Stef Slobuski | ( (908) 559-8606 | : (973) 476-7011 * : Stefania.Slobuski@VerizonWireless.com The information contained in this message and any attachment may be proprietary, confidential...

We are currently facing the same problem of having a totally secret project that only certain people can have access to. Fortunately for us the Admins are part of the project. We created a separate portfolio and gave specific people access to the portfolio. This portfolio is excluded from any daily ...

Hi Karen, My department manages print production for all of our retail locations. We have developed a custom view that our printers use to view their tasks within a project once they are assigned the work. This pulls information from the project including the print specs, the proofing requirements, ...

If you are new to Workfront, take as many of the classes as you can, intro to reports, custoim forms, admin, etc. Every class I took last year has helped with our implementation, user acceptence and further development of the tool in our environment. Unfortunately we didn't get budget to attend this...

Thanks for the suggestions, will have to try some things in our test environment. If anyone else has a suggetions – especially those of you in creative agencies that source vendors for your work, I'd be interested in how you handle it. 1 Verizon Way | Basking Ridge, NJ 07920 Stef Slobuski | ( (908) ...

Actually all of the vendors do have current WF IDs as they are used for multiple projects during the year. So we are trying to find a way to send out the RFQ and receive the quotes within WF. Our previous system allowed us to bcc the emails out and the quotes were entered by the individuals via a li...

We didn't get budget approval either. L Last year was awesome and as a new to Workfront company the classes were extremely helpful in our implementation and roll out. 1 Verizon Way | Basking Ridge, NJ 07920 Stef Slobuski | ( (908) 559-8606 | : (973) 476-7011 * : Stefania.Slobuski@VerizonWireless.com...

Hi Community! I'm looking for suggestions on how to send a RFQ to multiple vendors to solicit costs before awarding the work without the other vendors knowing what each has quoted. I haven't found an easy way of doing it in WF. We've been handling it via email outside of WF. Suggestions? 1 Verizon W...