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BrookeVa
BrookeVa
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  • You could try setting them up with "review" license types if you're just wanting them to view projects. We give our clients "review" license types. We use a lot of freelancers but we require them to log time, make updates, and view tasks/project info. We restrict them from other information and we h...

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  • Hi Amy. Unfortunately, Workfront's PTO didn't work for us. We actually created a PTO request queue where employees can go in and request time off and it routes directly to their manager for approval. We then built a calendar to show company-wide PTO broken out by department. We didn't want to use Wo...

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  • Hi Sharon, We wish there was a way to archive/deactivate old portfolios and programs too! I've submitted this on the Idea Exchange so please go vote it up! It's currently at 36 votes so we're really close :). You can vote for it here: "https://support.workfront.com/hc/en-us/community/posts/115004139...

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  • Hi Kenny. If you want to manually remove an old task from a timesheet, click on the little button highlighted in this screen grab. If this icon doesn't exist, the task duration/status is not complete. Hope this helps. Brooke Vaughan Rockfish Interactive Corporation

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  •  in Workfront Ideas 7/19/17
    Completely agree, Natalie! Really hoping we can get enough votes on this idea to bring it back. I don't see the benefit in removing it in the first place, so maybe these comments will help show why we NEED it :). Thanks for voting!!

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  • I have a profile picture :). Brooke Vaughan Rockfish Interactive Corporation

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  • Hi Amy. We actually open projects in Webvantage (a different software tool) that generates a project number. We have it sync to Workfront and it gets populated through a custom form for the job number. This probably won't work for you (unless you have Webvantage already), but the way we have our pro...

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  • I'm sure a lot more people would utilize programs if we were able to archive them! Thanks for the vote :).

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  • We have set up a PTO request queue in Workfront. The employee submits a request for time off and it automatically routes to their manager for approval. The manager is required to respond within 2 days of the request being submitted. Our admin team audits these requests to make sure that managers are...

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  • We work with multiple clients so the way we set our projects up is like this: Billing Flag - Client Name - Client Project Description - ### NB - Rockfish - Rockfish Website Redesign - 1234 NB stands for nonbillable so that our accounting teams knows we do not have signature on a legal doc ...

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