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TiaCa
TiaCa
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document thumbnail shows in report against projects - Workfront 18-01-2022
Has anyone built a report where the document thumbnail shows in a report against a project. It could also be filtered/grouped by portfolio or program.

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Why does the "last Updated by" field on the Requests details for a Request Project Q show ANYONE's name that last did something? This happens until a request is converted to a project. This seems like a bug and doesn't make sense. - Workfront 11-11-2021
This update happens until a request is converted to a project. This seems like a bug and doesn't make sense why a non related person to the request has their name show up. For example, a request was made by a team member to the Q. It hadn't been touched yet. Another person made a request and loaded a dcoument to their request (completely unrelated and separate). The second person's name shows up in the Last Updated By field on the Request Details page in the Entered and Updated By tile. So far, ...

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15

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Is anyone out there fully embracing the agile functionality in WF or Scrum? - Workfront 17-03-2021
I'm sort of using it for sprint cycles with my team, but curious to learn the best set up, pitfalls, etc. We are using New Experience.

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Re: Can someone explain Inherited Permissions? And other access issues. - Workfront 17-03-2021
Hi Jill,One way to cut off the Requestors from seeing everything is by reducing their permission levels. Unless your requestors need to do more than making a request, add documents and participate in Updates, they shouldn't be able to anything else. Also, you could look at their Layout template and make adjustments there so they can't wander around. I like to think of teams as very specific set up people (maybe even across groups) that perform a specific function or role. The group is a level up...

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preview image - Workfront 21-12-2020
it would be nice if documents/proofs load could be previewed without having to download the item or open in WF Proof. The same can be said if images are loaded (jpg/pdf).

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Re: User Group Follow-up (June 16, 2020) - Reporting & Dashboards - Workfront 24-06-2020
For the portfolio/program report, you'll need to start with a custom form that captures the information of the roles (account manager, project manager, stakeholder/client, creative director, etc). From there you can build the report to bring that information together in one place assuming you've filled out the form you created against your portfolios and programs. We created the form at both the Portfolio and Program level. If you have different groups in your instance, you'll want to be sure to...

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Re: User Group Follow-up (June 16, 2020) - Reporting & Dashboards - Workfront 23-06-2020
If you're interested in the Portfolio/Program report or the approvals and working on reports, I'd be happy to talk more about how we created those so you can create your own. -Tia

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