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StephanieMu
StephanieMu
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  • We have an approval process for projects where one step has two potential approvers - we only need a decision from one of them, and then the project will move to the next stage. I've been asked if there is a notification I can turn on to let them know if the other person has approved the project, so...

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  • The planning status thing is infuriating, and totally illogical that you can't choose to turn it off. Makes the scheduling tool unusable for us! I'm yet to get my head around what the planning tool is actually supposed to be used for, despite several attempts...! Stephanie Mulrooney Tomorrow People

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  • Ahh the age old Workfront community favourite of PTO...! There isn't native functionality to support this within Workfront's PTO feature (yet...), but you can do everything you have specified using a combination of request queues and custom forms with calculated fields. It also gives you more benefi...

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  • I have a report which shows open requests - currently I have two columns which show the planned completion dates for either the resolving task or the resolving project, depending on which one is applicable. Is there a way I can combine those into one column? Doesn't matter what the resolving object ...

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  • We created a change request process in Workfront to track any changes to scope, deliverables etc. Not sure it's exactly what you are looking for, but might be helpful! We tried using the native risk log but it didn't quite do what we needed it to. Here's how it works for us (we're a marketing agency...

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  • Would be really helpful on the project > staffing tool to be able to see daily totals for users, without having to see all of their other tasks - i.e. just the total number of hours at the top of the column. That way it is much easier to see when someone has availability - I don't necessarily need t...

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  • We had the same issue, a handful of people just not showing up for no apparent reason. Have an open ticket at the moment. Stephanie Mulrooney Tomorrow People

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  • We also have the same problem - we can't move to Team Drives because of it, which is a shame as they allow for much better security and sharing options. I raised a ticket and was told there were no current plans to integrate this. The only workaround we have found so far is that if you link a docume...

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  • Sharing a conversation I've had with the support team this week in case anyone else is unaware (as I was..) of how the filter functionality works for the new Scheduling tool. Currently you can apply a filter by project status of live or planning - however, this only affects the unassigned tasks at t...

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  • Okay, so far we have: A PDP project for each member of staff. This tracks quarterly review meetings, and allocates time for staff and managers to do the relevant prep work. It also collates all the below info from custom forms and request queues. Custom forms We've also used custom forms t...

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