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TamiJo
TamiJo
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Re: Weekly Status via Last Condition Note - Workfront 07-04-2021
Hi Tim, yes, I'd be happy to chat and show you what we do. Just shoot me some of your available times. I'm in PDT timezone. tamjoh@saif.com Tami

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Re: Report on the update feed - Workfront 23-09-2020
I'd love to participate in a discussion on this.

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33

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Re: Weekly Status via Last Condition Note - Workfront 27-06-2019
We have our PMs complete a status update weekly or monthly. They use the New Issue button to create an issue and fill out the attached custom form. Because it is a new issue, the history is retained in the system. Here's how we set that up. Project Template We created a project template that only has queue setup information on it. Some of the queue topics have custom forms, others we left as is. We use this not only for status updates, but also risks, questions, and decisions. Each project that ...

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46

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Re: Can project custom form info be pulled into a task custom form? - Workfront 13-06-2019
We create three versions of every custom form (project, task, issue) and use the same fields on each form. So we don't have twice the numbers of fields; we have thrice the number of forms. This allows the information to be entered once and shown on all the objects. We developed taxonomy for naming the forms: . so that the right form is added to the right object. For example, Article Review.Project, Article Review.Task, Article Review.Issue. It's a little cumbersome, but now we are used to it. Ta...

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Re: Report on the update feed - Workfront 13-05-2019
We need the ability to report on the data in the update feed to satisfy external audits regarding changes to our financial systems. We track all requests for those changes in Workfront, so being able to print a report on a specific issue that would include all the data in the update feed would make it easier to satisfy the auditors.

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33

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Re: Log hours and updates from the Kanban board cards - Workfront 26-04-2019
We would love this functionality as well. It's the 'if only it could...' statement we hear about the Kanban board.

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9

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Re: Home screen layout template to allow more fields - Workfront 27-11-2018
The limit of 16 fields on the Home area is well, too limiting. I have a team that can no longer access their custom form from the Home area, so we were going to add those custom fields onto the layout. They have 20 fields that need to be shown, but the limit is 16. If I could get 4 more fields on there, the Home area would become their one-stop place in Workfront. Please vote for this idea!

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Re: New Home: Bring back Recent Updates - Workfront 27-11-2018
Please consider making this a toggle option and not "always-on". My teams have commented that they prefer Home without all the recent updates.

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Re: HOME: More Options in Outlook Calendar Synch for Working Hours Category Selection and Filtering - Workfront 27-11-2018
We've run into the same problem. One week, I had 435 hours allocated due to "free" events on my Outlook calendar that came over as busy in Workfront. Similar idea can be found here: https://support.workfront.com/hc/en-us/community/posts/360015482993-HOME-Ability-to-Adjust-New-Calendar Maybe between the two, we have 10 votes?

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Re: Understanding user allocation for "ghost time" such as meetings, trainings, service days, etc. - Workfront 08-11-2018
We've toyed with the idea of setting hours/day at 6 instead of 8 in order to account for this. Anyone tried that? Tami Johnson SAIF Corporation 503.373.8702

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