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MauraKo
MauraKo
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Cancelling Projects Processes - Workfront 13-08-2021
When a project is cancelled, I want the following to happen but from what I have found, it would all need to be done manually: The remaining tasks on a cancelled project to change to a "Cancelled" status; rather than staying in a "In Progress" or "New" status.Any outstanding proof approvals to be set to "Waive Approval"; rather than staying in the "Pending" decision.Either remove a custom form from a document or change one of the custom fields on that form to reflect a cancelled status. I know t...

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10

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How to apply a Custom Section/Dashboard to certain templates? - Workfront 11-06-2021
We have a group of templates used for policies that we have special dashboards for. I wanted to add those dashboards as a Custom Section on the left panel for the templates related to policies but when I did that, all templates were updated to include those dashboards. Does anyone know how we would be able to add the dashboards only to the Policy projects/templates?

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5

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1
Re: How do you close/cancel your proofs? - Workfront 10-06-2021
This has been something I have been trying to figure out also since nothing on the proof is updated when the project is cancelled. One of our decision options is "Waive Approval" and I have told my team that they need to select "Waive Approval" for all pending proof reviewers when they cancel a project. It's frustrating because it is a manual process that is often missed and when it is missed, those pending decisions still display on proof approval reports. As the WF Admin for my team, I do mont...

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16

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3

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0
Combine/merge duplicate usernames - Workfront 29-04-2021
There are occasions when a username for one person is created twice. Proof approvals are then sent to both usernames and the user struggles to go back and forth between the accounts to approve the proof.Duplicate accounts are created when the user has a name change but the person sending the proof approval is not aware of the new name so they will enter the old email address, creating an external user for the user's old email address.

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5

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7

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Central location for user to control proof and WF notifications - Workfront 28-04-2021
We struggle with users having to go to several different places to control all the different notifications. There should be one central location where a user can control all notifications. Users should be able to control the following from their profile where they control all the other notifications:-Late Proof Alerts-At Risk Proof Alerts-Default proof email type (All Activity, Decisions, Disabled, etc.)

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3

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3

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Work List - Updates for proof approvals - Workfront 12-04-2021
When a proof is sent to someone to approve, their Work List indicates the date the proof was submitted on. This pulls the Proof Creation Date and not the date the stage was activated or when the proof was sent to the approver. It is very common in our company to activate a stage and sent for approval several days, weeks or even months after the Proof Creation Date. So when the document is sent to an approver, it looks like it has been sitting in their Work List for a long time when it hasn't.In ...

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4

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3

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Re: Document Summary Sidebar - Workfront 08-04-2021
We miss being able to see the custom form from the sidebar also! This is a major inconvenience in NWE - as we upgraded our team to NWE, everyone mentioned they want the ability to see the custom form in the side panel.

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20

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Re: Document Details Landing Page Needs Layout Template Controls - Workfront 23-03-2021
We have the same issue. I have told users to ignore the Approvals tab and to only use the Proof tabs to enter approvals. Despite that, this month alone we have had 35 approvals entered on the Approvals tab. We need a way to prevent that tab from displaying so our users aren't able to enter those Approvals.

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20

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Re: Allow Stacked Documents Retain Unique Version Name - Workfront 19-02-2021
I recently submitted a support ticket because this seems like it is a break and I was very surprised when they told me Workfront was designed to work this way. The initial version's filename is what is displayed in the reviewer's Work Lists which causes a lot of confusion. This definitely seems like a design flaw since the document name is updated with new versions but the proof name is not.

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21

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Greater visibility of documents sent to DAM in NWE - Workfront 17-02-2021
In Workfront Classic, there were multiple ways for you to see which versions of a document were sent to DAM from WF and are not available in New Workfront Experience.In Workfront Classic on the Documents tab of a project, I would be able to see all the versions of a document in the Summary side panel on the right and the lion head would appear next to each version that was sent to DAM. Now, I have to open the Document Details page and go to the All Versions tab to see which specific versions wer...

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5

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3

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