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MikeHa1
MikeHa1
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  • Are the new Typeahead features available only in the New Experience? Mike Haleas

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  • Good afternoon, Do any of you utilize the Portfolio/Program feature in order to track Finances for a Portfolio/Project? We have a group of projects which we invoice under a program and are looking for a way to have the financial info tracked collectively into the program. For example, we have a budg...

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  • Good morning, If someone is scheduled for PTO and is assigned to a task, is there some other workaround so that the task completion data is not changed? For example, the assignor gets a notification that the individual is on PTO, or the task is automatically assigned to someone else? Any ideas would...

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  • Good morning, For those using Salesforce integration, is anyone using CPQ in Salesforce as well? If so, have you been able to integrate CPQ into Workfront as well? Mike Haleas DMD Marketing Corp.

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  • This is wonderful information! Thank you @Terry Hynd Mike Haleas DMD Marketing Corp.

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  • hi Mike, there are two other threads going on in the Community about this, are you able to join one of those instead? It would be less repetition of the same information. e.g. "https://one.workfront.com/s/question/0D50z00006Px3jICAR/" title="https://one.workfront.com/s/question/0D50z00006Px3jICAR/">...

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  • I was not aware of the feature to automatically attach a custom form to a newly created task. I thought each form had to be added manually. How could I set up that automation? Mike Haleas DMD Marketing Corp.

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  • Is there a way to have a task name include project information (such as the Company name, project name, etc.) auto populate for each task ion the project? I know this is a feature in ProWorkflow but was wondering if it's an option in Workfront. Mike Haleas DMD Marketing Corp.

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  • Hello everyone, I am a Project Manager currently in an Account Manager role with a Digital Marketing firm. My team will be utilizing Workfront on a daily basis so we are excited to see what new features we are able to utilize to help projects proceed more efficiently. Mike Haleas, PMP Account Manage...

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  • Is there a way to edit/remove a section from the Project Overview in the Project Details? The Finance section is not necessary on most projects, is there a way to remove this section for example? That way I only have the Overview, Custom Forms and Portfolio tabs under the Project Details. Anyone hav...

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