I would very much like to be able to make the Company field a required field. Also the ability to make Client Portfolio, Group, or Program/Campaign required. Basically, any of the fields within the Overview > Project association section.
Hi Chris! I do not believe that it did get recorded. Would love to keep connections going though! A few items we discussed briefly are:Templates and template managementDashboard Sharing as a more effective solution than Report SharingNaming dashboards w/acronyms for better organizationUse of Billabl...
Hi you two! I posted this same topic in another group and we have a zoom setup for tomorrow @ 12pm EST if you can join! (link below) If not, message me direct or email me and we'll connect christy.pospisil@experiencemoxie.com Ecaterina Trohin is inviting you to a scheduled Zoom meeting. Topic: Eca...
Hi Fellow Workfronters! I would love to find another system admin with a creative or marketing agency to bounce ideas off. Particularly in regards to how you manage the ever changing deadlines. Also templates, estimating, billing... and any other topics you want to discuss! BONUS if you handle both...
Hi fellow Workfronters! I would love to find another system admin with a creative or marketing agency to bounce ideas off. Particularly in regards to how you manage the ever changing deadlines. Also templates, estimating, billing... and any other topics you want to discuss! BONUS if you handle both ...
We would like to be able to have a notification sent to user/s when a new Company is entered into Workfront. This will notify our director that they need to assign an Account Manager to the account.