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TimVa
TimVa
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Re: Have any members worked with a 3rd party vendor to do any customization to the WF interface? - Workfront 09-08-2021
We've built an interface that creates jobs in bulk or singularly. A lot of the form fields are pre-populated based on who you are, your team, job type, etc. You can create a base project and then duplicate it with minor changes to bulk process dozens of new jobs at once. We used our dev team which is a separate company that also does work for other organizations.

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Re: "Calculated" Task Assignments - Workfront 09-07-2021
This would be so helpful. I have a 6-7 member team of project managers that each have created 5 distinct project templates for the sole purpose of having the Project Manager tasks explicitly assigned to themselves. When process changes occur, we then have to crack open 30-35 project templates and make updates. Would be fantastic to just have 5 templates to manage, with the Project Manager tasks getting auto-assigned to the Project Owner equivalent.

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Re: I need help with a report: How to create a report that pulls requests that have a deadline of 1 day or less. - Workfront 30-06-2021
That is weird. I would check do a Recalculate Expression on the project to see if maybe it was a server issue when the request was created. If that still doesn't fix it, I'd contact Support. Something doesn't right with this.

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Re: We are thinking of creating a custom field that will give a number value to assign a "weight" to a project or task. I would like to have a report that shows the Assigned Project Owner and the total value of that field, can it could be done in a grouping? - Workfront 07-06-2021
whatever field you create should be a number (i.e. be formatted as a number / Workfront recognizes it as a number). When you create your report and add that column, you will see a dropdown in the Column Settings for "Summarize this column by". Select "Sum" in the dropdown.

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Re: Do you have a way to show Project/Task quantity vs complexity for capacity tracking? - Workfront 10-05-2021
This is so dope! Thank you Anthony! I came across this question and I think it's something my team can benefit from. Best,

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I'm curious to know what reports, dashboards, interactions other people have for the Executive/Leadership types in your group? - Workfront 01-04-2021
We have a new Creative Lead and I am trying to think of good reports and dashboards for her. Before this new role was in place our leadership was not in Workfront and only asked for specific metrics. For the new person, we are trying to create good reports and dashboards to give a view on capacity across teams, along with those metrics (YTD numbers, etc.). Would love to hear what others are doing to give their leadership the "Big Picture"!

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How do you handle requests that are "rush" or quick-turnaround? Is there some automation that can be implemented in the Request process that would not allow a client to choose dates, or send an alert, or a routing rule to send to a different intake team? - Workfront 04-03-2021
I have a new Head of Creative and we are giving our Workfront a full inspection to find new/better ways to handle things. We have clients that continually submit same-day or next-day requests. Currently, the only way to address this is with a human receiving the request and then reaching out to other key roles about the proposed deadlines. We were curious as to ways of adding in any automation.

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Re: Report on what Projects Workers are on - Workfront 30-01-2020
Yes! that auto-collapsing will be handy. The other issue I have is the report getting auto-emailed out is all auto-expanded and gets a little lengthy when the user just wants to see the Project titles and has to scroll through all the related task names. Tim Vasilovic

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Re: Reporting on Project Templates - Workfront 11-01-2019
Hi Tim, Although you can attach multiple Templates to a Project, there is only one TemplateID field on the Project in the database. It records whichever TemplateID is attached first, and I do not know of a way to overwrite that through the user interface. Given that, you might consider creating a Task report, and show (in the view), and/or Group By, and/or Filter For the task.templateTask.template.name, essentially reading "up" to the original Template behind each Task on the Project (where appl...

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