We also use a document (Word doc) instead of custom forms largely because users did not like entering lots of data in to a custom form and then losing all of it when there was an internet connectivity issue. At least if the SOW is in a document, none of your data is lost if your internet crashes.  ...

Hi Milen, Yes but only if you have proofing licenses in your instance of Workfront and only if you are one of the users who has the ability to generate proofs. If you're not sure, your system admin should be able to confirm your setup. Hope this helps! Sincerely, Tom Ford, CSPO Marketing Sof...

An easier method could be to simply create a dummy user in the system, upload a thumbnail, and set them as the project owner. This assumes that the thumbnail is more important than assigning an actual project owner of course.  Good luck! Sincerely, Tom Ford, CSPO Marketing Software Administra...

You could also build a task report, filter by project, and then add a keyword "contains" filter. It would be easy to quickly edit to different projects/keywords as needed. Sincerely, Tom Ford, CSPO Marketing Software Administrator Career Builder 200 N. LaSalle Street, Suite 1100, Chicago, IL 606...

My pleasure Nate! Happy to help!  Sincerely, Tom Ford, CSPO Marketing Software Administrator Career Builder 200 N. LaSalle Street, Suite 1100, Chicago, IL 60601  312-698-0594 M: 312-273-0393 Connect with me at: https://join.me/tomford82

Hi Nate, Here are some of the resources I've used to put together reporting reviewed by team leads, directors, vice presidents, and the CFO to help make business and staffing decisions: A View called "The Real Story" includes the project name, project completion, hours, cost, and project % com...

Thanks for the information, Lee! I'm moving our teams out of task approval to strict document approval. Writers and Designers will still have a "Create" task to log time against but I'm taking approvers out of tasks since they're awful at closing them out, making it look like projects/tasks take lon...

Hi Lee! You're talking about document approval workflows in ProofHQ right? Not task approvals in Workfront? I'm about to implement the more advanced ProofHQ version to setup workflows so your feedback is particularly interesting to me.  Thanks and be well, Tom Ford