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VicAl
VicAl
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  • Thanks David. This is a problem for us as well as we have project dates move out based on PTO (intentionally). And I agree the answer from WF is not acceptable. It's a troubling trend of unintended consequences and bugs that they refuse to fix or take months to fix. Is there an Idea Exchange item ca...

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  • Hi Cindy, We don't use WF for that. We use an Asset Management tool. While it's not ideal I can see using Workfront to track these things is you really wanted to. For example, create a Project for each Room and create a Task for each asset. When an asset is taken from stock, mark the task complete. ...

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  • Hi Ryan, Yeah I don't think there's an automated way to do that in native WF. We would use the API to do something like that. But perhaps you use the same report/dashboard type solution for the PM to view the tickets and bulk edit the status and assignment together in blocks?

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  • Loved this! Stole it! Could have used it last week 

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  • OK so I had a chance to look at this in more detail and unchecking the other items doesn't work. Apparently if you give someone Contribute access to the Project it automatically gives them access to change the status on all tasks. Unless you specifically go into each Task to remove their inherited p...

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  • Hi Cathy, I don't have a chance to test this at the moment, but you might try under the Advanced Settings to uncheck everything except the Edit Custom Form.

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  • Hi Christina, Well, it's been magical  . Not to exaggerate but it's really been suuuuuuuper helpful to us in many workflows. Renaming Requests is one of the easier ones. We've also moved data from the form to the Description of the Request so users don't have to open the form and Approvers (who are...

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  • Hi Cathy, The approval would work. But it might be easier to use the settings. You can absolutely set it up to not allow others to Complete tasks. Under Edit Project > Access you can set the access levels dynamically when a Task/Issue is Assigned. Other people should not have Manage or Contribute ac...

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  • HI Michelle, Sorry for the delay. Still catching up on emails after vacation. The layout template shouldn't have an impact because that just defines the default of what they see. Even if your layout template only shows them one View (I hope not), they should still have the ability to change or creat...

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  • Hi Erika, Sorry I just saw this. Basically if you change or set a date of a Task (whether it be Start or Planned Completion), WF will change your Task Constraint to a locked setting (i.e. Must Start or Finish On respectively). This will also tell WF to ignore any predecessors . You're locking in dat...

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