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VicAl
VicAl
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  • If you're using the Schedule From Completion I will say it's sketchy. I only use it when extremely necessary (last resort). But that's another discussion  . Obviously everything is backwards (like the Task Constraints Anthony mentioned). But even then I found that if your tasks aren't all chained i...

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  • Hi Kevin, I don't work with Marketing Teams, but the concept would be the same for an IT contractor (unless we're talking Proofs in which case I think there's a different answer – we don't use Proof yet). What I do is set up a Reviewer license for the contractor with their own company's email addres...

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  • Hi Albert, We've experienced the same thing. I thought the new lazy rendering Workfront implemented that took away my Ctl-F capability was supposed to solve that, but it didn't. So basically we just lost the Ctl-F (but I'm not bitter  ). Luckily we don't have many projects that are that large at th...

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  • Yep I found the same thing. Apparently I'm not very icon savvy 

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  • Hi Eileen, I let Workfront chime in with more detailed information. But in my eyes LEAP is pretty much a learning conference. It has many sessions to choose from to learn different things from Workfront Training staff, Workfront Product Managers (or other employees), and from customers as well. It c...

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  • HI Erika, If you're changing the % Complete on a Summary/Parent Task it won't allow that. The Summary/Parent Task calculates a rollup of the child tasks. So you may have to change the % Complete on one of the child tasks or create a new one. But let us know if that's not what happened here. Thanks.

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  • Hi Risa, I assume you're using the Project Sharing option under Template Actions (i.e not Template Sharing) and giving them Manage access.

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  • And for those of you that are API users - you can use the API to remove tasks from the template based on what they've selected. We have code in the template task name that includes an IF statement to determine whether to keep that task when the project is created. For example, if the new hire doesn'...

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  • Hi Miranda, I think you're on the right track. I assume a status of Queue equates to Current? If not, you probably need it to (or just use Current). Otherwise staff won't see the tasks or issues. We use Current but use a naming standard to identify the project as a holding project. We call them XXX ...

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  • Hi Mavis, That would definitely be company specific as you may want to know things that we wouldn't care about. But here are some basics that we use that might also apply to you (assuming you're trying to create tasks for IT and maybe some others to onboard someone): · Name · Preferred Name · Model ...

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