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MichelleYa
MichelleYa
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  • I'd like the links, Doug. Thanks!

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  • This is going to sound like a complete noob question, which I am not, but here goes: Is there any way to put keywords of any sort on documents in Workfront -- plain old Word, PDF or jpg type documents in the documents tab. I'm pretty sure I know the answer to this is no, but I thought I'd ask. Use c...

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  • Not specifically Workfront-related: I'm looking for info on how creative organizations handle in-house creative reviews (copy/design mainly). We have a process that isn't broken, but it's not easily scaleable. Our reviewers are maxed out time-wise, which could become a blocker for us. I have some id...

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  • My PMs want to use their project reports to take notes on during stand-up meetings, where team members are giving rapid-fire updates in a short timeframe. There's no time to click through to the project and update there. ALSO they can use it to input reminder notes to use to check statuses during st...

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  • This was a pretty disruptive release item. It created a lot of problems for users that certainly could have been avoided with a more flexible release timeline or more in-depth vetting. I agree with your take, David. Michelle Yard Manager, Marketing Operations Insperity Houston, Texas

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  • I have a report I can run to show a specific user's assigned projects, but I'm wondering how a "$$user.ID" report (one that the logged in user runs) would differ from the Projects I'm On view under the Projects tab. Just interested in learning if there's a different use case or actually different da...

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  • Will do tonight. I keep forgetting when I get home, and we do not have access to google docs. Michelle Yard Manager, Marketing Operations Insperity Houston, Texas

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  • Danielle, I'm in the process of revamping our portfolio-use best practices, and we'll be moving to a version similar to #2. Our Portfolio will be set up annually by stakeholder (business unit or high-volume subgroup), then portfolios for campaigns, major initiatives or, where appropriate by collater...

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  • I think the custom status is your ticket. We've created custom status and found them to be easy to create and very helpful for channeling projects to the right team members before (or if) they are not for a specific group of users. I recommend playing around with this in your sandbox, first, however...

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  • Background: We create a project for each deliverable in an initiative, then group them in programs or portfolios as appropriate. Our PM team is relatively new and not Gantt savvy, but we have a new PM who really wants to put his mad Gantt skills to work, and I'm excited to see how we can roll this o...

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