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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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  • 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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  • 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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  • I've told my team to use their My Work area. We have not shifted to the Home view yet, and the log time option still shows on the task in the Working On tab. They can log time there. For tasks that are done but need additional hours logged (it happens ...), they can find it in the calendar in the My...

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  • If you copy tasks from another project, Workfront will populate the people who were assigned in the "copy-from" project into that area of the "copy-to" project. That could be the "why" to your question. The fix is, as the previous person noted, to delete them from the new project. We try to avoid co...

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  • We'd like to have something similar: Time in status by parent task, if possible. We want to know how long a story sat in a particular status on our Kanban board. Michelle Yard Manager, Marketing Operations Insperity Houston, Texas

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  • Skye, I'd love to see those handouts, if you could share them in this discussion. Michelle Yard Insperity

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  • I just found this string, and want to ask for clarification on something: When a team member puts PTO in the WF calendar BEFORE a project is made current, the project will adjust "ASAP" tasks to accommodate that PTO. However, When a team member puts PTO in the WF calendar AFTER a project is underway...

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