Hello everyone, Question...something I have struggled with for a while and I finally have to ask: I am designing a custom form, and I get many times "this field is used in other custom forms". Well that's fine, but I want to edit it, how would I do that? For instance the field I want is "Deliverab...

Hello everyone, Our creative team and myself were poking around in the new ProofHQ format today and I have a few questions that we haven't been able to figure out yet: 1) We don't notice the text commands when marking up the proof...for instance before there was a tool on the far left that we could ...

Hello Everyone, I was wondering if anyone can share info about shared documents within Workfront? We are trying to get a spreadsheet or Word doc type of piece with a list of deliverables on it: file size, file format, due date, contact person, is it print/digital/video....just quick snapshots. But i...

Hello all, I am trying to run a report that will show when Task A is complete, how long does it take for Task B? Is that even possible? We are trying to identify some bottlenecks in our system and would like to find out which tasks are taking the longest. It's hard to gather a report (and we are not...

Hello, I am hoping someone can have input on a report I built to identify bottlenecks in our workflow. I call it a "hand off" report. Basically I am trying to show each project and what the next three open tasks are in said project. For instance if we are looking at it from a high level, I can say P...

Hi Everyone, Question....we have internal clients here at our college that have reviewer licenses. I know they are limited to what they can see and get updated on. However for particular projects (ie: an email blast), we would like for them to get notified when a task is completed on a project (the ...

Hello Everyone, Question....we are heavy users of the general updates area and the document updates area ....in terms of, well, updates, and dialogue, back and forth conversation. I never thought to officially ask in two years because for some reason I assumed it couldn't work but, is there a way to...

Hi Everyone, I am looking for a brief, high-level overview of Milestones. We have been using the system for two years and we talked about it at the very beginning but never followed through. If we are designing a brochure for a client, we want to group together tasks and color code them. For instanc...

Hello, Not sure if Workfront has this feature. I have never been able to find it in the tutorials. Is there any way a reminder can be setup for annual projects? For instance if we do a yearly annual report or magazine and want a notification sent to me or the project manager notifying us that around...

Hello Everyone, I am starting to experiment with converting issues to tasks-only rather than projects if it is a simple one-off. However I seem to struggle with changing the due date each time. It always takes some jockeying (which defeats the purpose of trying to make it quicker). For instance if t...