For this year's Leap, my session was about scaling your team and your administration of Workfront to support a rapidly growing company. (If you haven't had a chance to watch it yet, you can watch it here: https://event.on24.com/wcc/r/2425466/DC534FFBA07EC6975982E583D68DA9CB.) I'm here to answer any ...
Hi Elysia, Try "Planned Due Date is Less Than $$TODAY" - that should do the trick! (It's really weird to think of dates that way, but less than = before and greater than = after in Workfront in relation to dates.) Molly Privratsky Trendline Interactive
This would be very helpful for us as well! The Home page for most folks is unusable because of past approvals and tasks that aren't closed out. Molly Privratsky , VP, Operations, Trendline Interactive O C W
Hi Leslie, I think that is a good approach. Another way you could approach it would be to set up Project Templates for each client tier and pre-fill the billing rates on those, if you wanted to streamline your Company setup. You don't have to create tasks or anything else for the template if you don...