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WendyWh
WendyWh
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  • Hello! We have a team who is interested in using Agile in Workfront for their projects. They have a project already built using standard Waterfall parent and child tasks. Is there a way to convert the existing tasks into stories so they can starting using this project in Agile? Wendy White AmeriCred...

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  • Thanks for the tip! I reached out to our consultant as well and his solution was: Custom task fields DE:tasks:fieldName="value" DE:tasks:fieldName_Mod=in With "fieldName" on the first line being replaced with the name of the field on the custom form and "value" being replaced with what value t...

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  • We have created a task custom form to filter when a project needs to be included on an Executive project report. Now I need to add this filter to the report, but I can't get the task filter to show up. I'm hoping there's a way to do it using Text Mode. Any ideas? Wendy White AmeriCredit Financial Se...

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  •  in Workfront Ideas 11/9/17
    Our UAT team members have requested a "Skip to the bottom" button on the Updates tab. They generally come into a project at the tail end and they like to go through the all of the updates to get a feel for what has been done. It help them get to the oldest update and then work their way to the newes...

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  •  in Workfront Ideas 11/9/17
    Several of our team members have asked for a "Expand/See All Comments" button for the Updates tab so when trying to find a comment in a project that has several strings, instead of having to click "See all X comments" for each string, you can click one button that will open them all.

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  • We have recently started using the rich media/interactive proofing capabilities for emails. People are really excited, however it requires a URL to work. We have two departments that create Outlook emails that do not generate a URL and we're wondering if there are any options to proof OTF files inte...

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  • Has anyone tested the Filter System Updates feature? The video on this change was slightly disjointed and glazed over very quickly, however it's something our team is interested in. If I understand it correctly, you turn off the System Updates in one project and it will that way in all projects unti...

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  • We have had similar conversations that led to a rabbit hole of trying to figure out our options for different messaging. Lucas, where did you change the wording? I'd love to dig a bit deeper and provide our team a solution. :) Wendy White AmeriCredit Financial Services, Inc. dba GM Financial

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  • We are restructuring our Workfront system and splitting out different business divisions into their own Company instead of having everyone fall under one company and separated by groups. For those that have multiple companies in our system, do you have any best practices for identifying which portfo...

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  • In one of the sessions I attended at LEAP, the presenters said they had customized the messages in their email notifications. I have been asked to change the Workfront approval decision notification from "[Name] has rejected your proof" to something a little less harsh such as "[Name] has not approv...

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