This is amazing! Thanks for the tip. I created a report for our project brief to be added to a tab last week, but I hated how it looked. I wanted it look look more like the form, but couldn't figure out how. I'm definitely giving this a shot. Anthony, is it possible for you to share the text mode ...

Is there a way to assign a team instead of an individual user in the Proofing module? We are introducing a Creative Governance into our process and we would like to assign the governance team to whatever proofs need to be reviewed for that week. We're looking at creating automated proof workflows, b...

Hello everyone! I have a question regarding the "Set new project status to.." preference: is it possible to have different default statuses for different groups? Currently we have 2 groups opening new projects and one group wants to have a custom status called "Governance" used as their default an...

Hey Team! Does anyone know if it's possible to have a new request automatically converted to a project? We are looking to automate a couple of recurring projects that are extremely time sensitive. Also, if it is possible to auto-convert, is it also possible to auto-attach a template? Thanks, W...

Hi Greg, We are reporting to the "milestone" object. In Workfront, we are using the special "Milestone View" which shows milestones we've assigned, the dates they are due and the condition. I was incorrect in my original statemnt regarding the Excel file attachment when sending the report. I tho...

Hello Everyone! Is anyone found an option to send a Milestone Report via email that does not require someone to login to Workfront to view the report? We've tried sending it as HTML, PDF and Excel, but the attached files are just links to the report which requires the receiver to login to view it....

Hello Reporting Gurus! We have a few executives who are requesting a report for all projects closed each month, but they want it in calendar view not the standard list or graph view. We've created the calendar, but the only option we see is to Share it versus Send it. Our executives do not want to...

Has this demo happened yet? I don't see an update in the thread and I would love to register. Thanks!

We noticed the same issue for Not Required. What we started doing when a task was changed to Not Required was to also remove the resource assigned to the task. This removes it from their My Work tab. We're not using Resource Manager yet, but I also remove the Group/Team the person belongs to so once...

Thank you, Jason! I turned the setting off and then back on and it helped. Afterwards we started getting notifications in Workfront, but not actual emails. I went into Setup > Emails > Notifications and turned on " Task Assignment to Task Assigned To " and some people started receiving emails (Syste...