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WendyWh
WendyWh
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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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  • We have been asked to create a Document Approval report showing all pending approvals by a user and their direct reports. We already have the report by the user, but I'm struggling with how to include their direct reports. Anyone have an idea or suggestion on what criteria/filter I need to use? Th...

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  • Hello! Has anyone been able to access the survey and bonus material for the Group Hug! session at LEAP? I was in the first session on Monday afternoon with Greg and I took a picture of the screen, but I can't get the link to work. What I have is: https://goo.gl/OSwlCV I believe they had multiple...

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  •  in Workfront Ideas 3/29/17
    We keep three versions of each custom form: as Task, Project and Issue so we can attach it to the request queue, the project template and a task if we convert a request as a task. There are times we need to make extensive changes to the form and it would be very helpful to be able make the changes ...

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  •  in Workfront Ideas 3/9/17
    When assigning tasks to someone who is scheduled for time off it would be helpful to get a pop-up notification either at the top or similar to the notification when assigning a task to a Reviewer letting the Project Manager know that the person will be out of the office. Currently it automatically a...

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  • 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...

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  • 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...

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  • 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...

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  • 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....

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