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DeniseNe
DeniseNe
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Re: Is there a way to add a key or legend to list reports on a dashboard? (i.e., green = due today; yellow = due tomorrow red = past due, etc.) - Workfront Archived Groups 01-03-2021
I *think* this is what you're referring to...screenshot 1 shows the dashboard with the color coding. Screenshot 2 shows how to get into the conditional formatting that allows you to set up colors to mean certain things. You can customize the language used in the color coding to indicate what you want the color to stand for. In screenshot 1, we decided to change "Behind" to "It's getting close..." and "Late" to "Yikes! I'm late!" I do not know of any other way to create a legend like what is seen...

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Re: Could you share any templates you used for capturing governance documentation (change requests, issue logs, request cues, etc.)? - Workfront 20-10-2020
We don't have a template, but we house all our documentation in one project, each document has a corresponding task assigned to whoever should update that document and once that document has been reviewed/updated, we generally just push the task due date out another year rather than creating a new task. We do use both document folders and parent tasks to group the documents/tasks either by role or by group responsible depending on the document. I'm sure other's have stricter requirements for the...

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