Thanks to everyone who expressed interest in a Denver area meetup! All logistics have been finalized so if you're able to attend this networking and learning event/happy hour with the Workfront Customer Success team (Cynthia Boon, Leslie Spier, and Nichole Vargas), please let us know by registering ...

@RLepoudre You can reference native fields in your custom form via calculated custom fields. So if your brief is on the project, you can add a calculated custom field that would pull in the project Budget field. If you type in Budget to your calculation field, it will show as {budget}.As for auto-po...

I love what others have shared below, so I'll just add to that! Continuous education for your users can be a full-time job, but I realize that as a Workfront Admin you have a handful of other duties to manage on top of just training and enablement.Identify the channel(s) that your users most frequen...

I'm curious as to why your designers won't click into the Project Details section - is it because they aren't sure where to go, it's an extra click, there's too much scrolling because not all fields are relevant? Have you thought about creating a report that has only the necessary custom form fields...

@LB103 Have you thought about utilizing display logic for the different deliverables so that fields only appear based on the deliverable selected? Rather than adding additional forms, since that is a manual process. 

Calling all Boston area Workfront Admins! If you are located in the Boston area and are interested in meeting other Workfront Admins on Friday, September 27 for a lunch and learn, please register HERE. Based on customer feedback, North Station was the most recommended meeting location, so we have se...

@MartieS Typeahead fields are a bit tricky when using them in reporting. To see the Trainer's Manager Name and Home Team in your task list view, you can use the following: displayname=Trainer Home Team textmode=true valueexpression={DE:Trainer:homeTeam.name} valueformat=HTMLdisplayname=Trainer Manag...

@MelanieM1 I would say it depends on what you mean by "doing well" or following processes. It could mean users who don't have any late tasks or tasks grouped by user/assignee where the actual completion date is less than the planned completion date. If you are tracking time, it could be users who lo...

@kas16 Requests cannot be routed according to a custom field selection, however, you can apply routing rules to Queue Topics and route requests to specific teams or individuals. So, in your case, I would recommend creating queue topics based on organizational unit so that depending on what is select...

You can manually add users to the People tab of a project, but not a template. But curious as to why a user would need to be added, if they aren't assigned work? Is it like what Joaquin mentioned below in that they need to be notified of new projects, or it it something different?