Great idea and I have many clients that want this capability. I also recommend this for Issues in dashboards as well!!

Having a typeahead field that is bringing in Portfolio Names is great because now we don't have to maintain a separate dropdown field with the Portfolio Names as new ones are added or old ones marked "InActive". The problem is that I have other fields that need to display based on the Portfolio sele...

Ryan, Once you make it a formula (valueexpression) it prevents you from inline editing. Do you need to see the subtasks in the report? If you filter the report to pull in only the parent tasks you would be able to inline edit the custom field. Will that option work? Thanks! David DAVID A. TAYLOR SVP...

Ryan, Here is one way to get what I believe you are looking for. The code is: valueexpression=IF({indent}=0,{lastNote}.{noteText},{parent}.{lastNote}.{noteText}) valueformat=HTML Let me know if you have any questions. Thanks!! David DAVID A. TAYLOR SVP, Managed Services

Kristy, Workfront did add functionality that allows us to now select a default task custom form that needs to be attached to a task automatically when a new task is added to a project, which is done at the project level. Was there something else you expected from what you read? Thanks! David DAVID ...

Chrystal, Workfront tracks many dates and what you are talking about is the Projected Dates. These dates move back and forth based on the predecessor task being completed early or late. The Planned Dates don't move because that is what was originally planned and if they moved you would never know wh...

Skye, The issue with the audit text not capturing very much is that Workfront doesn't always turn on all of the Audit Types to capture the information in the Audit Note. I found that the client I am working with right now didn't have any of the audit types turned on in the database for tasks and iss...

Leslie, Kirsten is correct that the only way to do this is via conditional formatting so I created a custom field called Key Reporting Tag. This is a single select dropdown field that has different entries, one of which is "Informational". I then put my conditional formatting on that field, for the ...

All, I am working with a client where most of the Marketing Department is using Workfront except one team that is more enamored with Asana than Workfront. The team lead is a certified Scrum Master and is trying to move their very analog method of working in an Agile fashion over to a digital platfor...

Diana, As long as you are referring to people who are on the People tab under Staffing of the project you can do a Project Report and filter on either name, home team, or home group under the heading Project Users. This will pull all projects where that person or people are part of the "Project Team...