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DavidTa1
DavidTa1
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  •  in Workfront Ideas 8/20/21
    Great idea and I have many clients that want this capability. I also recommend this for Issues in dashboards as well!!

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  • 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...

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  • Chris, I can get you close without an integration or using the API. Each task has a setting called Tracking Mode with 4 choices. On the single marketing project, set all 8 tasks to "Auto Complete". Then use a cross-project predecessor with Finish-Finish from task 1 to the last task or overall parent...

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  • Nikki, In order to use those status' for that team in the Agile view you will need to make those Status' system wide. Workfront currently does not allow Agile teams to use their own status based on the group. I hope that makes sense and helps. David DAVID A. TAYLOR SVP, Managed Services Rego Consul...

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  • 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...

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  • 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

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  • 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 ...

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  • 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...

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  • 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...

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  • 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 ...

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