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DebbieSc
DebbieSc
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Re: Looking for a solution where a person enters a project only for reporting purposes. - Workfront 21-02-2022
That is the solution I am currently using. I created a one task template that they can use to capture their project for reporting. So, it sounds like that is likely the best option. Thanks for your feedback.

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Re: In regards to Portfolios, what are any of the pros/cons on creating one portfolio for your organization vs creating multiple portfolios? - Workfront 18-02-2022
We use Portfolios to represent our Divisions (we even custom name them as such).So our setup is:DivisionCampaignProject Then I created a custom form to capture the Department within the Division that we want to report on. That custom form is attached to all of our templates, and it is mandatory to answer. Hope this info is helpful.

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Looking for a solution where a person enters a project only for reporting purposes. - Workfront 18-02-2022
As we have evolved over time with Workfront, we have found that it's only the design/creative tasks that we want to task and use for project management.But we still want to "count" the projects that the writers do - we just don't want them to have to create a complicated project with tasks they have to mark off, as this is causing additional work for them (they already were managing their work in other ways).Solution Ideas?

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Re: Multiple Deliverables - Workfront 01-10-2021
Okay, thank you for your help. It's actually comforting to know that I have come up with a good solution by using the word Design to build a report to count those deliverables. Unless I can think of a better way to show these results in a visual report, I may just stick with what I have built. Because even if I build a custom form so "deliverable" can be chosen, this option is still subject to human error, as the specialist may forget to take that action. All this said, I may stick with my "Desi...

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Re: Multiple Deliverables - Workfront 01-10-2021
Here is my current method:The Project accounts for the article deliverable from the writing team.Parent task within that project is something like Graphics Package. Child Tasks: Design IG story 1, Design IG Story 2, Design FB, Design TW, Design LI and so on if there are other unique design tasks. I do a monthly report on the number of projects by division and department, showing the project owner. Then I create a separate bar chart report that shows the number of "Design" tasks (deliverables) by...

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Re: Multiple Deliverables - Workfront 30-09-2021
Sounds like I need to look up a Template Task ID to understand how it works and whether it would be something I could utilize to solve my problem. I had considered creating a custom form with the choice of "deliverable" and have it available within a column on the project (at task level). But as I understand it, both of these solutions still require a separate task to be created for each of these deliverables. Another challenge is - I don't think I can force the project owner to choose that drop...

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Re: Multiple Deliverables - Workfront 30-09-2021
This seems like a basic need for all of us, to be able to count deliverables without having to create separate projects for each of them, which can be very cumbersome and time consuming, especially when it comes to deliverables like digital assets for social media and the like. I realize this conversation is five years old, but I am not finding many answers in the way of counting design deliverables (within a larger project). Has anyone discovered a solution?

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Reporting on Design Tasks for Accurate Visibility into the Creative Team's Work - Workfront 24-06-2021
Our implementation (2+ years ago) was setup to depend on Project Reporting. So we created templates for every "deliverable" whether that was a Writing deliverable, a photography deliverable, a video deliverable or some other design deliverable. However, many projects combine writing and design needs. So our design tasks have often been buried in other projects, and have not been reported on appropriately. Plus, our team finds these templates to be complicated and cumbersome to manage. So, I have...

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Re: Workfront certified system admin spotlight: Vanessa Tripp - Workfront 12-04-2021
Look at you @Vanessa Tripp‚ ! Great to see you featured!

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Re: Project Briefs - How have you integrated this in WF and What is your process? - Workfront 07-12-2020
Interested to know how others handle this as well. We currently use the Program method as well, but it does cause additional clicks to go find that information when you are working within the projects of that Program.

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