Hello! Sorry I missed your message while out on PTO. I'd be more than happy to show you what I've done if you'd want to connect via a webex or something at some point.

Hello! Happy to show you and walk you through it if you're interested. I built reports that display only the fields each team needs to do their job and put those reports on a dashboard. I then made that dashboard accessible via a custom tab on the project. So, the creative team has a dashboard title...

We have a workaround of what we call "attachment templates." They are project templates that do not have any custom form on them and they have the word "attachment" within their name so they are easily identified as templates that are meant to only be attached to existing projects. They are not used...

I put all of our projects that are set as request queues into a portfolio titled "Request Queues." Maybe that would help you as well.

Another idea to consider is to instead provide links to the process guides on the tasks within the project templates. Those links can direct the user to the uploaded document(s) within Workfront. That would prevent the document(s) from being uploaded each time the project template is used but still ...

My suggestion would be to have a folder within the Workfront project that has the sharing dialed down to only be accessible to those within creative who are working on and/or approving the piece until it is ready for others. Then, when it's ready for others to review, move that document into another...

We have a large custom form (and sometimes multiple forms) on our projects and one of those forms includes the fields for a "creative brief."The way we've gotten around the custom form "wall of text" for our teams is I created a dashboard specific to each team that is on a tab and that displays just...

Within the queue details and queue topics, we need to be able to set a default of planned hours the same way we can set a default duration.Without having to do hand work after a request has been submitted, we cannot get the resourcing tab to be accurate because of the planned hours being automatical...

The above two comments are true and also IF the planned hours and/or planned start TIME isn't the same on all on both project or the tasks within them, it could throw off the planned completion date.

More than happy to share, Cathy. It would be easiest for me to share my screen with you sometime. Feel free to contact me and we can get something set up. Hope you’re having a great day! Denise Moore | Ameritas¬Æ | Senior Analyst, Project Management 5900 ‚ÄòO’ Street, Lincoln, NE 68510 | p: 40...