Hi Jamie, What team are you with at JLL? LeapPoint has been working with 4 or 5 departments at JLL for the last year or so. I believe that the JLL Transformation Office (TMO) has done an internal Tableau integration with their Workfront instance. I can put you in touch with their system administrato...
Hello Lavanya, Yes - you can use kickstart templates to populate dropdowns and other custom data fields. This article should be able to get you started on the process. You'll mainly use the parameter and parameter group areas for custom data:
Agreed. There are certain key steps the need review, approval, or information filled out before completing a task. This will help with governance in PMOs or even help with tighter campaign management for a multi-channel marketing project.
This feature is also important for Workfront users in industries like manufacturing and product development. There are certain things that absolutely must happen - i.e. components on a station for building automotive equipment. There isn't really a choice to "work on it". It will either be assigned...
Dashboard need to be sent and exported identically to reports. Often times executive leadership needs a quick snapshot of something like a portfolio health dashboard. We can't expect them to log in to Workfront to view these.