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KarenRu
KarenRu
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  • Doug to the rescue!!!! thanks. I'm somewhat remedial. I just tried to do this- and it didn't work- did you list all the steps involved? I went to the training section to try to read up on it- but couldn't find anything to help me :( tks Karen

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  • Hi Amy, This was a big deal for us- and I was actually surprised that WF didn't have a feature that generated job #'s for the marketing/creative industry, because we live and die by job #'s! During the sales process- I obviously didn't dig deep enough to understand what they meant when they say th...

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  • Hi Layne, Could you explain how you attach the report to the client review task? and provide a sample screenshot of the report? this sounds like an interesting approach- I love the idea of someone taking notes of the client feedback - right into the task in the meeting! And I'm assuming this works...

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  • Polly, Could you post a screen shot of the report? tks Karen

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  • oh- can't wait!

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  • Thanks Everyone- great discussion. I'm going live tomorrow, and hope to incorporate alot of this once we're up and running. Katie- I love your last slide- empowering creatives! I just told my creative team on Friday when we were training for go love- to tell anyone asking you to do something "If i...

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  • Heather, I'm new to workfront- we're going live oct 3! I would like to send out some automatic reports- similar to the one you described- any chance you can share the report? with the criteria you used to build it? I have to take the reporting classes so I'm more knowledgable on building reports. ...

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  • Of course I'm interested in how your homework turns out! Please come back and post your progress :) Karen

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  • Doug- We still have launched yet- new "go live" date is Sept 1st! I'm going to forward this threat to our implementation consultant- to make sure I fully understand the commit date issue- and based on what I've read here- I think it will annoy us too- so will like to see how the new solution you o...

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  • First off- Welcome Alex! Thanks for taking the time to engage with this constituency. I'm a new Workfront customer, and I'm very impressed with the level of dedication WF shows its customers. Second- Steve- you hit the nail on the head! I agree with your comment 100%. I'm in the middle of an imp...

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