Allison, Any chance you could show the dashboard or report/custom form? I'm fascinated by this approach! tks Karen Karen Rutz Harvard Alumni Affairs and Development

Hi All, I've re-read some posts regarding enterprise wide implementations. Can anyone share their experiences with setting up an enterprise wide governance board? Any documentation? How did you decide what are global settings/configs vs. local options? Thanks in advance! tks Karen Karen Rutz Harvar...

Hi All, I'm full of questions this week! Does anyone here use an integration between Workfront and Saleforce Marketing Cloud to help manage email campaigns across multiple departments? It takes a village here to get an email out- we all play a role, and right now- managing the workstream is very clu...

Hi Anthony- and everyone. I work in creative services. So most of work goes through many rounds (i.e- partner edits). Is that what you constitute as a "change". Or is a change- i.e- a change in scope? Just curious. Because I would also like a way to report out on the rounds of changes we go through ...

Agreed! We live and die by job numbers also- and I was also surprised that workfront didn't generate job #'s! We are getting by for now- but would love to see this feature. And if WF is trying to go after marketing/communications/creative services industries- they should build this into the syste...

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

Hi All, Need your genius thinking! I'm trying to write a report that will help inform me if the project managers are keeping up with their project documentation. So I started with a document report- pulling in all documents on a job- that is owned by a project manager or coordinator. And I was man...

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...

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...

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