Have you considered taking it into a task and creating an approval route on a task with her being the approver? It would be a little more effort on someone's end but once the first version is ready, it could get dropped into the task an attachment and set up the routing rule to go straight to her. C...

Hey Rafal - is this only able to be done with Task reports? I've tried grouping by request entry date and have never seen the option to group by month.

Thanks for taking the time to reply, Rich. Very helpful.

Hey all - trying to give my Director of UI/UX automatic email notifications for conversations on tasks. I'm looking for something OTHER than tagging to enable this. Is the best way to achieve this to just assign my Director to all the tasks on a given template and ask others to leave him there as a ...

Thanks for that idea Richard_Le_! Hoping one day they do create a poll option  That would definitely be a way we might go if the project warrants it.

I think i know the answer to this but just in case someone knows differently - does Workfront have the functionality to do any kind of polling or have a 'voting' aspect in PROOF?   We do creative work and our creative directors sometimes would like to route things not necessarily for 'approval' but ...

Hey Jason - do you have a project form attached to the project? Every time you have a custom request form, you have to have an identical project form on / attached to the project to ensure that the information ports over correctly. If you have that existing request form, i suggest copying it and mak...