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PeggyHe
PeggyHe
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Re: Our users submit a request to the creative team by creating a request form, which is a custom form. It routes to our CS queue and then a project is opened. I'm wondering how best to manage repetitive requests. - Workfront 19-03-2021
Leah, thank you for taking the time to provide this answer. I read it a few weeks ago but neglected to respond. I appreciate your help ---

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Our users submit a request to the creative team by creating a request form, which is a custom form. It routes to our CS queue and then a project is opened. I'm wondering how best to manage repetitive requests. - Workfront 03-03-2021
We have one group of stakeholders who want to copy the custom form every time it needs to be submitted because the information, other than the title and the dates, don't change. Is there a way to copy the custom form? Thank you.

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Within Workfront Classic, how can a user with a work license share a link of a document. I have a plan license, I can share it via adding someone to it, or I can share it by emailing a link to the document. - Workfront 11-11-2020
Here is the background, our designers post a PDF, which becomes a proof. I (admin) have the ability to create a link and email the link to another user within WF. My marketing partners don't (work licenses) There are various multi-step ways for them to share the proof but I'd like them just to be able to share the link, as I can. They are sharing the proof with people who may or may not be on the job. Thank you

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Re: Do you know how information in the Parent Task line can cascade to the child tasks without being retyped: - Workfront 10-06-2020
‚Hi, thanks for your response. I meant task names themselves - Anthony and Heather provided some good options for me to use.

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Re: Do you know how information in the Parent Task line can cascade to the child tasks without being retyped: - Workfront 10-06-2020
‚Heather thank you. I didn't realize custom field was so robust in the calendar. I will certainly start using it more. We are not on the New Experience yet, I'm looking forward to migrating over. I will spend a lot of time customizing the user's template layouts.

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Re: Do you know how information in the Parent Task line can cascade to the child tasks without being retyped: - Workfront 10-06-2020
‚Thank you Anthony -- the information you provided certainly helps. I didn't realize that the custom field contained so many possibilities.

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Do you know how information in the Parent Task line can cascade to the child tasks without being retyped: - Workfront 09-06-2020
Our projects are set up with a parent task and child tasks. The parent task identifies the asset and the phase of the job for example, Design - 2 social cards (additional detials). Child tasks are then named, 1) "first pass" and 2) "approval" historically we do not add a lot of task details to the task lines. Problem is when we create calendar reports and on the designer's homepage details about the task are limited. I would like parent task information to cascade down to the task lines. I'm try...

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Re: Workfront notifications - Workfront 30-11-2016
Anne, thank you for your feedback. We will look into this option today. I really appreciate everyone’s help!

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