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PeggySt1
PeggySt1
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Re: Allow “Mass Collapse” of all parent tasks that are 100% complete - Workfront 12-11-2021
Just an FYI - this can currently be accomplished by using a Filter called "Incomplete Tasks" or whatever you want to call it. The Text Mode code for it is:statusEquatesWith=CPLstatusEquatesWith_Mod=neI think this accomplishes what you're asking (unless there's a piece I'm missing).

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Re: Capturing Costs - Workfront 06-12-2018
Hi Peggy - Here at Harvard we have begun using Workfront to track the many events we have on campus - and are using the Expense tab to track the expenses for each event - we have set up a custom event exp form to capture additional expense related fields (like Vendor name, Date of Invoice etc.) - Happy to discuss more with you if you are trying to use Workfront for University Events. Teri Teri Chisholm Harvard Alumni Affairs and Development

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Re: Custom Forms - Workfront 13-09-2018
I'm sure others will have better answers, but the simple one is that you have to create a Custom Form based on the object type. If you want a form for Requests then it has to be created as an Issue-type Custom Form. Then, if you plan to turn that Request/Issue into a Project you have to duplicate that same exact form with the same exact fields into a Project-type Custom Form – it acts as a receptacle form to "catch" all the data entered by the requester as it transfers the data from an Issue int...

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Re: Requestor - Workfront 17-05-2018
This may sounds silly, but have you shared the project with her? With such a low access-level, you would have to share it with her. I have forgotten to do this sometimes. Jazmin Allen-Collins Analog Devices, Inc.

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Re: "Reviewers" Non Licensed - Workfront 03-11-2017
Hi Peggy, The responses here have been great. This is something I'd ideally discuss with one of my clients on a phone call, but I'll try and be as clear as I can here. Notifications: As a general rule, emails are not sent out when a project is in Idea, Planning, or Requested status. As an exception to that rule, users will receive emails if they are directly tagged in an update. Members of the project team should also receive an email for "Project Status Change to Project Team". This indicates t...

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