There is something hinky about the Template Roles text mode. When I applied it to my list of templates, there are job roles appearing with templates that don't apply. For example, I have a template that lists "Multimedia design" as a job role associated with it, but when I look at the list of tasks,...

For a more immediate solution, if you can use "Contains" instead of "Equal to," you should be able to filter all tasks of that name.Better yet, use milestone paths. When you have milestones in place, you filter your task report on all tasks with a certain milestone. I use this to plot an asset's dep...

Hi, @LisaCa2. It sounds like you might need assistance for something related to your organization. This forum is for Workfront users globally—not just within your company. I recommend you reach out to your instance admin for help with answering your question.

Description - Today I learned (TIL) that there is a character limit on the description field for a Job Role. I can live with the character limit, however when I first ran into it, Workfront didn't deliver a clear message describing that there was a limit.Why is this feature important to you - The wo...

My understanding is that when a dashboard is added to an object like a portfolio or project, its location layers an inherent filter to pull only data related to that object. So you could have one dashboard with no filter on a portfolio, but when you attach it to a specific portfolio, it should only ...

@monicadibo Work delegation is in this quarter's release. Depending on your cluster it's available now or tomorrow. I suspect proof delegations is still a separate function.

Similar to what @Colleen_Grenon and @NicholeVargas have said, it's valuable to meet your report viewers where they are. I find that higher level leaders need information delivered as easily as possible, so I spoon-feed them dashboards.

Expanding on Leslie's thoughts: I would encourage you to communicate where your users are. In my case, we're a Microsoft company, so Teams is a great place to start. I thought carefully about what qualifies as a key update because I wanted to balance the noise I send out and make sure I could handle...

I love the unshare approach. It's a delicate way to test what is and isn't used in a system, especially if you're a new admin who has inherited an instance.

Description - I confirmed with support that a job roles report does not display the Quick Filter when the report is included in a dashboard because it has not been brought into parity with other report interfaces.Why is this feature important to you - The Quick Filter is one of the most helpful func...