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Lindag2
Lindag2
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  • If I pull in all the custom data fields into the report and upload it, where is it uploading to? it's not clear in the instructions. do I need to create a specific portfolio, program? Please send me a link to a video tutorial on kickstarts so i can watch it. I don't like that I have to do all this t...

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  • Hi Madalyn, Thanks for the feedback. I created a custom form with the fields I need pulled into the report. So I would upload the data as a report? This report will need to be editable and have the ability to manually add/delete numerous rows/columns as needed, like an excel sheet. Will this be poss...

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  • I need to re-create a very detailed project status report in Workfront. Currently the status report is in an excel document. I'd like to upload all the status report information (columns and rows) into Workfront, so the entire team can go to one place to view and update it. Having the status report ...

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  •  in Workfront Ideas 4/7/25
    4 years since the first comment and still no action from Workfront. I open 10-15 programs each month, they are basically all the same but I have to do it manually one-by-one. 

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  •  in Workfront Ideas 2/11/25
    It's frustrating that I can't add a Task Status column to Project Templates. Our company relies on status to traffic projects between our creative and account staff. I want to pre-program tasks with certain statuses when the Template is opened into a project. Please make this change in the near futu...

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  •  in Workfront Ideas 12/23/24
    I agree. As an administrator, there are common reports shared among teams that I'd like to pin to their navigation area on their dashboards. I currently cannot. Please try to make this system upgrade in 2025. Thank you.

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  •  in Workfront Ideas 11/4/24
    How come when I choose to filter by Task Name the report automatically defaults to Task ID? Why isn't the "Name" feature accessible in the filter section? I think it's like that for all "name" filters. Then I'm forced to switch to text mode and manually code the report to filter by name. Please fix ...

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  •  in Workfront Ideas 6/2/24
    When creating a Custom Form - Just like the TEXT and PARAGRAPH fields have 3 different width size options to choose from, you need that for the CALCULATED FIELD as well. My company pulls in large paragraphs of text into the Calculated Field and the width of that field box is standard, can't make it ...

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  • Thank you so much for the tip!

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  • Hi Rich! Thank you so much for your quick response, I'll look into it and let you know if I have more questions. 

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