I doubt if that is possible without calculated fields.also on choosing creative type drop down i see multiple options under asset selection too. is there anything in specific it should auto select ? or is the request is to see if its possible to open the dropdown so its not missed ?I am eager to lea...

Hi @Kiersten_K You are right, there is no way to avoid creating proof to the documents uploaded by the user/ user have access to - work and plan licenses whose permission level is Manager & supervisor above would have access to create simple and advance proof to the documents. However, we can restri...

Thought this cookbook might be useful for Agile - Kanban and Scrum reporting.  - cdn.experience.workfront.com/One/Files/2022.2 Agile Reporting.pdf

Hi @RT_Ops Here is how we manage and report on boards. Please make sure you have a project created to house the cards/ tasks/ issues in there. pull those task/ issues into the cards.>>or >> If you are creating or adding cards directly on boards, make sure to use 'Connections' to pull right project w...

Hi there,Here is what we could do & hope this helps.  1. Create a custom form 2. add custom form to the projects (via template if you are converting issues to projects using same process) Note: if you want to use them just to view and not in chart you can use multi select field. If you will need a c...

hi there, Yes we can get to that report, here are the steps you might need to consider. click on reports > create new Project reportFILTERSgo to filters to add > project status equals/ equates with current & onhold if you are looking for speacific projects in project group ? make sure to add this fi...

Hi there, here is the step to follow: Create - Task Report Add columns requiredhit on groups - switch to text mode and use the below :  group.0.linkedname=rolegroup.0.namekey=view.relatedcolumngroup.0.namekeyargkey.0=rolegroup.0.namekeyargkey.1=namegroup.0.valuefield=role:namegroup.0.valueformat=str...

Hope you were able to create using the above and was helpful.

Hi Mike, Here is what I have used.  displayname=Designer Assignedlistdelimiter=listmethod=nested(projectUsers).liststextmode=truetype=iteratevalueexpression=IF(CONTAINS("Designer",{user}.{role}.{name}),{user}.{name})valueformat=HTML This will bring in all 'designers' assigned to complete that partic...

Hi, Here is how you can create: Go to waffle menu, pick reportsChoose 'project report'Filters --> project group id (if you have one, so you are not pulling other groups data)           --> project status - Equals - Complete. Note:  use equates with complete, if you have other status equating with co...