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Halie_Baer
Halie_Baer
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  • Hi Again, I pulled a report of projects and added "Program Name" and "Company Name" as columns. I would like to be able to quickly go down the line and update both of these fields in all of our projects, but I don't have the in-line editing option within the report to update Program Name and Company...

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  • This may be a dumb question, but I feel like I'm going crazy. I am try to go through all of our projects and update all the portfolio, Program, and Company information. When I try to fill in the Program, no options are appearing. I have double checked that the groups are all the same and that the pr...

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  • Hello! Can someone help me sort out the difference between document approvals and proof approvals, and when to use each? Our in-house marketing team solely uses proofs and never uses document approvals. But now without having a widget in new home for "approvals I've created," we have no way to track...

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  • Overview: I would like to be able to pull a report showing the answers to certain fields on a custom form  Background: We are an in-house marketing department. We get requests from several places (dealers, sales team members, and internal departments). I've created fields on the custom form we use f...

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  • Our users are not receiving notifications when a decision has been made on a proof they've created. What settings do I need to adjust to resolve this? 

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  • Hello! I would love to hear how your team uses Project Sponsors.Background: I project manage for an in-house marketing team. Wondering if this could be a solution for us to automate project requesters to get updates about a project without me having to remember to loop them in on any major changes (...

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  • When creating a report, are you able to filter by decision status for documents uploaded as proofs? And is there a way to also filter to only see current projects. 

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  • I could use some help formatting our process for task/project requests that aren't going to specific users... Background - We are an in-house marketing team, so we don't track hours in WF or use workload balancer. We currently send design requests to the job role "graphic designer." Their admin then...

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  • Our design team is asking if there is a way that they can be notified when the status of a proof changes... We are a marketing team that frequently upload artwork to WF to be proofed. Our designers are having to check to see if their proofs have moved to final approval, approved with changes, etc. I...

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  • Howdy! Is there a way to control notifications for tasks that are assigned to a role and need reassigned to a person? Right now our team is structured so that myself, the project manager, enters tasks into workfront and assigns to a person and/or a role, and the managers on the team are responsible ...

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