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TimWy1
TimWy1
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  •  in Workfront Questions 11/25/25
    Hey Laura,There are a few different ways you could achieve this, but first I want to note that I think your best bet is to do it through a task report instead of a project report (which will end up being way easier than messing with a complicated text mode in this situation). I've done this a few di...

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  •  in Workfront Questions 11/25/25
    As a follow up to @VicSellers answer, you can also assign the layout templates she mentioned to broad groups of users as well instead of just doing it on an individual basis. That can be based on job role, members of teams/groups, etc.Hope that helps!

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  •  in Workfront Questions 11/25/25
    Hey Knelis13,I think you'll have a much harder time getting task information into a project report than the other way around. Based on what I understand you're wanting to see, your best bet is probably to use your task report and group by project name - that way you could at least collapse the resul...

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  •  in Workfront Questions 11/25/25
    Hey Brittiny, If I understand your question right, it sounds like you want to set your projects up completely in planning mode, but not have the task assignments officially hit your resource management workload balancer until the project itself is approved and is out of planning status. If I'm on th...

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  •  in Workfront Questions 11/24/25
    Hey Bruce, As long as I'm understanding your question correctly - if it absolutely has to be on a project report, you can include the text that was included with the latest note/update that was made. Depending on what suits your needs, you can either use the field "Last Note: Note Text" (which displ...

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  • For our workflow on our basic "get me this deliverable by that date" kinds of projects, we have a general project template that includes Design Proof 1, 2, 3, and 4, along with a "finalize design" task for the designer to ensure they package and store files in the correct place for archiving. Each o...

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