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mirandad3750069
mirandad3750069
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Re: Seeking Creative/Marketing Agency to share ideas and processes! - Workfront 19-05-2022
I would also like to be a part of this convo. We are trying to figure out how to use the system for both internal creative teams and external agencies. Sometimes projects have split responsibilities between groups as well.

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142

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1

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0
Can Group Admins be part of the SSO "Admin Exemption" - Workfront 18-05-2022
Hello, we just enabled SSO in our instance and I'd like our group admins also exempt. Is there a way to enable this? "Admin Exempt" appears only to be active for System Admins.

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17

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1

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0
Approval Process - Workfront 26-04-2022
This seems like a crazy question, but I don't understand how to clearly show when an approval process is complete and that the object is approved. You can choose to set the status if its rejected, but theres not automation on if its approved what status to give it. We are using issues to route briefs for approval, and this seems like a very basic function. How do we know whats been approved?

Views

64

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1

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2
Re: Is there a way to remove field labels in summary view? Please see attached screenshot. - Workfront 01-03-2022
I am not sure if you can have no label, but you can make custom labels for each column. From the edit report area, if you click on the column you want to make changes to there is "advanced options" over to the right. Then there is "Custom Column Label" which you can rename to what you want. I've not tried to make it nothing, maybe just a space would work though?

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26

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0

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0
Company logo applied to exported PDF custom forms - Workfront 01-03-2022
Hello, We have a workstream where we are exporting custom forms (in this instance the custom form is serving as the brief) to share with external agencies for quoting purposes. Is there a way so that when we export the data from the custom form as a PDF, that our company logo also appears on the file? Right now formatting is ok, but we'd really like our info on there as well. Hoping this is something simple that I am just not seeing. Thanks!

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18

Likes

3

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0
Re: Archiving ProofHQ Proofs once project is complete - Workfront 25-02-2022
Even after the proof is locked, if the approver never made a decision on a proof it unfortunately stays in their work list. But we are now going to make that custom dashboard on the landing page at the access level. It just seems like the work list has 0 function then.

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62

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0

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0
Re: Archiving ProofHQ Proofs once project is complete - Workfront 25-02-2022
A current workaround is creating a custom dashboard for the landing page in the layout template. But that makes the native "my work" landing page useless.

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62

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0

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0
Re: Allow comments to be marked private within a team and individuals, not just private to a full company - Workfront 24-02-2022
We really need this too. We are using groups sort of like "departments" we'd like even to have the ability to "post to my group".

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39

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0

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0
Archiving ProofHQ Proofs once project is complete - Workfront 14-02-2022
Is there a way so that once a project is complete, all outstanding proofs in that project get archived? Some of our users when they log in are seeing very old "late" proofs. But the project moved on without their approval. They only solve I've found is removing that person from every single old proof, which is not ideal. If the project is no longer active, it'd like the "late" proof approval reminder to go away to keep the my work list accurate.

Views

62

Likes

2

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5
Approval Flows by Job Role - Workfront 07-02-2022
Hello, We'd like to set up approvals flows that name a job role rather than an individual person as we have frequent movement in our company. However, this feature doesn't allow you to actually identify a person while applying the approval flow. If you name a job role rather than a person, it sends the approval to anyone with the job role which seems useless. Is there a way to set up approval flows to show which job roles need to be included in the flow, but make it editable so that you can sele...

Views

23

Like

1

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1