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mirandad3750069
mirandad3750069
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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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8

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1

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0
Re: Approval Process - Workfront 02-05-2022
If you go to the Approvals section on the left side bar for the task/project that's been approved, it'll show a green check mark next to the name of the user who approved it. I agree that it would be very nice to have the approval automatically trigger a status change.

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36

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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 29-03-2022
There really needs to be more controls on this. Using teams or groups as a control would be great! My creative team likes the threads you can build in Basecamp.

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15

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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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8

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3

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0
Re: Archiving ProofHQ Proofs once project is complete - Workfront 02-03-2022
We are running into the same issues @Miranda Davis‚. It frustrates our users because if the proof stage has locked for them already there is not a point for it to show up on their Home page. We work by the hour and this issue creates a lot of confusion.

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30

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Re: Approval Flows by Job Role - Workfront 14-02-2022
I would be interested in this as well. Allowing to select the name would work, but ideally, it would be great if it could automatically go to through the approvals based on the job role and the department selected (not the requestor's manager or home group because we have folks that submit on behalf of other people).

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13

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Re: Bulk remove unassigned roles in tasks on project - Workfront 03-02-2022
Interesting challenge Miranda, I'm not aware of a way to un-bulk update in the manner you seek, but you could use our UberCalc solution (or Fusion, if you have it) instead. Alternatively, you might consider testing different Duration Types (e.g. Calculated Assignment vs Effort Driven vs Calculated Work vs Simple) to see if one of them is a better fit for your current workflow (e.g. doesn't divide the task's work by 6) so the Workload balancer is then more useful. Regards,Doug

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6

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Workfront for an Omni Approach? - Workfront 12-11-2021
In our instance we are looking to set up an Omni approach. Does anyone have an example of this working well? We are mapping this out and get hung up on things like what info is on a parent project, program or type based project (child projects), as having information scattered makes reporting complicated. We have a Project Online integration which integrates the schedule to a task level on the Parent project, which is really the only use for the parent right now. Another area we are looking to f...

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6

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Re: Is there a way to put in something similar to "time off" but there also be a label for "remote". - Workfront 28-06-2021
Hi @Miranda Davis‚ , we are looking into this right now. What we came up until know is: A Request Queue Project creating issues with planned start and completion date (HO duration)Request Queue Project related to a top level Group "Home Office"Group statuses for issues set to only New/In Progress/ClosedAn Approval Process for HR and direct manager on "In Progress"A shared calendar with view access to everyone, manage access only for HRTwo "items" on the calendar: HO Pending: Issues on Request Pr...

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7

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Project Users and Job Roles Columns In Expense Report? - Workfront 17-05-2021
I'd like to display the project users and job roles within my expense report. I found the link below, but I would like to transcribe this to an expense report, rather than a view. I was able to get the columns to populate - however its not pulling in the project user data. I am a novice at text mode, but I think this can be done. Can someone help? https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FReports_and_Dashboards%2FReports%2FCustom_View_Filte...

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5

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0

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