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mmavis
mmavis
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  •  in Workfront Ideas 1/30/20
    This would be a wonderful feature! I was just going to submit it myself. I see it's been sitting here a long, long time. I really hope it gets implemented!

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    Ideas

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  • We are configuring Workfront for rollout. I am helping with creating dashboards and reports. At one point, I asked my team this: Thinking globally, everyone is dealing with tasks and issues, plus proofs -- as far as things they have to do. So we could have reports and dashboards that would work for...

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  • It would be great if you would vote for the idea Heather Tupper posted in September! https://experience.workfront.com/s/idea/0870z000000XhOLAA0/detail Workfront Tasks in Outlook with Link to Task Ok, so I can schedule my tasks from my Work list on my calendar, it bidirectionally syncs with my Outl...

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  • More newbie questions (and I am searching documentation first!). I want to set it so all the items (projects, tasks, issues, etc.) are shared with the entire company by default. Any way to do that? And I want to set it so all users default to uploading files WITHOUT being proofs. I see that's a sett...

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  • We are new to Workfront and found that if you click on the "picture" of the document in the preview pane of Home, it opens some kind of weird preview or something, not the actual file. If you click on the name of the file, which is a link, then it brings you to the area where you see the document de...

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    Questions

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  • Thank you for all the responses! I actually was asking about a checklist specific to Workfront. As you add and take out users within Workfront, what are all the things you have to do -- assign a role, do something to set them up (or take them out of) the proofing tool, put them in a group, or etc., ...

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  • Does anyone out there have checklists you use to cover everything you need to do to set users up and take them out of Workfront as they are hired or terminated? We are preparing for roll-out and it seems like every time I turn around I hear of yet another things we need to set up for each user. My d...

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  • Thank you! I sent you an email to do a quick phone call. Mavis Moon mmoon@pivotinteriors.com

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  • I was disappointed to discover that Workfront does not have validation rules for fields, so that we can do some checking on what user enters and give them a message to correct it. In other systems I've worked in, we can set up those rules with a basic If then formula and if the validation is not res...

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  • Hey, that works well! When adding a field from the library, you can drag it right to the spot, and when adding a new field, you can drag one of the choices (like "Single Line Text Field" or "Drop down" to the spot, then fill in the details. Thank you, Doug! Mavis Moon mmoon@pivotinteriors.com

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