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mmavis
mmavis
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  • I'm probably not using the correct terminology when I search for this and can't find it. I'd like to make a field with a multi-choice list of values created by looking up the values of a field in other objects. In my scenario, it's kind of circular so I'm not sure it's possible. I want a custom fiel...

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  • How do you guys organize your reports so users can easily find what is relevant? We have so many reports, and more being asked for and created all the time, that putting them into dashboards is getting out of hand. The dashboards get super long. I thought it would be useful to use filters and groupi...

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  •  in Workfront Ideas 9/2/20
    Issues are very much like Requests, at least the way we use them. And just like Requests, it would really help if we could Save as Draft for Issues, just as we have that ability with Requests.I see there is already an Idea posted for the same ability for Projects. This is a much-needed feature!

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  • We have a corporate PO request process that requires approval by different people according to the dollar amount being requested:up to $1000 - no approval needed> $1000 - Manager> $5,000 - Department VP> $10,000 - CFO> $25,000 - CEO I'm trying to figure out the best way to set things up and would ap...

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  • We have had a layoff, unfortunately, and are trying to figure out how to reassign people. Besides reassigning issues and tasks assigned to people, we also need to reassign projects where things are assigned to a job role but people are available for staffing. Is there a good way to do this without ...

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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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  • 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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