I am a newbie. Sorry if I should know this. Appreciate help greatly! Can I set a default value on a field? (So it has a value filled in when created, but it is editable so I can change it)? Is there the concept of "inherited" values? For example, if I create a Custom Form for an issue/request whi...

We are in the design phase of Workfront, getting ready to roll it out in a few months. We are an office furniture dealership. We have worked out the following hierarchy to organize our projects: Platform = our highest level of division, "Venture" for new business vs. "Enterprise" for repeat, longter...

Is there an integration available where we can click on something in Workfront and call them, and have the call logged in Workfront? I'm thinking of a scenario like this: - I am assigned a request to call a team member with a question - I click on the team member's name in the request - There's a li...

Thank you, Barry. After sending this question, I did figure out I could send proofs to external emails (not in my e-mail system), and I'm glad to know that I can do that with document requests. Those are helpful. I had hoped, though, that I could send an issue or request or just a plain email with e...

Is there a way to create an email/correspondence/issue/request/whatever and, **as I create it**, associate it to a project and send it to a non-user, and then all future responses to that email are tracked as well? I know that with the Outlook plug-in, after I send/save the email I can highlight it ...

Hello! I am Mavis Moon, IT Director for Pivot Interiors. Our headquarters are in Santa Clara, CA, and we have 6 locations, 3 in No. CA and 3 in So. CA. We are an office furniture dealership. Our company is just starting on our journey to implement Workfront. I'm looking forward to it. Mavis Moon