Our intake process has an associated 2-stage approval process where the request is reviewed by two different parties. For context, the first party holds a Plan license and the second a Request/Review license. I need to provide both parties with My Pending Approvals report. While the 1st party can us...

This is exactly what I needed. Thanks @Nichole Vargas Catherine Hayes Manager, Business Analytics and Program Operations The Channel Company Westborough MA

I've built a report to show users what stage a task-based approval status is in. Basically, so they can see in whose hands its in. I'd like to replace the approval status default results (see attached) with the actual name of the approval step, so it is meaningful. I assumed this would be a usual ':...

Our telemarketing and digital marketing teams are commonly assigned execution tasks with duration equal to or greater than 90 days. Given the volume they manage, these tasks clutter their Home area, making it challenging to quickly locate Working On tasks of shorter duration they need to update or ...

HI @Terry Hynd I thought so too, but no luck. Thanks, though! Catherine Hayes Manager, Business Analytics and Program Operations The Channel Company Westborough MA

We use a custom calculated field to show the difference between planned and actual expenses. This rolls into reporting for each expense just fine, but I'm tripping over myself on the aggregation. The text mode I've set up for this on the View for this custom calculated field is: aggregator.displayfo...

HI @Ian Clem We use a similar approach to @Katherine Haven in that our users are told issues are for 'unexpected work'. We leverage them to avoid overly granular templates and projects. We also use them to drive review/revision cycles. They are not included in Task Reports, but with text mode report...

Thanks very much @John Albaugh Catherine Hayes Manager, Business Analytics and Program Operations The Channel Company Westborough MA

Thanks very much @Samantha Williams This is great input! Catherine Hayes Manager, Business Analytics and Program Operations The Channel Company Westborough MA

Is anyone currently using Workfront for request intake from external users? Our request queues are all internally focused now, but we are noodling out a new use case where domestic and international external users would submit requests that would be reviewed and approved. Would love to hear from any...