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  • 9/28/17
    Hello, We would like to add a tab in the People directory that would add a personalized dashboard. Our dashboard accesses four different reports. If a manager with Planner access pulls up Joe Smith's dashboard on the People tab, we only want to view information that pertains to Joe; in other words, ...

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  • 9/28/17
    When our projects want to raise a change request, we ask them to create an Issue on the project with the "Change Request" queue topic and fill in the fields on the custom form that appears. Once they've then saved that, we ask the PM to: Attach the CR document (the full doc contains diagrams, ta...

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  • Micheal L gave me an interesting challenge today: he wanted to use Workfront as a public document repository for hundreds of documents to which other folks outside of Workfront needed access. He'd found the Sharing > Make Public option under each document, but since there is no bulk update, dreaded ...

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  • 9/27/17
    All - Many of us have requested calendar enhancements, specifically the ability to export to PDF. Below is the link to this in the Idea Exchange. PLEASE take a moment to vote it up. There are currently 31 votes and we would all benefit from getting this on the roadmap. https://support.workfront.com/...

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  • 9/27/17
    Hello~ We have a task report where we need two fields to be 'flagged' when a change has taken place (within the last month).: Fields are Status Update and Due On. How would you set column rules for both? * I'm thinking the Status Update rule would be BETWEEN $$TODAY-4w to $$TODAY and possibly add a ...

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  • 9/27/17
    Greetings ~ We have an issues report that has status update field. Whenever issue owner makes an update it shows on report. However, we want to change that 1:1 relationship. We would like for the PM to make updates during meetings, which they can, but the PM comments are not showing on the report. W...

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  • 9/27/17
    Would be great to cut out some of the administrative side by auto converting requests to projects; or at the very least, to be able to carry over form submissions automatically rather than selecting the same form to carry over.

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  • 9/27/17
    Would be nice to have requestors be able to track documents that they have had access to approve.

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  • 9/27/17
    Is is possible to configure the field "Description" when creating Issues as a system required field? Similar to how "Issue Name" is required when creating a new issue. Thanks for the advise. Denver Lemont

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