Hello, We're testing building a scenario in Fusion that allows users to use the integrated Workfront app in Salesforce (create a WF request inside Salesforce). We have a form on our request queue that includes CRM type fields (client information) and that data is housed in Salesforce. We don't wan...
Someone created a project schedule, then asked for specific dates to be blocked out that are different to our default schedule in Workfront. I created a custom schedule with different dates blocked out as exception dates, and assigned it to that project. The project is not recalculating the schedule...
Hello! Is it possible to remove or hide stories from the agile view within a project once they have been completed? We have a large project with a ton of Stories (aka Parent Tasks) that are cluttering up the agile view and would love to be able to filter them out once they are completed. Any help ...
Greetings, WF Community!I started a new user Workfront checklist for my company that covers user profile confirmation of groups, teams, personal details, ETC. I'm looking for more examples to consider for a new user setup. Has anyone created a new user checklist of items/areas that should be reviewe...
Is there a way to add in a column to any report of (right now) so that when we create a report and export it, it shows the date in a column? i.e. I want to be able to see what you'd see in the title of a file, so when I'm looking in an excel document I can know when the report was run/exported.
Hello, The issue is - in the task report we built it's pulling ALL the hours assigned on a task to the primary assignee. So, if you have 4 people with 25 hours a piece, all 100 of those hours are only pulling into the report on the primary person rather than 25 hours/person. The WLB and Planner a...
I'm looking for best practices for setting up tasks that need to be done on the same day but each subsequent task needs the previous task to be done before it can proceed. I've been using fs-1d on each of the tasks to negate the 1 day duration on each task but wonder if there is a better solution. I...
I would like to provide users with a direct link to submit request form for a particular queue. Basically I'm looking for a way to pre-populate the "Request Type" (topic queue) via a custom crafted URL. Something I can send to my users like: abc.workfront.com/requests/new?topic=preSelectedTopicHer...
We have run into issues when tasks are completed by a user, then reopened by someone other than the user. These tasks do not show up on the users My Work. Any suggestions on how to configure a report that shows what is in the work area for a user? Thanks for any suggestions.
The use case: The business would like a task to be able to be marked as "In Progress" even if the predecessors are not fully completed, but don't want the task to be able to be completed before the predecessors are complete. It looks like either Finish-Finish (ff) or Scheduled-Start (sd) should ...