I created a report that returns notes by project by program. The text mode below groups perfectly, but it will not sort. group.0.iscollapsed=truegroup.0.name=group.0.querysort=project:program:namegroup.0.valuefield=project:program:namegroup.0.valueformat=stringgroup.1.iscollapsed=truegroup.1.name=g...
By doing testing after each module creation you can watch the scenario develop accurately and catch things easily if things go wrong. Then you can easily disconnect routes or unlink modules to avoid issues that arise. "Like" this post if you find it helpful!To find all previous Quick Tips, go here...
We are onboarding a lot of people into Workfront as we move our compliance approval process in there. One piece of feedback is that since we are always going to use an Automated Template, can we at least default to Automated as an option? I can't find anything in the ProofHQ that suggests how to do ...
Would love any insights on how to create a report that shows me fluctuating team size throughout the year. As our workload fluctuates, so does our team size (with freelancers). I'm trying to use this report in tandem with hour reports, and demand for work. Example of the report that i'm looking to...
Hey gang - does anyone know if there is a keyboard shortcut that when you click on a report, it will open it in edit mode? Sometimes when I cmd+right click, it will open the report in another window, and already opened and ready to edit, and that is really helpful. But cmd+right click does not alwa...
Is it possible, when a user makes a request, they select the team and the project they want it to go to, and then have the routing rules set up to route the issue to the project that the user selects? Is there a better way to do that?
We have a request queue project that the status keeps getting changed by a couple users to a setting that causes our automation to delete the project. Is there any way to lock the status on a specific project so that only an admin can change it?
We'd like to start scoring projects based on size, effort, project type to prioritize work. I'd like to keep it simple and try it out for a bit. Anyone have an approach that is working for them? And do you have the requestor do the scoring ? or the project scheduler ? Would love a few ideas.