New to Workfront reporting and interested in learning more about Workfront's reporting tools or simply looking for a refresher? Check out this blog series to get well on the road to mastering foundational reporting basics: 1. Your Workfront Guide to Create Clear, Effective Reports 2. Use charts to e...
We implemented Workfront in 2017. When we launched we set up a user group of champions and met with them every couple of weeks. The hope was to have a user from each department participate as an engaged advocate for Workfront who could take tips and tricks back to their respective teams and generate...
If you'd find this helpful, please upvote:Tag Teams in a Proof I know we can tag individual users within a proof, but we have a need to tag teams within a proof.
Hi, Tried but no luck, looking for help from you.I created a project custom form and tried to copy text entered from a text box after selecting a radio button option in a calculated field.May be required to approach in other way.Attaching example what I tried for. Best regards,Kundan.
If i setup a report and say have in my filter - to filter by channel web, email, socialIf i also set that as a prompt and on the prompt i just select web, does it overwrite the report filters with the prompt selection, or have i got to make sure what i set as a prompt isn't in the report filtersMany...
Hi, Looking for recommendation.As we discussed earlier today, here is my question about the approval process functionalities of Workfront: 1) Option 1: For PTO requests, mainly planned holiday and sick/special leave in the cases that the requestor is able to submit the request in advance: Is it poss...
Hi,I have created a project report. Looking for possibility to add column to list the job role title with budgeted cost and one column with budgeted hours. Is there any additional criteria to add as column.Please refer the attachment. Best regards,Kundan.
Hello, Could we add a column in the project view that allows workers to log time on task when we complete it. It would be amazing if we could log time on a task without leaving the project view or going back and forth between tasks views and project views. Hoping to get some upvotes on this idea(not...
I have multiple project forms associated with one project, and each form has a unique single line text field that I'd like to concatenate in one spot. I did this with the other fields that have radio buttons or checkboxes, making reporting much easier. Is this possible with text fields?!
I need to create a report that shows me all projects where my Custom Field of Proof Readers is blank AND contains the task of Get Packaging Creative Approved and DOES NOT contain Creative Approval. I can get halfway there but am struggling with the OR statement. I think I am missing something simp...