For completing a Request: Should the "Done" button on the Work List update the status to "Complete"? We are seeing work disappear from the Work List when someone clicks "done" but the actual status of the Request does not change. Thank you for your help!
I'm creating a report that I'd love to automatically populate one column based on certain dates of a project. Using text mode on a custom field is the best way, but it's not seeming to work. Any chance someone can review and lend me some sanity? Human way of saying it: If the date in "Planned Start ...
Hi Everyone, It was brought to my attention by a few members of my team that they no longer receive a notification email once a decision is made on a proof by a stakeholder. For instance, in the past designer will receive an email immediately if a proof is marked approved, rejected or approve with c...
Recently I used the Workload Balancer report on Workfront to view a few hours and noticed that one of the team members has a few hours planned for something listed as "Inaccessible work items". It is listed as an item on a project that I have full access to except this task. Is there a way to find o...
Reporting and keeping track of everything that is moving through the Workfront DAM is easier when you capture the right metadata. Check out this article to learn more about how to set up metadata mapping and configure document integrations to send metadata to Workfront DAM.
Or ideally, I would like to have a column with the people that a project is shared with and what types of rights they have to the project (View/Contribute/Manage).
I'm prepping for a transition to NWE and cannot understand how to get Filters, Views and Groupings under control. I decided to use a user report to try and understand how it works... or doesn't. I've attached a little comparison of what I see in the: Report Dropdown, Setup > Views List, Setup > List...
I'm onboarding a new team that has an extensive process for capturing PO approvals. They want to use the request queue to capture requests for new PO approvals and increases to existing POs. That's not the problem though. They are a global team and therefore need a way to track the Local Currency w...
In our previous system there was an option "All Members" to send the entire group working on the project status updates. I wasn't sure if WF had this functionality. Thanks!