Workfront

Save time and manage less reports by using wildcard filters to create reports that dynamically change based on who is logged in and looking at the report or based on a certain timeframe like this week, last month or this quarter. Some frequently used user-based wildcards that show the logged in user...

We have a group of templates used for policies that we have special dashboards for. I wanted to add those dashboards as a Custom Section on the left panel for the templates related to policies but when I did that, all templates were updated to include those dashboards. Does anyone know how we would...

What do our most successful customers have in common? Aside from knowing how to build an awesome Report or Dashboard, our most successful customers have a Roadmap. A plan. It could be a very visual Powerpoint page, a project plan in Workfront, or even a whiteboard sketch of their initiatives and the...

In Setup > Custom FormsI'm able to add a column to show who each form is shared with. Anyone know of a way to filter to only show those forms that are shared System-wide? I don't care if the forms are also shared with certain groups, teams, etc, sometimes those groups are needed to give them more th...

Are you able to set a default project status to certain project templates? For example, we have a team that would like to default their projects' status to Active (or Current) when they create a new one, rather than it going to Planning. I couldn't seem to find it in the project template settings, ...

Hi All, Question for the group. We use the workload balancer to fine tune when our team is needed week to week. The typical scenario is that we have a task with one or two resources assigned to it, that task has 40 planned hours spanning a duration of lets say 10 days. That is spread evenly by defau...

The task constraints have a variety of set dates, which include as soon as possible, earliest available time, fixed dates, or start no later than. My thought process on this is the task constraint needs to be updated but I have done that and it changed the entire duration from 31 days to over 994 da...

Did you know that within your Workfront instance there is a “Primary Admin” field that we use when communicating important account-related information? It’s true! We also use that to share invitations to special events, workshops and more. If this is news to you, chances are that field is not up to ...