I have a dashboard for audit use. The dashboard has two specific reports one pulling audit from the project and another pulling a proofing report. Both reports have a prompt to run the report based on a name. Is there a way to have the users running the report to enter the name only once and not hav...
Do you need to summarize a report column by count, sum, average, maximum or minimum, but you're not seeing the drop-down menu for "Summarize this column by" on the field when creating or editing your report? Only number and currency fields can by summarized by these options. If you're trying to summ...
Hello All! Our marketing team is implementing Agile practices to manage enhancement requests. We are looking to use WSJF as the prioritization method. Does anyone have a good recommendation on a scale for time criticality? Do you typically guesstimate the ranking or do you use a scale with defined ...
This is going to sound like a complete noob question, which I am not, but here goes: Is there any way to put keywords of any sort on documents in Workfront -- plain old Word, PDF or jpg type documents in the documents tab. I'm pretty sure I know the answer to this is no, but I thought I'd ask. Use c...
I remember reading somewhere that only tasks from projects that are current will be pulled into the Kanban board. However I do not seem to find that anywhere on the documentation now. The only place I see it mentioned is in this post in the discussion forum. We have a Kanban board where that is the ...
My project managers are currently clicking into each of their projects and checking the Updates tab for comments left by their working team. Does WF provide a way to see all updates for all projects in one view or one feed, so they don't have to click from project to project? We are on Workfront Cla...
Need to run a Task or Issue report that lists specific assignees? Use the Assigned To field to show only the Task Owner - or the Primary Assignee - assigned and use the Assignments field to return a list of everyone that is assigned to the Issue or Task. Need to run a report organizing work by each ...
Does anyone know if there is a way to create a report to limit characters of a column? Lets say I want to see the last updated comments but they are really long, is there a way to limit what I see on the report like 20 characters? I can't seem to find text edits to include in the report itself. I tr...
I am looking for a simple way to add expense budget by month for my projects. The business case section will work, but it requires so many steps to get there. Same thing with adding in the "Expense" section. I don't want to move back to Excel, but I can't spend hours on something that should take mi...
I have a team that work through thousands of requests a week. They can see them in the Team Request area so they are there to pick up and work on. What I don't want is several thousands of notifications in the top right. It makes it extremely difficult to spot a notification if it comes from an upda...