My LEAP session focused on translating a multi-layered marketing process into streamlined workflows/approval processes, but our use case centered around leveraging Workfront to innovate; enabling The Channel Company to deliver Work Management as a Service. You can watch the session here. I'd love to...
We use the document approval process to have our customers review the acceptance criteria document. If they approved the document then we know we can move forward with development. Recently we had a customer go in and add a new update on a document they approved 4 months ago and put it in Approved w...
We've created the @Product Development‚ and @Professional Services‚ groups for you to join and connect with others that use Workfront in those two areas. Join away, tell your friends, and let's get this party started.
I have a report that I have sorted by in the details tab by actual completion date (month) but sorted Z to A so that we can see the last month first, but the Summary tab is where other high levels look it sorts A to Z with January being the first month and they want to see the last month that has pa...
I have a parameter report that lists all the fields and then lists all the forms the reports are on with this: descriptionkey=form.pluralnamekey=form.pluraltextmode=truetile.name=component.custom.field.formsvaluefield=customfieldformsvalueformat=HTMLviewalias=customfieldformswidth=50 Anyone know if...
Hi WF Community, Does anyone know of a way to execute the Recalculate Finance function en masse for a large number of projects? I only see the option to do it on an individual project in the Project Actions section. Thanks.Nick
Hi Everyone, If you have never seen the goals tool in Workfront, this study is for you! We are hoping to have our customers walk through the tool and try to complete some basic tests so we can "score" the product and see what needs to be fixed. This study will take approximately 30 minutes. Please ...
With lots of out of the box integrations with Workfront, and more available through Workfront Fusion or using the API, I'm wondering, what integrations do you find the most valuable to your organization? For me, while we utilize several, the integration I personally use the most often is the Workfr...
Hello everyone! This is the Q&A thread for my Leap session - End-to-End: How to Engineer Efficient Marketing Processes. This session covers process design, implementation, change management, plus the technical aspects of creating efficient processes in Workfront. I also provide downloadable text mod...