Well folks, I just wrapped up a one-of-a-kind training session where a new admin who's never seen "Setup" or "Queue Setup" before was trained on deploying an end-to-end workflow solution for our Corporate Communications group at Truist in an hour. Check out the raw, unedited recording here or in the...
Hi, all! I have a Project view I'd like to add a column to. I want the column to provide the Planned Completion Date of tasks containing either the word 'Delivery' or 'Live Broadcast.' Those containing 'Delivery' are parent tasks. As a starting point, I have the following which I can't get to work: ...
Does anyone know when or if the "filter" on HOME will be able to be edited to show customized Task status in the pull down? Major request from our users. Is this in a plan release coming up anytime soon?
We have a custom form where we collect information about upcoming webinars from requestors, who are hosting the webinars, in order to create assets to market and support the webinars. We ask the requestor to enter the date and time of the webinar in a Date & Time field. We have discovered that if t...
I've gotten a lot of sign-ups, so this study is now closed. Thank you, everyone! Hi Everyone, I'm on a tight deadline (Wed, Nov 4th) and am looking for 5 work planners to talk to me about how you kick off your projects. Specifically, I want to learn how you assign people to your projects and how t...
Hi Workfront fam! I am a new system admin for a team of 175 users. We've experienced a dip in system usage and I've been asked to uncover the underlying cause and ID ways to address. I'm hoping to collect user feedback to gather insights that will help me ID ways to increase usage, areas that need...
Hello! Question on custom forms here - I was testing this all in Sandbox environment, so perhaps this is the issue but here is the scenario: A team would like to link an existing project through various request queues that succeed it as it goes through the project/product development lifecycle. Ther...
I would like to customize a report for my requestors that displays an editable field from the custom form for them to edit so it appears on my reporting. To achieve this, they would only be able to edit the field that appears on the original issue. This means I need to pull that issue field from the...