For example, a client has submitted a project request form, answering all the questions in the custom form attached, but later goes in to the request and makes updates to those fields... how would we know that they made edits to the form? Is there a way to set up notifications about this? Thanks in ...
I have a few comparison reports where we would not want to include the values. I know they can be hidden after pulling but by then they've been seen which is causing both a distraction and unnecessary friction as they are touchstone data to help us make adjustments where needed within our systems an...
I am relatively new to text mode, and I would like a column in a Task Report to pull custom data from the Project if it is not available in the Task. For instance, Primary Contact is a custom data field we use on both Task and Project custom forms. When I run the task report I am working on, I wou...
Most views that come with Workfront (we're still in Classic) allow the ability to customize and save as a new one but it seems Milestone view does not. I'm sure it is a complicated view to create but we'd like to make two tweaks - add in project reference number to the left of the project name and i...
Hi everyone! Our organization is looking at adding an enterprise work manager type position that would basically be over company wide processes, Workfront and a couple other big programs we use. This person would be working with all the stakeholders to refine processes and develop/maintain onboardin...
Hello - We have our proofing process set as follows:Project Owner shares proof with Client. The Client then uses the "share this proof link with others" link from the received email notification to share with SMEs.. The third party recipient is then forced to log in and create a password for PHQ. Th...
Hi Everyone, I'm quickly trying to find customers who do not use planned hours. One of the PMs has an idea for tracking work without planned hours. If you're interested, let me know by replying to this post.
Right now you’re facing pressure to execute new strategies, increased urgency to differentiate your products, and create better business agility. With the Workfront 20.3 release, we’re launching new products and capabilities to help you lead transformational change in your organization during this t...