Has anyone built a scorecard similar to what is available for a project scorecard and apply it to a request (Issue). We are exploring to have a way to prioritize the many requests that we receive to determine the order to work the requests. We have a custom form where customers enter a request and w...
Hello, It seems that every other piece of data can be pulled onto the Home screen for a issue except for the Path. We have a fairly complex queue setup on one of our request queues with 3-4 layers of topic groups. It would be ideal to see the full path right there on the home screen so that the tech...
Is there was any way to obtain an overview of how much time was logged to specific projects/tasks within WF? I wanted to review the time I spent on certain projects so I have a better idea of where improvements can be made from an efficiency standpoint and apply that to my Goals & Objectives for 202...
Hi All, I'm wondering if there is a way (if you are not the document owner that uploaded the document) to pass the document along to someone else and request their approval. So for example, let's say our graphic designer finishes a billboard design and then we have an AE that needs to send it to the...
Do you ever have data in Excel that you need to add or update in Workfront? I'd be surprised if there's an admin out there who could answer "No" to this question. At Truist, we frequently use Excel to perform routine maintenance on our instance. Here are a few of the things we've done: Bulk Update U...
I'm trying to create a nice proof approval report for some people who have to deal with a lot of proofs here. I would like to add a column which indicates the corresponding deliverable type, we hope that this would help users self assign priority on approvals based on the deliverable info. The think...
We're looking for a way to get a quick visual of anticipated project volume across the course of the quarter or year. Is there a way to generate a report that shows a 52-week calendar with anticipated start and end dates for current and planned projects? I'm thinking of almost a GANTT style chart (w...
Hello all - I have created a calendar to show what two team members are working on at any given time. However, the calendar lists every single task they're working on. Is it possible to have the calendar show ONLY the projects they're working on (so each project only appears once in the calendar) no...
I am testing out the Beta Version and noticing that I no longer see the Working On, Work Requests nor accomplishments for a team member when I select the team member to look at their information. Is there another location to look at these or has that feature been removed. I hope not I use those tabs...
Good morning all - I am an admin for my team. I am trying to create a report that shows every single project ever assigned to one of my team members (whether that project is active or closed). I or the other admin are always the owners of every project. The goal is to have a report that shows all te...