Workfront

For this year's leap, my session was about using EXISTS filters in reports. For those of you that have had the chance to watch, I hope it was informative. For anyone who hasn't had the chance to watch yet, you can find it at this link. If you have any questions about anything I shared in my presenta...

How to create similar Roadmap either from a report OR some other settings in Workfront Classic? With regards,Kundan.

It's been suggested this is the most secure way to conduct these type approvals, but i'd like use a Workfront (task or document) approval to satisfy our auditors (KPMG) - i'd hope we can use a report to show who approved what & when.

Hello, When we originally signed up for Workfront it was explained to us that a manager can receive a notification when their direct report has missed a deadline, further explained in this article: https://one.workfront.com/s/article/Set-up-automatic-reminders-1025920813?language=en_US It is my unde...

I see there are lots of ways to bring in G-docs. I can go to the documents section and add them, or I can go into a project's documents section. I also see how I can "move" (why isn't that function labeled "link," just saying) a document to a task, where I ultimately want it to be associated. Is the...

We'd like to learn the types of project templates you currently use, the level of detail you include in your templates, and what sort of processes (and project templates) for which you'd look to Workfront to provide recommendations. This study will take approximately 45 minutes. We'd love to talk to...

I need to create a task report that shows only hours entered during a specific timeframe (i.e. This Week, This Month, etc). Does anyone know if this can be done or how to do it? I know this can be done in an hours report, but that doesn't help me because some of the tasks that need to appear in th...

The global settings seem sufficient for most supervisors and managers, but when we get to the "really higher ups", (Director, Executive Director, etc), it seems there should be a way to create and apply exception rules without having to configure individual email accounts or mail server rules.

I have looked over this documentation, but I'm unable to prevent specific users from showing up in the task assignment suggestion. The users in question are planners and the tasks have a job role assigned. The problem is that the planner's name always shows up as the first suggestion. https://one.wo...

I have a report request to display only two of the tasks from a project. The team to make the report against is assigned 12+ tasks. However, there are two important ones that their manager wants to check on daily during a two-week period, so it needs to show even on projects and tasks that are compl...