Workfront

Hello gurus! I am loading our Fiscal Year projects by creating a Project, a Task, and an Assignment Kickstart to load. They loaded fine in Sandbox 1 and I was able to tie out all data. My concern is the new Resource Planning and Scheduling tabs. We are still using Legacy (diehards!) but I hope to ge...

We've created a new queue to flow requests to an Agile Kanban team. The flow through the queue to the Kanban backlog works without a hitch and we get the notifications fine. However, requests to the new team aren't showing up in the Home > Team Requests section along with the other standard request ...

I am trying to put a presentation together on the enhancements to Workfront, that were presented at Leap. I can't find the presentation(s) that shows the new look and the undo feature that will be coming out this fall. Does anyone have screen grabs? Or direct me to the presentation that shows the en...

I'm trying to do a field comparison in the API. I get a SQL error when I do. https://company.my.workfront.com/attask/api/v9.0/EXPNS/search?apiKey=apikey&plannedDate=FIELD:datePaid&plannedDate_Mod=gte This syntax is supposed to work in Reports but I can't seem to get it to work in the API. Also, thro...

Good morning all! We want to open up the Proofing tool to our clients (both internally to our company and externally). The problem is, we cannot meet the necessary compliance requirements to roll this out. Since we are a regulated company we have to comply with FINRA standards as well as some addtl ...

Hi All I have been testing some new reporting in our Sandbox environment. Initially I thought I was doing something wrong whilst trying to set up permissions for some new projects, so I decided to create a project as we normally do. The project has been created and assigned to a group, and our other...

My mind is blown this morning And it's not even 8am!. Did anyone know you can create recurring tasks in Workfront? We don't do a ton of them, but this will save me so much time when I have to do them! >https://experience.workfront.com/s/article/Creating-Recurring-Tasks-712233427

I'm having trouble reporting on recurring tasks in Workfront. If a task has a recurrence frequency, what is the best way to report on them? I'm having one heck of a time finding the right fields to pull into a report for that. Jaclyn Reiter, PMP, SA Program Manager, Strategic Initiatives Equifax, In...

I added this column to my VIEW. It displays the user assigned to field of the specified task. 1) How can I get it to display the assigned to name and not the assigned to ID? 2) How can i get it to be editable from the view and not have to open each project to change this task assignment. displayname...

Hi All help articles indicate that I should be able to inline edit reports but I have one that doesn't work -- none of the fields allow me to edit them from within the report -- and I can't figure out what's different about this one. Any clues would be great. - Assignment report - No custom fields -...