We are working on moving our users over from legacy to new Home and wanted to reach out to the community to see if there are any tips, tricks, reminders that you have found to be helpful for your users with the change. Also, any tips or items to be aware of for setting up the layout template with th...
Hi all! I am working on a report for a team showing all of the tasks assigned to that team. I'd like to limit the number of tasks shown per project so that, regardless of if the task is ready to start or not, it shows the next task the team will work on for that project. Is this possible? Ideally, ...
We collect specific stakeholders for each project and the team would like to see that info at a glance when looking at a project rather than clicking on the custom form to find the information. Is there a way to add a custom field to the Project Overview section?
Hi I have a project-level report. In this report, I have a text mode field that basically shows at which task this project is currently stuck on. What I'd like to do is color code the row based on this field, so if it reads "Blocked," I want the entire row to be highlighted. The tricky part is that ...
I'm looking to create a column within a view that shows only users within a certain home group that are assigned to tasks within the project. I've created a column using text mode reporting that pulls everyone assigned to a task within the project but my IF statement to link the users to their home ...
I want to see all the current tasks and the primary assignees in a project report view. I've created a text mode column that shows these things BUT it's also pulling in some tasks at the bottom of my projects that are used for deliverable information, these tasks have no assignee so I'm looking for ...
We need to keep our issue connected to the project after it has been converted. The problem we are experiencing is the issue shows as overdue because the connected project is still open. However, technically the issue has been resolved because it is now a project. Our users are unable to change the ...
Curious how others handle this - always seems to be an issue for us. Let's say the designer (proof owner - the person who loads a proof into proofing workflow) is going on PTO and they have a proof that comes through with changes or gets approved while they are out. How best should this be handled w...
Similar to how Google Docs or shared Excel files show multiple users viewing a document or a sheet (usually indicated in the top right corner), is there a feature in Workfront to see if other users are viewing the same ticket or project I'm working on? I don't want to check the assigned task people ...
Hi All, I had submitted the following to Workfront Support, but they indicated that this type of notification was not possible, but wanted to post the question to the Community to see if anyone has a workaround for this. 1. An individual submits a request to a Request Queue.2. The request is picked...