Hello- I have created "hundreds" of reports and numerous dashboards for "people" assigned to tasks ....a popular one is the "ready to start" report. I am having to create new process where "teams" are being assigned to tasks....so I made them agile...but for the life of me I can't figure out how to ...
Howdy! I have one user who is not seeing the entries on our PTO calendar report. The calendar report opens, but it is blank. Some specifics: I can see everything (admin rights). Other users with the same "worker" permissions can see the entries. If I log in as this user, I can open the calendar ...
We have been in WF for about a year now and are trying to implement resourcing on our Creative team. We have done the trainings, read the various articles, but still had some outstanding questions for those of you that have successfully implemented resourcing on your teams. Right away, we're getting...
I'd like to add a proof approval report on a project dashboard to show the status of a proof for that project only. But when I load the report in the dashboard and go to the project page, it shows every proof from every project. How can I filter it to only show the proofs that are specific to the pr...
I've had some complaints by people who aren't getting the correct custom message when a proof is shared. We have some proofs that are shared with 10 people, and then those 10 people share with another 3 each, meaning the custom message is constantly changing. We've had examples where someone else's ...
So I created several test projects in WF. I realized I couldn't delete the projects. I checked my access level and I did not have "Delete" checked under Projects. I checked and saved the settings. I went back to delete the projects I created and could not. I logged out and in several times and no jo...
I have a custom field on the user form where audit is turned on. I have the full audit flag also on. Basically, what I wanted is to see the date/time that custom field is changed on a report. I have tried various ways to get this information thru a notes report - filtered to $$TODAY (I know I've cha...
Hi Every time I have to edit a custom tab on multiple layout templates I am yelling in my head "why why why is this so hard." Please let's upvote this one that makes custom tabs editable so you don't have to recreate them every time there is a change -- and also so you can see what is inside the tab...
Hi Everyone, We're looking for 10 executives (Directors, VPs, etc.) to talk to us about our report builder and executive KPI dashboard. Please sign up below if you'd like to participate. We'd love to hear from you! Elissa Lauber Workfront