Workfront

Hi all, I may be doing this wrong... We've created a request queue for project requests. I was able to have that custom form data transfer from the issue (request) to the project conversion. However, I also need the info in the project custom form fields to transfer down to the task level custom for...

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

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 -...

I'm reviewing some of my mid-year cleanup reports and I'm noticing that not all of our system admins cancel and put projects on hold the same way. Before I establish a best practice / rule for how we cancel and put projects on hold, and communicate this out to our system admins, I'm just curious to ...

Good Morning, We are currently overhauling our training here at the College. What are the best practices that your organization uses for the governance of Workfront? How does your organization hold people accountable as far as logging into Workfront and participating in training? Thank you, Laura Mo...

Text mode has long been my achilles heel in Workfront, so I hope someone here can help me out. I have a Task report and I need to display information from a Project-level custom form, specifically one of the brand-new Typeahead fields. I can get the info to display easily in a Project report, but it...

We use a custom calculated field to show the difference between planned and actual expenses. This rolls into reporting for each expense just fine, but I'm tripping over myself on the aggregation. The text mode I've set up for this on the View for this custom calculated field is: aggregator.displayfo...

Hello, I have been asked to make a report of all tasks in a certain project type (designated by the custom form on the project), but they only want to see the tasks for users who have completed at least one task late. I'm thinking that I need to use an exists filter(??) but I'm not sure. I tried thi...

Hello! We have daily project intake calls with our marketing partners, and I'm looking for some tips/best practices on how to create an agenda for these meetings within Workfront. We use these meetings to discuss projects that are in the que, in planning, or any concerns/questions the team may have ...

Hi, Wondering if anyone else is having this issue - myself and a few others on our team are having trouble uploading pdfs in Workfront for ProofHQ over the last few days. I drag/drop my file in the new proof section, there is a long pause (longer than normal), then the file name turns red. When I ho...