Workfront

I am having an issue where if I submit a request or create a project using my custom forms that I created. Once that request is converted to a project or once the project is marked "current" my custom forms disappear and are replaced by another team's custom form. Any idea how I can get their custom...

Title says it all, can it be done? P. Phillip Rinehart New York University

Hi, all. I have a reporting challenge that I'm hoping one of you has confronted in the past. We are rolling out Workfront task management to a new group within our company. They often will assign a specific task to multiple users, thereby dividing the work. (Breaking the task up into multiple tasks,...

When users submit requests, we convert that request into a project. When the project is completed, the associated request is automatically closed. Is it possible to have the issue's planned completion date connected to the resolved project's planned completion date similar to how it is with status? ...

Is it possible to track who originated a Request once it's converted to a Project? Chandra Asken San Francisco Symphony

Question on reporting on Project Templates. I am trying to create a report that shows Project Template types used so we can track the numbers on Projects types. I just set this up with more template types so we can track the numbers for 2019. If I want to change the template type on a project that w...

Is there an easy way to bulk edit timesheets if they have chosen the wrong hour type? P. Phillip Rinehart New York University

Hi everyone, In excel, there is an easy way to filter the top/bottom X% or show/hide things that are above or below average. I can't for the life of me figure it out in WF text mode. My specific example is this: I am building a Hours by Team bar chart as part of an Executive dashboard. Some teams...

I'm making a Notes report for a certain project, and I'd like to be able to group the notes by Parent Task and then by Task. But it doesn't allow me to use the grouping of Parent Task. Is there a way around this using Text Mode? I am not sure how to do it. Leah Janz Metro Transit

What the heck is that blue dot that appears next to a task on your work list? If I click on details it goes away. Is it just an indicator of which tasks I have viewed? Thanks guys! Brandon Pritchard System Administrator iNHouse Marketing - Nationwide pritcb1@nationwide.com