Workfront

I recently created a dashboard for a program team that shows information from multiple projects. I did this by filtering each report on the program name. I realized this report would be useful to other program teams. I removed the program specific filters to create a generic dashboard and added it t...

Hello all - team members are interested to see the request's "submission date" or "entry date" i.e. the date the request was converted to a project as a part of the information they receive when assigned to a project. Any suggestions for how I might make this information available at-a-glance? Betty...

Would anyone know how resolve the issue of tasks "disappearing" from a project when you move them within a task view? The issue is when I try to move a task to a new location and indent the task to be a subtask, it will disappear. I appreciate anyone's help on this. Duane Brown Classical Conversatio...

I have users who are primarily set up as Reviewers on proofs. These users are having a hard time tracking which proofs still need their comments. They only get email notifications, but they prefer to have a report they can reference. I was able to build a report filtering Proof Approval properties a...

We are creating what will essentially act as an invoice for billable hours to our clients.We are an internal agency. It is a report that has all of the correct data but needs to be customized more, in such a way that it truly resembles an actual invoice, not a report. If we print from chrome (save t...

Does anyone have experience using the Outlook Add-in for a group mailbox? Workfront works well for a user's primary Outlook mailbox, but once the user attempts to use Workfront for a secondary, group mailbox, they get this error message: "You cannot perform this action. Add-ins are not supported in ...

Hi! My company has a status that is used to trigger an approval process and a series of actions. We would like to report on when this status is used and which issue and project it was used on. Is it possible to report on status history? I found the Approval Process Report feature, but I can't see th...

I'm looking for a native way to transfer forms with reveal logic into a report or status update. I've found numerous ways to insert normal fields into a report but with the reveal logic, I can't always know what fields will be used. When I use a custom form to concat the information via a calculated...

Hi All, In Beta, Workfront has released a new feature for the resource planner that will cause automatic filtering for projects in the planner. The logic of this filtering is: 1. Planned Start Date between Grid Dates OR Planned End Date between Grid Dates 2. Status equates with CURRENT OR PLANNING ...

All, I seem to be able to pull in the calculated document reference # into a custom form - but I can't seem to also pull in the parent project reference # as its a document custom form. My end goal is to have a custom form that shows the ProjectRef#-DocucumentRef#=V1 as one calculated field in the f...