The new report view count functionality is a great step forward. One thing that really hinders it being useful is that you can't sort a list of reports by the number of views (month/quarter/year). This is one of the key things you need to sort by when working out which reports are the most used. The...
Hi, Has anyone attached a template to multiple projects at the same time? It looks like it's not possible, but if it is, we have a user who needs to do it. Thanks! Alana Alana Coble WebMD
So I went through my practice onboarding training (we launch next week!) with one of our managers and I literally got stuck at Step 1 - Make a Request Using a Custom Form. She said that when she fills out requests (currently a Word document that gets emailed) she works on it over the course of a few...
My company has been using Workfront Proof since 2014 back when it was ProofHQ. We've started investigating using Custom Fields to add agency specific information such as job number for billing. When using custom fields, the new section appears within the reviewer/approver web browser under proof inf...
Hello, My company is new to Workfront. During my implementation I was surprised to learn the level of access an Admin user has in the system. I come from an IT background and we are implementing Workfront to help manage IT projects. It is very rare to see a user in a business system have access to e...
Hi, I am very frustrated with the release of the new Resource Planner and Workfront phasing out the Legacy Resource Planner. After watching the video and setting the Resource Pools up, using the tool a bit, it just is not a good fit for what my team needs the resource grid for. We look at the bandwi...
Hi I'm wondering if there is a way to universally replace someone in all projects they were on when they leave the company and a new person takes their place. Or do we have to go into each active project separately and edit? Thanks, Jill
Hello, I am desperately trying to obtain answers to my questions about workflow automation between Slack and WF. Anyone with any information, please contact me today if possible. I am running out of time to get these answers to my superior. I will continue combing through tutorials, but I am not ful...