We're currently facing a problem where our end users will reply to an existing update thread, but since the original thread post isn't always the latest one posted, it's not always at the top of the Updates tab. This results in our team checking the tab for updates and missing important communications (usually from end users/clients) because the latest update isn't always at the top of the tab. We have reports that pull the latest update posted in a given project, however this is a very fragile system; if a client posts an update, and then a member of our team also writes in with an internal status update, the client's post gets swallowed into the void. Has anyone else had issues with this, and if so how did you work around it? Maddy Martin Workfront Technology Specialist Fairway Independent Mortgage Corporation
Hi Maddy, I'd encourage you think of the "Updates" tab as a place you can go and search through all the history and even respond but nothing more. If there are important notes, such as "Entered by equals project sponsor (client)" or "Entered by company is not Fairway", then you'll need to use reporting to ensure they're not lost. A custom "Notes" dashboard could be embedded in your project as a custom tab to ensure those notes are exposed in meaningful ways. Another favorite is to add the ""https://wf-pro.com/textmode/text-mode-views/#latest-update" Latest Update " text mode to a project report so you can see the last note text, who entered it and when. In "https://youtu.be/JqIEE2o6v5M" WFPro Live 2 , we talk about Notes because it's critical that you don't miss them. I'd suggest watching this segment of the video: Topic 1: Notes (23:45) - Let's review WFPro Notes, a package that gives everyone in your instance the ability to search through user-entered notes like never before. I'll also show you how to install the (free) package in your instance so you can begin using it right away. I hope you can return and let us know how it works out! Thanks, Narayan Narayan Raum Workfront Delivery Lead - SunTrust Bank https://wf-pro.com for Text Mode & Solutions
Hi Narayan! Thank you for your response! I LOVE the code you have on your WFPro website, and we use that particular Latest Update string in almost all of our workers' dashboard reports. Thank you for the link to the video - I'll definitely give it a watch and learn from the coding you've got. : ) Maddy Martin Fairway Independent Mortgage Corporation
My opinion is that your HTML and CSS experience from 8 years ago is likely to come back to you like riding a bicycle. However, even if you need to brush up, I wouldn't recommend going and taking courses because the HTML and CSS that I recommend you use is pretty much limited to:
HTML - DIV, BR, HR, FONT, TABLE, OL, UL and SPAN tags. Now I might be forgetting some that I use, but these are the only ones I use frequently to get the job done.
CSS - Fonts, Backgrounds and Borders. It''s basically a combination of colors and styles that get the job done.
Finally, I think it would be appropriate if you wanted to copy/paste some/all of my feedback into the community post for others to see. I'd hate to see some of this feedback lost in direct messages for only our benefit!
Narayan Maddy Martin Fairway Independent Mortgage Corporation
Hey Maddy, Thanks for posting this back to the community. I suggest you bookmark the "https://ddh.my.workfront.com/report/public/view?publicToken=cJC39KazDMyl5tJVSWFgiyVNJctelp14yRATPbVzoMoKFXEYuICk2BnLtAKI0nYbLFABYDMZIB5C3yHVZojbm8VPRSqmMsK-&endcap" Text Mode Library , which is continuously growing and is sure to include examples of HTML/CSS in the near future.
Thanks, Narayan Narayan Raum Workfront Delivery Lead - SunTrust Bank https://wf-pro.com for Text Mode & Solutions