Using Calendars for Clients/Customers

[JennTa]

Hi, Do any of you use the Calendars feature within Reporting to show your customers/clients when tasks are upcoming? I've been playing around with it and I can't figure out a good way to set up the Calendar to feature the select tasks (parent task + task name) so that it's easy for a client to read. If you have any experience with this, I'd love to connect with you jennifer@verticalmeasures.com Thanks! Jenn Tanabe Sr. Director, Operations at Vertical Measures jennifert@verticalmeasures.com

[Doug_Den_Hoed__AtAppStore]

Hi Jenn, There are several creative alternatives within community that leverage the built in calendar and/or reporting features to help illustrate tasks over time, which I'll leave to others to draw to your attention. Noting that the majority are intended for internal use, but it is customer/client facing reporting you seek, I'd also invite you to consider the considerable number of solutions we offer in this area, which (as of this evening, in the case of the last entry) now include: Our "http://store.atappstore.com/product/draggable-calendar/">Draggable Calendar solution can revitalize the way you interact with Workfront tasks, increasing user satisfaction while improving accuracy, timeliness, and communication in a tactile, intuitive fashion. Our "http://store.atappstore.com/product/pdfcalendar/">PDF Calendar solution grants you the ability to create a branded, customizable, printable calendar of any Workfront projects and tasks of interest, simplifying communication in a familiar and friendly format. Our "http://store.atappstore.com/product/ubergantt/">UberGantt solution grants you the ability to create a branded, customizable, printable Gantt chart of any Workfront projects and tasks of interest, simplifying communication in an insightful and professional format. Our "http://store.atappstore.com/product/hot-sheet/">Hot Sheet solution efficiently distills your upcoming work down to those tasks planned to finish (or overdue) within the next 3, 4, or 5 business days across all projects, by every program within an entire portfolio. Our "http://store.atappstore.com/product/editorial-calendar">Editorial Calendar solution dynamically presents the due date of all Tasks of interest in a multi-week grid format (with or without weekends) and beyond, for each project by every program within an entire portfolio. Four of the five have informational videos, so once you've had a chance to review them, I am curious to learn which would fit best with your requirements, and invite you to email me at doug.denhoed@atappstore.com for further discussion. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

[NRYNR]

Hi Jenn, we use the calendar for our release schedule. I'm embedding some screenshots so you see the settings and output. Narayan Raum Delivery Lead, "https://suntrustedo.my.workfront.com/dashboard/view?ID=5c1bf1f90046e70adeecf882731a47b9"> Workfront Center of Excellence Enterprise Data & Governance Execution (EDGE), SunTrust Bank "Quickly and efficiently delivering digital solutions with real-time results to our partners."

[JennTa]

Narayan, this was very helpful, especially the custom task label portion. Thank you! Jenn Tanabe Sr. Director, Operations at Vertical Measures jennifert@verticalmeasures.com