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Basic Text Mode Groupings for Beginners Did you know that you can rename a grouping within a report so that it makes more sense to your organization’s terminology? Or that you can group the results by a field not listed in the grouping field source list?  This week, we continue our focus on basic text mode. Why text mode? Workfront reports can be customized to meet your organization’s needs, sometimes going beyond what is available through the report builder by using text mode. Text mode unleashes the full power of Workfront’s reporting capabilities, unlocking your data in ways that make business sense to your organization. With text mode, you can ...
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Announcing our NEW Reports and Dashboards Resource Page! Designed to save you time by curating content across our resource sites, we're excited to announce our   NEW Workfront Reports and Dashboards Resource page. The page features an intro to the basics of Workfront reporting and takes you beyond for more advanced customers. You'll find quick video tutorials, links to on-demand and live training, and popular help articles we use every day with customers.  This will be a dedicated and continuously updated resource site, so please bookmark this page! The Reports and Dashboards Resource Page will also house past “Workfront Wednesday: ...
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Use Text Mode to Create a Detailed User View Have you ever needed to see the other groups, teams, or job roles that all users in your environment are assigned to? Rather than manually clicking into each person’s profile, create a detailed user view that pulls this information into a single view.  NOTE: This blog is part of the “Basic Text Mode” series. It is not intended to teach you about text mode reporting beyond what you need to know to produce this view. Links are provided at the end of the article if you’re interested in learning more about text mode. As a system or group administrator, you might look at the list of all users, found ...
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Match report colors with your company’s style guide using text mode. Do you have list reports or custom views that use conditional formatting, or column rules, so that a color can be applied to a specific row or cell? Did you know that you can use basic text mode to get those colors to match your company’s style guide? There are a few places in Workfront where you can select a custom color: Milestones Custom statuses, priorities, and severities Custom chart colors Branding colors When specifying a color in Workfront, you have two choices: Select from the color palette, which will also give you the RGB code of the color ...
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We’re excited to announce that registration is officially open for the Workfront Leap 2020 conference, and we want you there! Join us at Leap April 27-30 in Orlando or June 2-3 in London for the premier modern work management event. Our global 2019 Leap conference was a sold-out success, and it's only getting better in 2020: Network with 2,500+ Workfront users in Orlando and 500+ Workfront users in London Get a sneak peek of the Workfront product roadmap Take advantage of 1:1 consulting with a Workfront expert Hear from industry visionaries on the future of work Enjoy more advanced breakout sessions than ever ...
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Did You Know? Basic Text Mode Filters for Beginners At Workfront, we are passionate about creating real solutions that provide you with a better, more productive work experience. The next several blogs will focus on a topic you asked for — basic text mode for beginners. Why Text Mode: Text mode unleashes the full power of Workfront reporting capabilities; unlocking your data in ways that make more business sense to your organization - for example, by combining columns, or accessing a wider variety of fields, including your cu stom fields.   This week we’re sharing some introductory notes, along with   a few examples of text mode for ...
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No need to navigate away, include a webpage on your Workfront dashboard.  Are there numbers you pull from another system to include in Workfront custom forms? Do you want to make a Workfront request queue more accessible? Do your users regularly access a web-based document management system or wiki that contains needed project information? Including URLs on a dashboard allows your users to navigate quickly and easily to live websites without leaving Workfront. Before you jump into the setup, there are two conditions that must be met—the URL is encrypted (https) and the website must allow embedding as an iframe. You may be asking, what is an ...
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We want to hear from YOU! Since the weekly “Workfront Wednesday: Did You Know” blog started on May 29, our focus has been on providing tips and tricks to help drive success throughout your organization. We’ve picked topics based on frequently asked, how-to questions. While informative, these posts may not always relate to you or your business. So this week, we want to hear from you!  We want YOU to share YOUR ideas on topics to be covered in upcoming blogs. We want to make sure that the information being delivered is both relevant and insightful to benefit you and your users . These topics can range anywhere from best practices to text mode reporting ...
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Helpful Highlights Coming This Week in 19.3 Release With the 2019.3 product release from Workfront, teams can stay on top of project assignments, document comments are more visible, and project timelines won’t shift when a team member has time off. Here are some highlights from the release, which will available to all customers starting Friday, Aug. 23. For information about all of the features in the 2019.3 release, see the product release overview page . Deployment of the 2019.3 release begins today, Aug. 21. Watch trust.workfront.com for all updates. Time-off shifting Task dates There’s a new setting in Workfront that ignores ...
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Top tips to self-troubleshoot, before you reach out to Support. In a perfect world, everything works as expected every time—you hit all the green lights on your way to work, your stocks go through the roof, and all of your computer-based systems run flawlessly.  Unfortunately, as we all know too well, this is not always the reality. Workfront has a number of sources for on-demand information and system performance. Use the “4 T’s of Troubleshooting” to help solve common issues you may encounter with Workfront. 1. TRUST Workfront’s Trust site— trust.workfront.com —keeps you up to date on system operations and status. If the problem ...
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Hello all,  I have been working in Workfront for 6 years now, and am nearly done an implementation with my new company. While working with the implementation team I had some suggestions that they highly recommended putting into the Idea Exchange and then promoting it because they thought they were good ideas. So, here is me promoting it! Please take a look at some of my ideas and their links below. Let's get some votes!!  Getting Custom Fields to the Outlook Plugin (Add to work section) I would like it if we could add fields to the outlook plugin when trying to use the "Add to Work" feature. For example, if we wanted to automatically add a customized reminder ...
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The modern workplace has radically transformed. Where we work, how we work, and what we work on are in a state of constant change. Marketing and IT operations leaders are under pressure to deliver more with less while dealing with increasingly disconnected tools, teams, and processes. This shift requires new approaches to getting work done to enable organizations to move at the speed and scale of digital. Join us for Done Right Live —the virtual event designed to kickstart your journey to becoming a master of modern work. We’ll dissect how the best marketing and technical leaders build high-performing teams to   get work done and do it right . You’ll hear ...
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Did you know that you can use date-based wildcards to dynamically filter dates and times in your reports? Wildcards are useful for rolling time periods, such as dates happening this month or looking ahead a few weeks.  There are two Workfront wildcards for dates—$$TODAY and $$NOW. Make sure to type them with the two dollar signs and all capital letters (or they won’t work). $$NOW refers to the day AND time at the moment that you load a report using this wildcard. This wildcard works best with Greater Than and Less Than qualifiers.  $$TODAY refers to the current day (starting at midnight), but not the time. This works well with general timeframes ...
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If you’re like most creative teams , you lack the time to focus on your core job: being creative. According to research, workers like you only dedicate 40% of their day to the job they were hired to do. The rest of the time? Meetings, requests, lengthy review and approval processes, rework, and burning the midnight oil suck up any remaining energy in an effort to hit deadlines. There’s little time left to produce the impactful, creative work you’re known for. Join Jackie Schaffer, VP at Cella, and Brent Bird, Director of Integrated Marketing at Workfront , for an insightful webinar as they review key takeaways from the 2019 In-House Creative Industry ...
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Did you know? You can use column rules (or conditional formatting) to add emphasis to individual fields, and even entire rows, on a report? Conditional formatting can be used to call attention to specific information on a report. For example, you could highlight numbers in a budget column in red when costs are running high. Or you could highlight projects that are in the Planned or Current statuses in different colors to help you track work in progress. For this example, we have a task report that looks at all of the open tasks assigned to our team. We need to quickly see which of these didn’t get completed by their due dates—in other words, ...
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Join the Workfront product management team for a live webinar on August 1, 2019, at 11:00 am EDT / 4:00 pm BST, to gain visibility into the current product plan, find out where we’re headed, and learn more about our 2019 strategy. We want to help make Workfront successful at your organization, and we need your help to drive our vision for modern work management forward. Review the Workfront product vision See the 2019 roadmap Ask the experts and provide your feedback Can't make it? Register anyway and we'll send you the recordin
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Did you know that you can use conditional formatting on a View to compare two date fields? Before you start, just a bit of review. Conditional formatting allows you to customize how information displays on a report. You can make information stand out by making the text bold or highlighting a field. The formatting is set up as part of the View. (For more information, see Using conditional formatting in Views .) You can use conditional formatting for a variety of things—for example, making a task appear in red when the progress status is late or highlighting in gray all of the project planned completion dates that fall in the current quarter. ...
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Did you know? You can set how reports display on a dashboard within the report settings. Let's walk through how this works .  Each report has four settings that affect how the report displays on a dashboard: Run this report with the Access Rights of: When the Report loads, show the: When the report loads on a dashboard, show: <number> items Show Prompts in Dashboards Change these settings on an existing report from Report Actions, then Edit. Once you’re in the report builder, click Report Settings in the top-right corner.   You also can establish these settings when creating a new report. The first section ...
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Did you know? Workfront has 70 reports built into the system to get you started tracking and measuring work!  These reports are intended to provide quick and easy visibility into the  relevant information about the work being done, for you and your users. Some of the 70 reports help you focus on getting work done and monitoring work in progress. Reports such as: My Projects Projects By Condition My Timesheet My Issues My Submitted Issues My Tasks Trouble Tasks Let's dig deeper into Workfront system reports: -- Video coming soon! -- To access reports in Workfront, go to the Reporting area, click the Reports tab, ...
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