An admin-level user has created a group status for tasks in projects. The admin notices in testing that the custom task status is only available in some of the projects with assigned Marketing team members.
Why is the group status missing in some projects?
Identify the Requirement: The admin notices that the custom task status is only available in some projects with assigned Marketing team members.
Understanding Group Statuses: Group statuses in Workfront are linked to specific groups and are only available in projects that are associated with those groups.
Review Project Details:
Check Project Association: Ensure that the projects where the status is missing are correctly associated with the Marketing group.
Update Project Details: If necessary, update the project details to associate them with the Marketing group. This will ensure that the custom group statuses are available.
Implementation:
Verify Group Settings: Confirm that the custom statuses are correctly set up for the Marketing group in the group settings.
Communicate with Users: Inform project managers and team members about the association requirements for using custom group statuses.
A project team has configured a Kanban board with columns for backlog, in progress, on hold, and completed statuses. The project manager wishes to automatically archive cards that have been closed for longer than two weeks.
What should the project manager change in order to make this happen?
Identify the Requirement: The project manager wishes to automatically archive cards that have been closed for longer than two weeks on a Kanban board.
Understanding Card Falloff in Workfront: Workfront allows for the configuration of automatic archiving (card falloff) based on the time a card has been in a specific column. This is useful for maintaining a clean and organized Kanban board.
Steps to Configure Card Falloff:
Navigate to the Board: Go to the Kanban board where the columns for backlog, in progress, on hold, and completed statuses are set up.
Access Configuration: Click on 'Configure' to access the board settings.
Select Cards: In the configuration settings, go to the 'Cards' section.
Enable Card Falloff: Enable the option for card falloff and set it specifically for the 'Closed' column. Set the falloff duration to two weeks.
Implementation:
Apply Settings: Save the configuration changes to ensure that cards in the Closed column will automatically archive after two weeks.
Monitor: Regularly check to ensure that the card falloff is functioning as expected and that closed cards are being archived after the specified time.
A project manager wants to track specific types of issues on a project along with additional custom fields for each type. What is one way to accomplish this requirement?
Identify the Requirement: The project manager wants to track specific types of issues with additional custom fields for each type within a project.
Understanding Queues and Custom Forms in Workfront: Workfront allows the creation of queues to manage different types of requests or issues. Queue topics can be used to categorize these issues, and custom forms can be applied to capture additional information specific to each issue type.
Steps to Create a Queue with Custom Forms:
Navigate to the Project: Go to the project where you want to track specific issues.
Create a Queue: In the project settings, create a queue.
Define Queue Topics: Set up queue topics to represent the different types of issues (e.g., Bug Reports, Change Requests, etc.).
Assign Custom Forms: Create custom forms with the necessary fields for each issue type and assign them to the corresponding queue topics.
Implementation:
Setup Custom Fields: Ensure the custom fields on the forms are configured correctly to capture all required information.
Test the Queue: Test the queue by creating sample issues to ensure that the custom forms are working as expected for each issue type.
Which Workfront objects can date effective billing rates be used with?
Date-effective billing rates in Workfront are applicable to the following objects:
Companies: Allows setting specific billing rates for different companies.
Users: Enables individual billing rates based on the user.
Job Roles: Provides the ability to define billing rates based on job roles, ensuring accurate billing for various roles within the organization.
These settings ensure that billing rates can be adjusted and applied accurately across various entities within Workfront, allowing for flexible and precise financial management. This information is confirmed in Workfront's advanced training documentation and usage guidelines for billing rates.
What is one of the primary benefits to setting up an automated proofing workflow instead of a basic workflow?
One of the primary benefits of setting up an automated proofing workflow in Workfront, as opposed to a basic workflow, is the ability to create a series of review stages with dependencies between stages. This feature enhances the review process by:
Organizing Reviews: Multiple stages can be defined, ensuring that each stage is completed before the next begins, which helps maintain a structured and sequential review process.
Dependencies: Dependencies between stages ensure that proofs move through the review process in an orderly manner, with specific actions required at each stage.
Automation and Efficiency: Automating this process reduces the manual intervention needed, speeding up the overall proofing process and ensuring consistency across reviews.
This approach is highlighted in various user guides and advanced workflow setup training sessions for Workfront, emphasizing its efficiency and effectiveness in managing complex review processes.
