List Of Workfront Set Project Status For Template. Go to the main menu icon and select projects. Are you able to set a default project status to certain project templates?
Status is used in many workfront reports to track how work is progressing. Are you able to set a default project status to certain project templates? Thank you for the tip.
Or if there’s an existing project that worked well, copy that and use it as a base. Go to the main menu icon and select projects. I was able to collect which template parent task id's i need, my trouble lies in what module i should be using in order to copy over those template task.
Rather than launch a new project from a different template (presumably to avoid having to copy over metadata in custom forms), some folks are deleting the existing task list. Workfront can automatically mark a project as complete when all the tasks are completed and the issues are closed. If you are unable to access templates, you can still use a template to create a.
In order to create a project using this method, you need access to the templates area of workfront. Currently after flipping my project i am left with that has that end/last task, but it lands earlier in the timeline than it should (due to the original project conversion and. Use these best practices as a framework to help guide your workfront system setups and use.
Status is used in workfront to indicate where, or at what stage, in the workflow a project is. You can edit project templates to reflect changes in project processes and settings. You can use project templates to capture most of the repeatable processes, information, and settings associated with the projects in your organization.
You want to know what status a project is in. • use the left panel. You should just use template name (it's in the template section).
