My Tasks Report view - Can you include Proofing alerts/tasks

KCurry

We are struggling to find a single way for users to see their assigned work. We have implemented My Tasks reports but so far have been unable to integrate any @Mentions or Proofing Requests into these as well. Looking to see if any other users have come up with creative solutions to help with this single view from a user's perspective of all "things" needing their attention.

Thanks

Kristi

Genevieve P.

Hi @KCurry

You're right, there currently isn't a way to include Proofing requests or @mentions as a filter in a Report (please let our Product Team know of your feedback through this form, here!)

At this point the user would receive email notifications for the @mentions and proofing comments that require their attention and could manage these requests from their inbox. They would need to be assigned to the row in some fashion (perhaps a "Proof Shared To" column with multiple contacts allowed?) in order for this to be a filter criteria in a Report.

Cheers,

Genevieve

Andrée Starå

Hi @KCurry

I hope you're well and safe!

I got excellent news. Proofing is now supported in reports.

You can view, upload, and manage proofs from reports, similar to how users interact with proofs from the grid. You can easily open existing proofs aggregated from multiple sheets, upload new proofs, and quickly take action without leaving the report.

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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