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AlisonMi
New Participant
March 13, 2018
Question

Idea Exchange Promotion

  • March 13, 2018
  • 286 replies
  • 34239 views
Hi everyone! I've collapsed down a list of ideas that we have upvoted within our internal team and would appreciate your support too! Managing Tasks/Approvals Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank Routing Custom Forms for Approval or Print to PDF Link Proof and Task approvals Task getting auto-approved when a Proof or Document associated with the Task is approved Managing Proofs Proof reviewer / approver delegation by current reviewer / approver Add/Edit Automated Proof Workflow from Inside the Proof Viewer New Proof: Change default from basic to automated Automated Proofs: Add option to create automated proofs as default or expose to API UX/Other/Admin Ability to export Custom Forms "https://community.workfront.com/discussions/community-home/digestviewer/Ability%20to%20report%20on%20issues,%20tasks,%20and%20projects%20together%20in%20one%20report" Ability to report on issues, tasks, and projects together in one report Allow screenshots in updates/comments Ability to convert the field type to another field type Make Custom Forms Appear as Tabs Implement Quick Pins for Custom Forms for shortcuts to Layout Templates New Home: Bring back Recent Updates I want to be able to set a default View/Filter/Grouping from Layout Template Ability to move from Sandbox to Production Mandatory logging of time on task Out of Office auto replies to directed updates Populate empty profile pictures with user's initials James Hill
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    286 replies

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    TinaHu1
    New Participant
    August 2, 2019
    Hi Imi, Thanks for the reminder about this! I have asked our account manager and it sounds like this functionality will not be available until after initial New Experience launch. But it's good to know that it's coming! Tina Tina Huang Optum
    T
    TinaHu1
    New Participant
    August 2, 2019
    Hi Everyone, Please upvote this idea to be able to set task Late threshold by day/24 hours instead of specific clock time. We don't work at such a granular level and based on different durations (full days vs. half or partial days) we can't control end date time easily. This idea refers to reports but it ultimately would apply to the task itself I think. If anyone has experience with this scenario and has advice that would be great too! Thanks in advance! https://experience.workfront.com/s/idea/0870z0000004Vv1AAE/detail Tina Huang Optum
    K
    KirstenHe
    New Participant
    August 1, 2019
    Hey Doug - this is great and works for most of our templates. However, we do have some templates that just contain queue topics. It'd just be nice if we could see all the templates that have been applied to a project without having to do some hacky reporting. Thanks for this suggestion! Kirsten Heikkinen Trek Bicycle Corporation
    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    August 1, 2019
    Hi Kristen, As a workaround, I'd offer the following (from memory) technique to report which Template(s) have been added to which Project(s): create a new Task report include the Task's Template Task's Template Name in the view switch the grouping to matrix mode group horizontally by Project Name, and Horizontally by Task's Template Task's Template Name show the Record Count (optionally; if useful and not too much data for WF) add a bar chart, stacked by Task's Template Task's Template Name (optional) add Filters or Prompts By leveraging each Task's knowledge from which Template Task (templateTaskID) it originated, and in turn, retrieving that Template Task's Template Name, the resulting report will effectively give you a cross reference grid, with "the numbers" confirming the desired Project to Template association...and, more specifically, "how many Tasks" per Project/Template exist. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
    K
    KirstenHe
    New Participant
    August 1, 2019
    I can't find a way to see all the templates that were attached to a project right now. The project details only shows the first template attached. This makes reporting on template use difficult and I don't which templates I can mark as inactive. Please vote for this idea! https://experience.workfront.com/s/idea/0870z000000PSC7AAO/detail Kirsten Heikkinen Trek Bicycle Corporation
    M
    Mohini__Mini_Si
    New Participant
    July 25, 2019
    There was a discussion post for a Dark Mode in Workfront. I didn't see anything in Idea Exchange for it and I personally would love to have dark mode in Workfront. https://experience.workfront.com/s/idea/0870z0000004VwsAAE/detail Mohini Sinha, CSM Project Coordinator Excelsior College
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    JaclynRe1
    New Participant
    July 19, 2019
    Upvoted both too! Jaclyn Reiter, PMP, SA Program Manager, Strategic Initiatives Equifax, Inc. St. Louis, MO 314-684-2693
    V
    VicAl1
    New Participant
    July 18, 2019
    Upvoted both!
    Heather_Kulbacki
    Heather_Kulbacki
    New Participant
    July 18, 2019
    Kevin, What we've done for your second item here is create at "No Tasks" Template for our users to use for those odd requests that don't follow a specific template. We've added the custom forms that all our projects require so they don't need to remember to add those, but they can still create they own tasks. I've already upvoted the other idea you mentioned. But driving our PMs to the No Tasks Template helps with getting the necessary custom forms on all projects - most of the time. They do forget to use it occasionally.
    K
    KevinQu1
    New Participant
    July 18, 2019
    Promoting two related items... The first is on behalf of another user, Marie Kelly: Require Users to only create new Projects from a template https://experience.workfront.com/s/idea/0870z000000PSAfAAO/detail This one would disable the New Project options in the dropdowns and force users to a template. I found this one because it was similar to functionality that I wanted and is something I could use in lieu of my more specific need. The second one I'd like to promote is what I was actually after for our group: New Projects: Ability to Add Default Custom Forms https://experience.workfront.com/s/idea/0870z0000004VuNAAU/detail I really want to drive people to our templates, but there are a few edge cases that don't need specific templates beyond the fact that we have two custom forms that must be on all projects to capture key project-level metadata and some basic info required by our Finance department. So if I can't disable the generic New Project option and force some super-basic template, then at least the ability to change the default behavior of the New Project feature. Kevin Quosig
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