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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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    AdinaPi1
    New Participant
    December 5, 2018
    There are 2 ideas that I would love to see upvoted. "https://support.workfront.com/hc/en-us/community/posts/115001231467-Custom-Task-or-Project-Fields-that-Default-on-Every-Object" CUSTOM TASK OR PROJECT FIELDS THAT DEFAULT ON EVERY OBJECT "https://support.workfront.com/hc/en-us/community/posts/115001271347-Allow-auto-populate-of-names-within-Custom-Form" ALLOW AUTO-POPULATE OF NAMES WITHIN CUSTOM FORM Adina Pierce Cisco
    Heather_Kulbacki
    Heather_Kulbacki
    New Participant
    November 30, 2018
    Please upvote if you use Kanban teams/board "https://support.workfront.com/hc/en-us/community/posts/360020812913-More-Customization-for-Kanban-Cards-" More-Customization-for-Kanban-Cards
    W
    WayneEl
    New Participant
    November 15, 2018
    Please upvote this in the idea exchange: THERE IS NO WAY TO FIND WHICH DASHBOARDS ARE ASSOCIATED WITH WHICH LAYOUT TEMPLATES - "https://support.workfront.com/hc/en-us/community/posts/360019666114-There-is-no-way-to-find-which-dashboards-are-associated-with-which-layout-templates">https://support.workfront.com/hc/en-us/community/posts/360019666114-There-is-no-way-to-find-which-dashboards-are-associated-with-which-layout-templates The attached screenshot shows a layout template tab which has already had a dashboard associated, but nothing shows using the Setup menu. Workfront's answer is: "The best way to verify what Dashboards are currently active on a Layout Template would be to login as a user that is assigned to the layout template." Thanks. Wayne Ellyson OH-DAS
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    AdinaPi1
    New Participant
    November 15, 2018
    Only 3 more votes needed! New Home: Bring Back Recent Updates: https://support.workfront.com/hc/en-us/community/posts/360014281534-New-Home-Bring-back-Recent-Updates Adina Pierce Cisco
    Heather_Kulbacki
    Heather_Kulbacki
    New Participant
    November 14, 2018
    A couple suggestions for Home that we'd love some up-votes on: "https://support.workfront.com/hc/en-us/community/posts/360019605853-Home-Remove-Task-from-Right-Pane-when-Complete">Remove tasks from right pane upon completion "https://support.workfront.com/hc/en-us/community/posts/360019516434-Home-Arrows-for-Moving-Through-Tasks">Move through tasks on Work List with keyboard arrow keys Heather Slater Thermo Fisher Scientific Inc.
    William--
    William--
    New Participant
    November 14, 2018
    Can I get the gang to rally around this year-old submission from Marie Kelly? "https://support.workfront.com/hc/en-us/community/posts/115001208834-Require-Users-to-only-create-new-Projects-from-a-template" Require User to Only Create New Projects from a Template We have a group of users that require the ability to create new projects. We "encourage" them to start fresh by using the template each time they create a project, but they find copying to be much more efficient so always take the path of least resistance. Meanwhile, templates and their selection of attached forms have evolved multiple times, and every "new" project they create is outdated by five versions. It becomes pretty chaotic because there is no consistency for assignees, which largely defeats the purpose of using templates. Ideally, access settings should be configured to A) prevent users with "create" rights from copying projects and/or B) grant users with "create" rights but only from templates. William English
    If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf
    J
    JaneBr
    New Participant
    November 12, 2018
    @Craig Smith and I would like your votes to lock down the project prioritization in the Resource Planner. "https://support.workfront.com/hc/en-us/community/posts/360018912053-Resource-Planner-Ability-to-lock-the-Project-Prioritization?page=1#community_comment_360002496794" Link to Idea Having spent months revamping the Alignment Score process so that the projects appear in the correct order in the Resource Planner, the simple act of clicking the orange 'Save' button has completely eradicated the order and there is no default view to which you can revert. Not good when you have 400+ projects! The documentation is going to be updated to alert people to this but we still need votes to change the functionality. "https://support.workfront.com/hc/en-us/community/posts/360018912053-Resource-Planner-Ability-to-lock-the-Project-Prioritization?page=1#community_comment_360002496794" Jane Bradshaw BAKKAVOR LTD
    Amy_Trahan
    Amy_Trahan
    New Participant
    November 9, 2018
    Attn: Admins with users with multiple roles Please upvote: NAME POPULATION BASED ON JOB ROLE ASSIGNED By: Margaret Nelson Hi. I have users with two active roles: one primary at 75% and one other at 25%. I'd like to be able to see the users listed in the role on the Assignments drop-down on the Project for both roles. Right now, only the primary role is showing as, "Here are a few recommendations..." A solution would be to show users with a secondary role, though lower on the list, based on the second role's % for that role. "https://support.workfront.com/hc/en-us/community/posts/360017380134-Name-population-based-on-Job-Role-assigned">https://support.workfront.com/hc/en-us/community/posts/360017380134-Name-population-based-on-Job-Role-assigned Thanks, Amy Amy Trahan Capital Group Los Angeles
    Amy_Trahan
    Amy_Trahan
    New Participant
    October 30, 2018
    For all Proofing users... Please upvote "Tag all the users" by Skye Boardman In the proof, I want to be able to tag any user in my Workfront environment. Not just people who have opened the proof. Not just people who are an owner or reviewer of the proof. Not just people who are in the advanced workflow. If any person has a user account in my Workfront instance, I would like to be able to tag them in any proof. Bonus points if you can code it to allow me to tag teams. https://support.workfront.com/hc/en-us/community/posts/115006961213-Tag-all-the-users Thanks! Amy Trahan Capital Group Los Angeles
    M
    MatthewMa2
    New Participant
    October 29, 2018
    Upvote promotion: "https://support.workfront.com/hc/en-us/community/posts/360018678193-Buggy-Data-Editing-From-Reports-Attaching-Random-Form">Buggy Data Editing From Reports - Attaching Random Form Love the Workfront product, but this has been messing us up continually ever since they launched the ability to attach multiple forms a few years ago. If you edit custom data from a report, you have to be very careful that every item in the report has the correct form with the data field before starting the edits. If you do not, the system will go find any form out there with the data field and attach it to the item. We find random forms attached to things almost every week. Also, if the form contains other fields with default values, it actually acts to attach those attributes as well... all without any form of warning or notification of this happening in the background. Would LOVE upvotes on this one. Matt Marks Banner Engineering Corp.
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