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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

New Participant
May 3, 2018
Title Vote Sum Last Activity Created "https://support.workfront.com/hc/en-us/community/posts/360005435774-Enable-Reporting-on-the-Project-User-Object">Enable Reporting on the Project User Object 4 "https://support.workfront.com/hc/en-us/community/posts/360002147114-Show-names-instead-of-IDs-in-Show-Filters">Show names instead of IDs in Show Filters 1 "https://support.workfront.com/hc/en-us/community/posts/115004524993-Create-a-collection-of-users-under-job-role">Create a collection of users under job role 7 "https://support.workfront.com/hc/en-us/community/posts/115000693734-Allow-aggregating-of-strings-with-CNT-and-DCNT-in-standard-mode">Allow aggregating of strings with CNT and DCNT in standar... 7 "https://support.workfront.com/hc/en-us/community/posts/115004305293-Update-object-names-in-mobile-app-and-notifications">Update object names in mobile app and notifications 4 "https://support.workfront.com/hc/en-us/community/posts/115000596934-Ability-to-set-default-dates-and-date-limits-for-custom-date-fields">Ability to set default dates and date limits for custom d... 6 "https://support.workfront.com/hc/en-us/community/posts/115007521768-Allow-graphing-of-calculated-columns-or-add-calculated-fields-to-hour-objects">Allow graphing of calculated columns or add calculated fi... 10 Enable Reporting on the Project User Object - This would allow you to create Project Reports grouped by Users that are on that project. I get this request a lot when managers want to see what projects their team members are on. Especially creatives. Large projects have so many tasks/assignments that reports from that level are unmanageable. I do use DCNT to count projects on those reports, but that is unstable. This would be an easy fix! Show names instead of IDs in Show Filters. - How many times have you clicked on show filters and seen some ID and still have to go into edit mode to see what's being filtered? Can we please see the name of the object instead of the ID? So much more usable, such a little change. Create a collection of users under the job role object. - I can quickly report on members of a group or team, but not users assigned to a role in a role report. This would make it easier to understand who is listed in each job role. Allow aggregating of strings COUNT and DCNT in standard view columns. - You can currently only aggregate on numeric columns, so reference numbers instead of names. Let's put count and distinct count as aggregation on string columns without TEXT mode. And please put DCNT in standard workfront instead of hiding it. You often need to see how many distinct objects you have instead of counting objects. Update object names in mobile apps and notifications. - It's confusing to users if projects are called Jobs in standard Workfront and Projects on the app. Ability to set defaults and limits on custom dates - Custom dates can currently be set to ANY date and this can cause all sorts of problems, from wrong century, to custom due dates being set in the past, to weekends, to anything. Can we have a calculated default and date range made available: like this date can be set as $$TODAYb+2w-$$TODAYe+4w to give users a logical date range to choose. Allow graphing of calculated fields and/or allow calculated custom fields on hours objects - Hours are generally a key reporting type, but the ability to put hours on different objects and the lack of ability to include custom fields or calculations can make matrix and graphs a bit of a nightmare. Please extend calculations to HOURS. Even if it's just the ability to grab the custom field that's on the closest object. If I have the same field on a project, task and issue then I should be able to say parent.MyField and report on it! -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource - 2018 Workfront Partner of the Year Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com Helpful? Buy me a coffee: https://www.patreon.com/mlayten - we simplify your work so you can run your business -
New Participant
April 7, 2018
Thank you! Vic Alejandro Denver Water
New Participant
April 6, 2018
Upvoted! Linnie NRF
New Participant
April 5, 2018
Upvoted. While we're talking detailed Project Management fields I'll pimp my feature request to fix the SPI index. It's currently incorrect because it does not use the Baseline. So it's basically useless. Please upvote if you'd like to see this field yield the correct results. "https://support.workfront.com/hc/en-us/community/posts/115006151767-Fix-the-SPI-CPI-Indexes">https://support.workfront.com/hc/en-us/community/posts/115006151767-Fix-the-SPI-CPI-Indexes Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT
New Participant
April 5, 2018
I have a complex project with multiple parallel paths that are close to the critical path. I really need to be able to see the days of float for the tasks on my project. Would you please upvote my request? Here is the link and details. https://support.workfront.com/hc/en-us/community/posts/360002029654-Add-Field-for-Days-of-Float-or-Slack-So-It-Can-Be-Added-to-a-View Note:The Float Date doesn't calculate correctly. There is another request to fix that. Therese
New Participant
March 31, 2018
Just posted this in the idea exchange. "https://support.workfront.com/hc/en-us/community/posts/360001733673-Custom-Form-Layout" title="Custom form Layouts">Custom-Form-Layout I was surprised to not find this already in the idea exchange. Maybe its because I am on my 13th hour today.. so if this is duplicate please accept my apologies. One thing I have been very frustrated with custom forms is how the data fields are displayed once the form is rendered. In the custom form setup you basically have two options, do I want this field to be next to the one before it or do I want it to be underneath it. If you get too many side by side fields then it rolls over to the next line anyway. Even Microsoft Access lets you design custom forms on a grid. At least with dashboards you have the option of choosing some basic layouts (see image). Would it be so difficult to give us the same layout options for custom forms? So I humbly submit this idea - "Custom Form layouts". If you feel as frustrated with the look and feel of your custom forms I would appreciate your votes! Michael "https://support.workfront.com/hc/en-us/community/posts/360001733673-Custom-Form-Layout" title="Custom form Layouts"> Michael Lebowitz GuideWell Connect
New Participant
March 31, 2018
That could work or.. (This is what happens when I work more than 12 hours in a day.) I would at this point just have an excel sheet that has this info and include columns for the 32digit ID from WF for that role and for the person. Anytime I make a change I just create a new line in excel with the dates of the change. When I need to compare to data in Workfront I would just do an export and then in excel via Vlookup get the date changes. Remembering I am approaching the "13th hour" this sounds perfectly logical in mind. Field of dreams reference or for those biblical scholars, God said to Noah.. "If Workfront builds it they will use it"!! Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy DCC 800-4-272 Jacksonville, FL 32246
Doug_Den_Hoed__AtAppStore
New Participant
March 31, 2018
Fair comment Michael, For a Roles Only scenario, I would use the same concept, but create a proxy user called "Every Role" (first name, last name) assigned to - wait for it - every role, and on the 2018 Project, create one Task per Role (names accordingly; eg "Jan 2018 Project Manager") and assign the "Every Role" user to it with the appropriate Role (eg 100% Project Manager). The rest of the story is the same as the user based first edition. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
New Participant
March 31, 2018
Interesting... Would that logic work if you are looking at rates by role? We don't store rates for the person. Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy DCC 800-4-272 Jacksonville, FL 32246
Doug_Den_Hoed__AtAppStore
New Participant
March 31, 2018
Indeed it would Michael; hence the worthy Idea Exchange request for full support of date effective rates. Until that hits prime time, another suggestion is to maintain a Project (eg "2018 Rates") with one Task per person per rate change (eg "Doug Den Hoed Jan 2018; then a second called Doug Den Hoed July 2018), each assigned to the Respective Person (e.g. Doug Den Hoed) with the effective rate at the time (e.g. Jan @ $195/hr, billing record, billed; then July when that time comes, at $225/hr, not yet billing-record-ed until the next round of rate changes, etc). In this manner (with zero hour tasks, mind you), it then becomes relatively easy to create an Assignment report that trends rates for everyone over time. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads