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Idea Exchange Promotion

Forum|Forum|8 years ago
March 13, 2018
286 replies
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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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MichaelLe

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Doug I am 100% in agreement with you about using billing records. We are just starting to use them this year and it will be very useful. However.... From a reporting perspective I still believe this is needed. I would like to see how the job role costs (Actual & Billable) change over time. I am sure it would be possible to pull the values from the hours history and with some manipulating either via text mode or just exporting to excel I could theorize/derive what those values would have been. In my humble opinion, wouldn't it just be easier to maintain a separate list/table of 50 records per year instead of having to pull a report that in our case would require pulling 100,000 lines (per year) of hour entries ?? 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

Hi Karen (and Michael), If there's interest, this might be worth a separate thread, but just in case you or other readers aren't aware... One common approach to solve for the concept of rates that change (periodically) over time within Workfront is to create "https://support.workfront.com/hc/en-us/articles/216744788-Creating-Billing-Records">Billing Records on a suitable cadence (e.g. weekly, monthly, ad-hoc etc.) and mark them as Billed in order to "locks in" the hours and rate, even for non-billable time. You can then safely change the rates to their new values, which will then "kick in" going forward. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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KarenMa

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Michael, I'm glad I'm not the only seeing this as a serious issue. Being able to track user data over time (role, rate, cost, manager, company) is essential for accurate calculations and reporting. We only launched Workfront a month ago so we haven't had role changes yet, but we will have promotions in May and I'm very concerned with managing data quality once users are updated to their new roles. Karen Marck

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MichaelLe

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Hi Allison Thank you for putting this thread together. Here is one I created early last year and we have 39 votes.. so close!!!! @Karen Marck , thank you for the push. "https://support.workfront.com/hc/en-us/community/posts/115007377313-User-Costs-by-Roles-Rates-with-specific-time-periods?page=1#community_comment_360000594853">USER COSTS BY ROLES/RATES WITH SPECIFIC TIME PERIODS The current ability in WF is very limited to controlling rates for specific time periods. We need the ability to manages all types of rates & roles for specific time periods. That could be a user hourly cost rate, a role based cost rate, etc. Michael Lebowitz GuideWell Connect

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JohnSe1

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Thank you Vic! and Thank you :-) John Seitz ESPN

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JillAc

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Please upvote this idea! I think it's the most critical missing notification -- there is nothing clear that tells a person that the predecessor is done and they need to start working on their next task. Please upvote this!! It has 18 already, please help me get it to 100 so they do it right away. :) "https://support.workfront.com/hc/en-us/community/posts/115001946728-New-Notification-Rule-Task-I-am-assigned-to-becomes-Ready-to-Start-?page=1#community_comment_360000592114" Ready to Start P.S. I can't figure out how to make this link smaller. Jill Ackerman

New Participant

New Participant

Please up vote if you find this helpful... okay even if you may not need it please up vote (groveling isn't beneath me lol) "https://support.workfront.com/hc/en-us/community/posts/360001676274-Automate-Task-Assignments-in-a-Template-based-on-the-user">https://support.workfront.com/hc/en-us/community/posts/360001676274-Automate-Task-Assignments-in-a-Template-based-on-the-user We have many use cases where a template in Workfront (Template to create a new Project with assigned tasks). So that a task being created - can be assigned to the user via option like -- $$USER.ID Example we have 50+ people in one of our teams that each has their own Template. All templates are identical except for about 15 tasks that they needs to be assigned to. It would make sense to have a single template - as currently we have to update these about every 2 months. And bulk updating doesn't work. Thank you John Seitz ESPN - System Admin for Workfront

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melindal3825541

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https://support.workfront.com/hc/en-us/community/posts/115001941888-Single-Sign-On-Add-Nickname-Field When you auto-provision or map fields in SSO it overwrites the user's preferred name with the system name. We all have our Michael's who go by Mike and Nicole that go by Nikki. Please let us have both names! -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource 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 -

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PollyCo

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Thanks Benetta and to all who upvoted the idea. It's now with 57 votes and under consideration ! Ô£ø√º√´√• Polly Co

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