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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
March 22, 2018
Notification When Dates Change Justification: We need to be able to notify team members when the project planned completion date has been moved out - changed. We need to be able to notify team members if a custom date field is changed - moved out. There are so many in different teams that need to stay abreast of key changes in a project - and that is - when the date has moved out. There is a way to notify team members based on tasks but there is no solution to notify team members based on date fields. Benetta Perry APS
New Participant
March 17, 2018
Upvoted! 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
March 16, 2018
Hi Alison, Idea : Add ability to upload documents through email replies "https://support.workfront.com/hc/en-us/community/posts/115007074748-Add-ability-to-upload-documents-through-email-replys?page=1#community_comment_360000498214">https://support.workfront.com/hc/en-us/community/posts/115007074748-Add-ability-to-upload-documents-through-email-replys?page=1#community_comment_360000498214 Business Case: Users can reply to updates via email. Often times they are responding and supplying an attached document to support their status update. Right now, Workfront completely ignores the attachment and doesn't even indicate to the sender that the doc is attached. Recipients/WF internal users must then follow up and advise the sender to log into the system to upload the document. This process is often very clunky and causes a lot of extra back/forth that would be eliminated if WF accepted the attachment or at least indicated to the sender that attachments can't be accepted. Please Upvote! *** I actually just posted a sep discussion to see if others have input on this and then remembered you created this discussion forum as well so posting here as well (which likely isn't helping your "keep it clean" approach. Sorry - I'll try to remember next time!). Thanks! Stephanie Stephanie Smith Precision
New Participant
March 16, 2018
We have struggled since the beginning of time with Workfront/Attask trying to explain to Review users that they can reply via email, but they cannot send attachments. They must log in. I'm sure others have this issue as well. There's an idea in the idea exchange but isn't getting much traction so I wanted to post here and see if others have input or even suggestions on how to better handle this other than telling them to login. The really bad part is that the end user has no idea it didn't come through as there is no error. And as an internal user, we only know if they actually say "attached". Anyone have work around for this other than custom email parsing code? If not and you struggle like me...Upvote!! :) https://support.workfront.com/hc/en-us/community/posts/115007074748-Add-ability-to-upload-documents-through-email-replys Stephanie Smith Precision
New Participant
March 13, 2018
Alison, I would like it if idea exchange promotion and discussion was in a different forum, so I would be able to sort the posts by subject and ask further questions. -skye
New Participant
March 13, 2018
Hi Alison, Thank you for starting this. An Idea I have is to address the dual approval system confusion within the UI/UX. It caused a great deal of strain during implementation, and it could be improved by changing some of the layout or formatting (color, background). Link and Description below, your votes are greatly appreciated! https://support.workfront.com/hc/en-us/community/posts/115003501154-Workfront-Integrated-Proof-Approvals-UI-UX Thanks, Saher Almaita