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ayae9457428
Level 2
February 11, 2020
Question

Custom Filters on Home Work List?

  • February 11, 2020
  • 1 reply
  • 433 views
Hi all - One of my designers approached me today about a feature that she thinks would be very helpful to her and the rest of the creatives in our department (and I have to agree). I didn't have an immediate solve for this so I'm posting here in the hopes that others have found a workaround. Is there a way in Home to set custom filters such as "out for review", "requested more info", etc. so they don't have to click into each project to see where they last left off? Similar to how they can filter by ready to start, not ready, etc. We have custom project statuses for these stages but these don't carry over as options in Home. Anyone have a solve? Aya Elsoukkary, Marketing Operations Floor & Decor
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1 reply

BrandonNW
BrandonNW
Level 6
February 11, 2020
There are a couple of things you can do to help the scenario, although admittedly, it would not be exactly what you are asking for. 1. You can add pretty much any native or custom field to the task details on the home page. You would not be able to filter on these fields, but it would save the user from going all the way into the project to see the status. You can do this through their layout template and configuring their layout with the "customize home" tab. https://experience.workfront.com/s/article/Creating-and-Managing-Layout-Templates-1078151261#customizing-home 2. The second way, and probably more effective solution, would be to create them a custom dashboard and pin it to a tab in their projects menu. You can basically just build them a queue with a user.id wildcard filter that would pull all of their projects in. From there, they could set their own filters or groupings for status and use that as their effective home page. You can even add the calendar to that same dashboard as well, thus giving them essentially the same experience. https://experience.workfront.com/s/article/Create-and-manage-dashboards-1359119115 Let me know if you have any questions and I can try to help... Brandon Pritchard System Administrator iNHouse Marketing - Nationwide pritcb1@nationwide.com
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