Getting a new Project Name filter to all users "Saved" filter list

Forum|Forum|2 years ago
September 6, 2023
2 replies
1545 views

Hi All, I'm pretty sure I know the answer to this question already, but I have been surprised before.

I'm wanted to get a new project name filter to all used to have as a "Saved" filter, not a "Shared with me" filter since this filer will be used when they are looking to add a new project task to their timesheet.

Oh yes I'm aware that if the project owner makes the assignment it will appear on the timesheet, but it's not the PM's "process" yet.

Workfront

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Lyndsy-Denk

Community Advisor

I'm almost certain that Saved and Shared with Me aggregate very specifically (that is, Saved filters are ones you've created and Shared with Me are filters someone else created). However, an admin can add a filter to a Layout Template and it will appear in the System Default grouping.

Madalyn_Destafney

Community Advisor

If you want certain filters/views/grouping to appear for users with other options and not under Shared With Me, add these to the Lists area in the layout template(s). You can indicate even what you want as the defaults too.

If this helped you, please mark correct to help others : )

ajdifonzoAuthor

Level 3

The real challenge is I'm wanting the filter available for each user to use and edit the project in the filter.

Lyndsy-Denk

Community Advisor

I'm unsure a filter is necessary to accomplish what you need. If I'm reading accurately, you have users who need to log time to work that doesn't yet exist in Workfront. So you want to give them a project where they can add tasks so they can therefore log time. Additionally, you want to make it easy for these users to access the project. Is that correct?

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