Idea Exchange Promotion

Hi! I didn't see this in the thread doing a Find. We would like the ability to upload documents via the Home right side panel for tasks. This will allow the task assignee to post a document when the task is not so involved that they need to go to the task landing page. Please let me know if there is another idea out there or if this function is already on the road map. Thanks! This is an older idea I found: https://experience.workfront.com/s/idea/0870z000000PSqQAAW/detail Tina Huang Optum

Hi Tina, My understanding is that the new Workfront Experience will allow that, so maybe there's no need to upvote anymore. :). We got it shown on LEAP. Imi Imre Magyar VODAFONE Group

This one came up in another discussion today. Currently, auto-generated Workfront reports can only include the Detailed tab; in some cases (for example, reports being sent to executives), you'd rather send the Summary or Chart tab instead. Upvote the following idea for additional functionality regarding auto-generated Workfront reports: >https://experience.workfront.com/s/idea/0870z000000PSnyAAG/detail ~Eric Eric Manning Language Line Translation Solutions

Please upvote! Ability to Bulk Delete Topic Groups in Queue Setup. https://experience.workfront.com/s/idea/0870z000000H0haAAC/detail Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB

Hi all, we have recently implemented approval processes that are started from a request. In general the functionality works ok. But there are a number of improvements we would like to see happen and I'm hoping to generate some momentum in the idea exchange for these: A active approval process can be reset/ restarted by a change to the global approval process that it was generated from. This causes approvers to have to reapprove. And even if it is approved it causes confusion on the approvals page. Please upvote here: https://experience.workfront.com/s/idea/0870z000000H0ghAAC/detail Example 1: June 3: A number of approvals were completed and the approval had gone through stages 1 & 2, however, 2 approvals were still needed. June 14: I added a approver to stage 1 and modified stage 2- The system asked EVERYONE TO REAPPROVE Example 2: June 6th: Full approval path (Stages 1-3) was completed June 14: I modified the Global Approval path. The Approvals Tab now looks incomplete! Add a due date for approvers for each stage. This feature is available when using a proof approval process, but not a issue. project or task approval. https://experience.workfront.com/s/idea/0870z000000PSUbAAO/detail An alternative to having due dates for approvers is to have a request generate a document approval using Proof. I did not post this idea, but please upvote it: https://experience.workfront.com/s/idea/0870z000000PShaAAG/detail We would also like for a status to automatically change once the issue is approved- for example Approval Path = "Submitted" and Status after approved = "Complete". Please upvote this one for consideration https://experience.workfront.com/s/idea/0870z000000PSUyAAO/detail AND https://experience.workfront.com/s/idea/0870z000000PS9yAAG/detail Another option from changing the status post approval is to have a line after the status include "Approved", just like it says "Pending Approval" when the approval is in progress! Please upvote for this https://experience.workfront.com/s/idea/0870z000000H0hpAAC/detail Mollie Shatek Jones Lang LaSalle - Transformational PMO

Someone who does not have a proofing license should be able to delegate their proof approvals while they are on vacation. Please vote on this idea so that it can be considered as an improvement! https://experience.workfront.com/s/idea/0870z000000PSumAAG/detail Leah Janz Metro Transit

Promoting two related items... The first is on behalf of another user, Marie Kelly: Require Users to only create new Projects from a template https://experience.workfront.com/s/idea/0870z000000PSAfAAO/detail This one would disable the New Project options in the dropdowns and force users to a template. I found this one because it was similar to functionality that I wanted and is something I could use in lieu of my more specific need. The second one I'd like to promote is what I was actually after for our group: New Projects: Ability to Add Default Custom Forms https://experience.workfront.com/s/idea/0870z0000004VuNAAU/detail I really want to drive people to our templates, but there are a few edge cases that don't need specific templates beyond the fact that we have two custom forms that must be on all projects to capture key project-level metadata and some basic info required by our Finance department. So if I can't disable the generic New Project option and force some super-basic template, then at least the ability to change the default behavior of the New Project feature. Kevin Quosig

Kevin, What we've done for your second item here is create at "No Tasks" Template for our users to use for those odd requests that don't follow a specific template. We've added the custom forms that all our projects require so they don't need to remember to add those, but they can still create they own tasks. I've already upvoted the other idea you mentioned. But driving our PMs to the No Tasks Template helps with getting the necessary custom forms on all projects - most of the time. They do forget to use it occasionally.

Upvoted both!

Upvoted both too! Jaclyn Reiter, PMP, SA Program Manager, Strategic Initiatives Equifax, Inc. St. Louis, MO 314-684-2693