How to set a specific view for a team associated with a specific client

Question

Hi there! We're getting ready to rollout Workfront to our company, and one thing we've been trying to figure out is how to set a default *custom* view for a specific client project, for that specific working team. We understand how to share views with certain teams/groups, but can we take it a step further and make it a default view for the user and the assigned project? We're trying to make this as easy as possible, specifically for workers and reviewers. Thanks!

Madalyn_Destafney · Accepted Answer

Hi there! Unfortunately it is not possible yet to have a view associated with a specific project, something I've wanted for a long time. However, I believe it is on WF's roadmap!

SuryaLakhani · Answer

Hi arappold,

You can do this by creating new layout template for the team. Within the "Lists" option you can update the default view you want the team to see. You can also remove the other views/filters/groupings to further restricts the changes they can make.

Best,

Surya

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