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  • Workfront
33 of 33 Conversations
  • 05-01-2021
    It's difficult to select the right template because it's cut off in the convert to project feature. The team has been converting without a template and then attaching after because they can search better by typing the name of the template.We use naming conventions to streamline work and know which t...

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    Ideas

    Views

    11

    Likes

    26

    Replies

    2
  • 27-04-2021
    I've been asked if there is a way to assign users to roles automatically when a template is selected to be attached to a project. I.e. can the project owner attaching the template automatically be allocated their relevant role? Or, while following the process to attach a template, could roles be ass...

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    Ideas

    Views

    6

    Like

    1

    Replies

    0
  • 21-01-2021
    I am configuring WF for an international NPD team. They have project managers that work in specific areas of the business (i.e. Lighting vs. Wiring). It would be great if the Portfolio or Program manager could start a project from a template with a specific PM Role Defined, and then have it provide ...

    Type

    Ideas

    Views

    5

    Likes

    2

    Replies

    0
  • 29-12-2020
    We often have projects where specific tasks in the workflow are not always needed or we may discovered they are needed half-way through a project. In these cases, we would like the ability to have pre-set steps in our Workflow template that would only be activated when needed. For instance, we somet...

    Type

    Ideas

    Views

    9

    Likes

    3

    Replies

    0
  • 23-12-2020
    We'd like the ability to add/customize the sections in our project templates, then have those sections carry over to the projects that are created from the template. My understanding is this is not an option in NWE currently. (The sections can be added, but do not carry over to the resulting project...

    Type

    Ideas

    Views

    7

    Likes

    2

    Replies

    0
  • 11-12-2020
    Currently, we can only retrieve deleted Projects, Tasks, Issues, Documents, and Templates from the recycle bin. Sometimes, Template Tasks are deleted by mistake and also need to be restored. Because this is not an option in the recycle bin, however, we have to rebuild these from scratch if they are ...

    Type

    Ideas

    Views

    6

    Likes

    16

    Replies

    0
  • 09-11-2020
    Right now, any template that is created for a project shows up under the new project "Project+" button in the project object, but this idea is to allow the creation of project level templates that would not be used for initial project creation, but will show up in the "Attach Template" search bar on...

    Type

    Ideas

    Views

    5

    Likes

    8

    Replies

    0
  • 08-10-2020
    As part of the project template, it would be nice to have the ability to set a prefix or suffix for a project name. This would make it easier to find, organize, and identify projects. While this field will be optional, it would give System Admins more flexibility and control on the templates.

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    Ideas

    Views

    3

    Likes

    2

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    0
  • 06-10-2020
    When you attach a new template to an existing project it makes the changes as one would expect but there is no record of this occurring. I would consider this a bit of a security issue and so do a number of teams I work with.An update should be made to track any changes. Reporting wise and in the lo...

    Type

    Ideas

    Views

    5

    Likes

    4

    Replies

    0