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  • Workfront
12 of 174 Conversations
  • 16-07-2020
    It would be great to be able to attach a document to an update so there is just one step instead of two. Right now, we have to upload the document first and then add an update to it but sometimes you want to include the document in an existing thread and not have to break from it.

    Type

    Ideas

    Views

    111

    Likes

    17

    Replies

    9
  • 11-05-2020
    We'd like our sign-off team to be able to pick from a drop-down list of reasons as to why they rejected a document or a proof. If we can report on this, then we can understand the most common reasons for rejections and amends, and give colleagues the support and training they need to stop getting re...

    Type

    Ideas

    Views

    13

    Likes

    2

    Replies

    1
  • 08-12-2017
    If we can attach a custom form to each issue as we can do today, I want to be able to attach a custom form to each document uploaded so the user can fill up additional information for the document. Hopefully, this can be turned on/off as needed per project or issue.

    Type

    Ideas

    Views

    27

    Likes

    49

    Replies

    6
  • 14-03-2018
    Currently, the only option for viewing a Word doc is for Workfront to download the document. I would like to be able to open the document in a preview window, similar to how a PDF opens.

    Type

    Ideas

    Views

    23

    Likes

    19

    Replies

    2
  • 19-11-2019
    Instead of users sharing docs out of their own OneDrive, Workfront should be able to use a service account user that puts all docs of a project(s) in one central location, or better yet, use MS Teams. Both are just frontends for SharePoint, so this should not be difficult. By using a service account...

    Type

    Ideas

    Views

    23

    Likes

    8

    Replies

    1
  • 09-03-2017
    Right now, you can only move documents. It would be nice to be able to copy documents to other projects, tasks, issues.

    Type

    Ideas

    Views

    48

    Likes

    18

    Replies

    6
  • 30-05-2017
    Would love the ability to send someone a URL so they can go directly to the right folder in the project.

    Type

    Ideas

    Views

    45

    Likes

    21

    Replies

    5
  • 18-05-2017
    Currently, with documents, if you want to edit custom fields on documents, you have to go 1-by-1 and add the custom form, then fill out the custom field data. It would be so much better if you could in-line edit the custom fields just like you can do in a task list or project list. With the process ...

    Type

    Ideas

    Views

    17

    Likes

    6

    Replies

    2
  • 05-06-2020
    When a document is uploaded to a project space, an update reflects this. However, there is no information provided to indicate which folder or location the document is located. Therefore, the document could be stored in any task, issue or document folder. The information provided in an update should...

    Type

    Ideas

    Views

    11

    Likes

    6

    Replies

    1
  • 21-04-2017
    We need greater flexibility across the system in managing documents. Specifically in the project and task documents tab. USE CASE: Currently the only way to move a document from a project to a task is to download the file and re-upload it to the task/documents area. The system then pushes the docume...

    Type

    Ideas

    Views

    45

    Likes

    34

    Replies

    7
  • 30-10-2017
    We send out a lot of emails, WorkFront/ProofHQ do not allow us to upload an email for review. We generate emails in Salesforce and Pardot. We have tried viewing in a web browser, and then creating the proof via browser, but that only works from V1 in Workfront as a new URL is created if they HTML ge...

    Type

    Ideas

    Views

    36

    Likes

    24

    Replies

    4
  • 16-02-2017
    I want a better experience when locking a document (reportability, notifications, reminders, configuration around allowed actions re: documents)

    Type

    Ideas

    Views

    23

    Likes

    16

    Replies

    3