Topic: Templates

I guess what I am looking for is similar to the "include view" in the personalization step, but I can not find my way in the documentation. Unlike include view, I have content A including the id of Content B, and I want the template for content A to run and include the template of content B NOT in t...

Similar to the update for the 22.3 release, it would be great to be able to customize the header view on the task level in a project.Our team members would like to see their Project Owners at the task level (our production/traffic team) and currently this is only viewable/searchable in the project d...

For consistency, clarity, and accountability across the organization, it would be handy to be able to configure and apply a custom project status update template to all projects:Today's date with the 'Status Update' titleCurrent Phase Deliverables sections (completed, currently being worked on, futu...

When templates are deactivated, they still show for non-admin users who the template was shared with. This is very confusing for our users and allows them to choose a deactivated template when creating a project. To prevent this, when I deactivate a template I also have to un-share it will all non-a...

As a user who is building task templates in workfront, I have the ability to export the template to an excel. We have had teams build out their templates in this same format in an excel file. Now, we'd like to upload a large batch of #Templates‚ into workfront. How do we do this? I've read about kic...

Hello Workfront Community – Our team is inquiring about how other Workfront teams handle template change requests. We receive a large number of proposed template edits/builds from our users and it usually entails a long back and forth process. Often users submit proposed changes in written form o...

Hi all! Wouldn't it be nice to have a system level object for your deliverables? And then allow your deliverables to be officially "attached" to other objects like templates or companies? If you agree, upvote here! Link: https://one.workfront.com/s/idea/0874X000000oOzLQAU/detail

Our team creates print and digital assets for a high volume of SKUs. One project could contain creative work for 100 SKUs or more. Currently, we have a parent task for each SKU with about 5-6 subtasks for the assets/action items/due dates associated with each SKU. This results in projects with hundr...

Is there a way to connect templates with predecessors? We do a lot of our projects in EN and FR so when creating the FR project we spend time repeatedly connecting the EN & FR projects. It would help us be more efficient if they were connected already.

Currently we are taking screenshots of our social media posts and sending them through proofing. However users also need to check the live post to make sure it's correct. In order to view the live Facebook/Instagram post it's requiring the individual user to log in to their personal accounts. We don...

When you attach multiple templates to a project allow users to change the template listed under project association in project overview. Currently, it defaults to the first template attached to a project and this can be confusing when creating a report based on the project template.

Is it possible to create a link that gets included in a task name or description that will take the user directly to a section on a custom form attached to a project. The link would also be added to a project template. Thanks.