Hi @LeonhardWi1,   I am familiar with the case you are describing, and to my knowledge, Workfront's contouring features cannot be defaulted (e.g. in a Template), and are best suited for short term tasks (or Issues) given the tedious fill-the-box-typing you mentioned, especially considering that th...

  Hi @MariaCr2,   Combining the suggestions from @skyehansen and @Sven-iX, I'd suggest you move the editable custom form "up" to the Project level so you can then easily reference it in a Task view (read only, mind you) using its DE: syntax.   If you instead decide to keep that custom parameter at t...

  Very nice @Daniel_Clarke,   That's a new one for me, but I like it! Thanks for sharing!   Regards, Doug

  Hi @MariaCr2,   Only the base object data in a view or report (eg Task on a Task, Project on a Project) can be edited, natively.   Regards, Doug

  Hi @dcshanno,   Building on the sage advice from @Sven-iX, I invite you to consider this Going the Extra Milestone advanced technique to get what you need with minimal disruption to your existing Workplan structure(s).   If you like the latter, you can templatize it, going forward.   Going backwar...

  Hi @ab_cdef,   Aiming to strategize the Least Amount Of Work from where you are now...   Assuming this is a repeated process, if you are at liberty to change the process so the project IS (instead) created by converting the request, AND you chose the Form 95 Percent at the time (leveraging Workfro...

  Hi @ab_cdef,   I concur with you and @Sven-iX, and if you're looking for the easiest path, suggest you manually copy Form Full as Form 95 Percent, then delete the 5% you intend to exclude...or (noting such an exclusion does indeed lose data) move them to a special Save Just In Case section within ...

  Thanks @ScottMo1,   In that case, within what's currently available natively, the closest workaround I've used is to create and deploy (broadly) side menus so -- in one click -- end users can switch context for "that project" (e.g. "Company Docs", "HR Training", etc.). Doing so makes it much easie...

  Hi @FrankatMSC,   Negative, but one common pattern is to change the Workfront settings to automatically delete Requests upon conversion to a Project (or Task): no Request, no files added to the wrong spot.   That said, it's a big decision, so Proceed With Caution...   Regards, Doug

  Thanks @ScottMo1,   I was going to mention Team Layouts for @MaximillianFo, but your additional usecase description adds an important wrinkle.   Would providing end users the ability to change their own Layout Template (among a fixed set of SysAdmin defined and "allowed" options) meet your require...