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AlisonMa
AlisonMa
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  • Hi Heather - I'm working with a client to set up their Governance Committee, so after reading your post, I wanted to ask how you're getting on a year later? Do you all still meet every other week? What items do you go over in your meetings and what challenges have you encountered along the way? Alis...

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  •  in Workfront Ideas 3/18/18
    I'm not kidding when I say Every. Single. Client. has wanted to either delete, change or move the "Subject" box - at the very least, Workfront needs this label to be adjusted to meet the client's needs.

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  •  in Workfront Ideas 2/22/18
    Let's add the Cluster number to System > Customer Info section. It's not efficient to have to email the Workfront AE, who may or may not be responsive, to get this.

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  •  in Workfront Ideas 11/16/17
    Every client I've ever worked with has asked for the ability to print custom forms, both before they're completed, and after. A download to PDF option would be a great functional improvement.

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  •  in Workfront Ideas 10/17/17
    Agreed. I've worked with clients where we have dropdowns with 10s and hundreds of options, and they need that field 5 times. We've handled with a kick-start, but that's cumbersome and tricky too. It would be extremely beneficial to have a copy function.

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  • I would expand this idea to be able to print any custom form, be it task-based or project-based. As stated above, creating a report is not user or visually friendly. Often times, the data on the form is text heavy - clients want an exact translation of the custom form as they see it on screen, plus,...

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  • Use case: We had a client with 7 different billing scenarios. The billing record, as is, accommodated two of the 7 - we had to devise various ways to manage the other 5. Having a custom form attached to the billing record would have been a huge help. For other clients, we've seen the same use case a...

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