This would be AWESOME and is much needed. It truly should be best practice to create a new project from a template. With such a small box to select your template -- and not intuitive either -- it is very hard for user acceptance to use this method.
Ideal User journey:
New project Drop down contains...
I'd like to expand on a use case here -- We are an agency and our employees manage multiple clients. Our clients are in the system as companies because each client/company has different contractual rates that we charge for each role or task. We currently cannot use the financials in Workfront the wa...
This is extremely important for Agile and Gantt chart views where you're needing to make a quick judgement on the types of projects or tasks without having to click into each item. You can set up colorization with milestones but those colors only ever appear in the flags and in the milestone view on...
Currently, all documents uploaded on a task level automatically roll up to the project level. On a project where there are very different phases and very different documents needed for those phases it is very hard to categorize what documents truly belong where. Trying to find the document you're lo...
There are a few things that make agile a bit of a hassle in workfront.
Would love to be able to have flexible custom fields displayed on the cards (more than just 3, and text mode abilities)
Those custom fields that can be displayed, should word-wrap for long descriptions making the card longer rat...
Seems it could be a potential bug BUT in any other team page, there is a number of items next to the work requests tab. Even when looking at projects, you can see "Issues (2)". This NEEDS to be implemented to the Agile/Kanban team view. The way we are functioning is off of requests that come in from...
Agreed! this is definitely necessary, even if it is a checkbox on conversion like "keep request/issue data upon conversion". Need to be able to see this data and report on it.
100% agree! this should absolutely exist. We are finding we are having to create these custom fields and then manage data in two places...quite counter productive when WF is supposed to exist as one version of the truth.