For instance, I know I want all the content tasks of the new project to
be assigned to xx person. In the scheduling tool, I chose the role
(content specialist) in the dropdown and then in the second dropdown,
chose the xx user. All of the tasks assigned to that role were assigned
to that user. I don't see anything like that in the workload balancer.
All I could figure out was to click the ellipses next to each unassigned
task and then click 'assign to'. That is not efficient.I couldn't find
Is there a way to only have the completed fields from the request form
appear in the task level (like it does on the project level details)? We
have a couple of hundred fields in our project request form and I
wouldn't want to muddle the task form with all the empty or N/A fields.
I'd like to be able to sort by any value field in a report. We have
instances where apparently the field that we're pulling is so far from
the original data table that the report is on, it prevents it from being
sortable. But any column should be sortable. Even better, don't have it
so columns could be categorizes as 'too far from the rest of the table'.
Also, those columns that reference collections should be sortable.Other
innovation idea to vote on:
We currently use a project report that users can see a list of open
project on which they're a team member. A few users have asked if the
report can be revised to only show projects on which they still have
open tasks. They rather not see projects in their list if all if their
tasks are completed, even if the project is still open for others to
work on. I prefer not to use a task report in this instance- just need
project info, not a list of tasks. I know there are (severe) limitations
When adding a column in a report that references a collection, that
column should be sortable within Workfront as well, instead of having to
export and sort in Excel.Use Case: I created a project report and added
a column for a manager's team members who are part of the projects.
I created a project report and added a column for team member. I'm
unable to sort by this new column when viewing the report within WF. I
thought you could sort by any report column without having to export
into excel? The code I used for the column is below.
We'd like the comment box that appears when making an approval decision
on a document be more useful. Right now, the box has a low character
limit and isn't scrollable. USER CASE: the approver adds a few small
changes, that the document owner needs to make, in the comment box. When
double checking what they typed, they can't scroll or expand the box to
see the full comment and/or to edit the comment before submitting it.
I have a large dynamic custom form that includes several paragraph text
fields and it's impossible to change these to the new rich text field
due to having to create a new name for all those fields in order to
maintain the history of the original fields. The names of the fields we
have now are what they should be so I shouldn't have to change them. You
should be able to change between any open text type for any open text
field and keep the history. Really hope this change happens this year.