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  •  in Workfront Ideas 2/26/25
    Description - The native fields of Portfolio and Program do not work the same as they should in the custom form as they do in the Overview. Why is this feature important to you - We need our PMs to select the Portfolio and Program for each project, so we added the native field to our custom form and...

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  • Hi @Amanda3 - I don't believe you can make a field required in the layout template, but you are able to add those native field to the custom form and make them required in the form. You'll see a field called Native Field Reference. You can add that and then select what native field you are referenci...

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    130

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  •  in Workfront Questions 10/11/24
    Thanks for your thoughts on this! Everyone is doing something different as I learned that some are using Workfront. I'm not exactly sure what they are doing, but I'll explore these ideas and see what will work for us. 

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  • Hello -Our project managers create a timeline for their projects in Excel to give to the team. It's what they have done for a long time and is easy and quick to them. We have project templates that they use for each project, but those are almost too detailed for what they need for this timeline. I'm...

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  •  in Workfront Ideas 7/15/24
    Description - Option to make the Description in the Overview section of the project details a rich content editorWhy is this feature important to you - Our team uses the Description in the overview section of each project. To make it even more beneficial to them, it would be nice to be able to use t...

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    130

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  • Hi Deborah - One way to help with this is create a dashboard with two reports that show what they have submitted as an issue/request and what's been converted to a project. Once the issue/request has been converted to a project, it would "fall off" the issue/request report and show up on the convert...

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  •  in Workfront Ideas 4/5/24
    I posted about this idea last year. Hopefully this is implemented soon! https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/character-limit-on-forms/idi-p/577508

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  • I have one that is a document report that shows open projects that have proofs that are waiting a decision and one that shows closed projects that are waiting a decision as well. I like the closed one as then I can clean up proofs. It's a document report. This is the filter:EXISTS:1:$$OBJCODE=DOCVEX...

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    Questions

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    915

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  •  in Workfront Ideas 3/27/23
    Description - Be able to easily translate proofs when proofing in different languages Why is this feature important to you - We proof a lot of proofs in different languages. It would be a nice feature to add so we can easily check to make sure what it on the design matches what it should be.  How w...

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  •  in Workfront Ideas 3/27/23
    We have a couple workaround for this, but agree it would be a nice feature to have Microsoft and Workfront collaboration. We utilize a shared folder in OneDrive for those to upload a document to the project. That way it is shared to everyone. Anyone who opens the file that the requestor uploaded, th...

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    Ideas

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