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Apply a default view & grouping to a project

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Level 2

22-01-2021

I would like the ability to set a specific view and grouping as default on a project so that anyone who opens the project will see the preferred layout first. Then if they choose to manually change it, they can.


Right now it seems that views/filters/groupings are all applied per user based on whatever that users's last session was set to.

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Level 1

05-05-2021

To provide status to non-Workfront savvy folks, and to help sell more seats, we need a way to show people where the Project status is at, by "Sharing" a project with them. When they arrive, and are new to Workfront, they see one of the default views, and it's far from ideal.


Not sure why we're able to set a default view on some objects in a layout template, but not a project. So far I've linked a few potential Workfront users to my project, but when they arrive to a weird "spreadsheet" with column values that are not in context, it ruins the entire experience for both the Planner , and potential user.