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Custom Task or Project Fields that Default on Every Object

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CraigLa
Level 9

3/10/17

We currently add a custom form to every single task in the system. This form gives us some calculated field that are needed to make our filters work. This means that whenever a task is added the user must remember to add the custom form. Eventually we just wrote a script to do this, but it's an ugly solution.

It would be far more useful to be able to define a given set of fields that were universal on every task or project.

9 Comments

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MarcMo
Level 10

3/10/17

Agreed. The ability to designate custom forms for all tasks/issues/etc on a project by project (and universal) basis would be great. Currently, the fact that we have to remember to add the form to each task results in us avoiding their use because it's a pain. We also have to run reports to see what tasks didn't get the correct forms assigned and then follow up. It's a lot of extra overhead.

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DavidGu1
Level 7

3/14/17

I like this idea. Craig/Marc, what kind of fields are you guys trying to apply universally across tasks? I wonder if this is something consistent across clients that might mean these are just standard fields that need to be built into the Task object.

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BruceSt1
Level 4

7/28/17

Agreed, we have had several issues that task-level custom fields would solve, but have not implemented those solutions because of this issue.

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Exp_-_AnnaAs
Level 2

4/11/19

Thank you all for active participation and making your voice heard.

I am glad to let you know that with 2019.2 release you will be able to define default custom form(s) as well as approval process for the tasks in a project. You will be able to define it from the project templates as well. The feature will be available for testing in your preview environment by the end of this week (the week of April 8th). Feel free to test it and provide your feedback through this short survey https://forms.gle/21zqPoFZE11C8qMR9 .

Thank you!

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Kelly_Wehrmann
Level 10

4/11/19

Anna, this is fantastic news. We will definitely be looking for this in our Preview environment to test and provide feedback!

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Exp_-_AnnaAs
Level 2

5/2/19

I am glad to let you know that the ability to attach default custom forms as well as approval process to the tasks in a project is currently available in the preview environment. Feel free to play around and provide feedback https://forms.gle/1wQLuGdQurHcPFWF6 . Here are the release notes for more details https://experience.workfront.com/s/article/2019-2-Beta-3-Release-Activity-1856144653 .

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