Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Option to automate turning requests to project

Avatar

Level 1

21-10-2022

Description - the ability to automate turning requests to project with project templates 

 

Why is this feature important to you - we have many teams that receive a LOT of requests every week in our org and as a planner, a lot of my job will centre around setting up projects for the various teams, despite not being a part of their team! I am the bottleneck in our Workfront instance. Being able to automatically convert a request to a project would save me hours of work every week and streamline our request process.  

 

How would you like the feature to work - have the option to automate the request > project action based on templates set up in the system.

 

Current Behaviour - this option I don't believe is available based on posts in the Experience League community. Has to be done manually and means I'm a bottleneck for our request process. 

2 Comments

Avatar

Level 3

24-10-2022

Hello! This is a feature that is not available natively in Workfront but can be achieved through the Workfront Fusion plug in. It may be worth exploring Fusion if your use of the tool is heavy on requests to projects and if you are interested in other automations/integrations. 

Avatar

Level 2

24-10-2022

I would love the ability to auto convert requests to Projects through Workfront.  For requests that have a straight forward template conversion it would be nice to have this natively in Workfront.  If there are more complex actions that need to be taken based on selections notated in the request then it makes sense to use Fusion. 

We have 100s of Requests submitted each week each submission has a clear linear path to conversion.
Request Queue 1 --> Project Template 1
Request Queue 2 --> Project Template 2

 

This could potentially be achieved through the Request Queue options similar to Routing rules - to add a Convert to Project rule to allow for the request to be auto converted.