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Prevent Users from Adding Templates to Personal Task Projects

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Community Advisor

3/4/24

Description - I learned last week that a user can attach a template to a personal project and once the template is attached, there's not much you can do about it. Meaning the program, portfolio, custom forms and other objects are attached forever. I would like Workfront to remove the ability to attach templates or associate personal tasks with any other work objects.

 

Why is this feature important to you - This is extremely important to me because it deeply affects reporting and keeping the system clean. Also since the To-Do feature uses Personal Tasks, Personal Task Projects are now more prominent meaning anyone can accidentally make this mistake and no one would be the wiser.

 

How would you like the feature to work - When a user attempts to attach a template, add a custom form or edit the personal tasks project they get an error message similar to the one I get when I try to remove these objects. "Error 403: Cannot modify personal project /attask/api-internal/PROJ/"

 

Current Behaviour - The user can attach a template and unknowingly tie the personal tasks project to business initiatives. The only way to undo this is by deleting the personal task project.