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Transfer Requests / Issues

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Level 5

17-10-2022

Transfer a request to someone outside of Workfront for handling

Why is this feature important to you - not everyone uses Workfront therefore, when I have a request that should have gone elsewhere, I sometimes have to spend time adding all the details to an email message to transfer to a non-Workfront team. 

How would you like the feature to work - from the request landing page, click the 3 dots and choose Transfer to open a popup window to compose an email to include a custom message plus PDF of custom form information and existing update feed along with documents attached.  

Current Behaviour - all request data and comments has to be manually gathered and copy/pasted to an email, attachments downloaded and attached to said email to send to a team outside of Workfront. 

1 Comment

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18-10-2022

Hi Rhonda - I usually go into the details and export the custom form. Workfront enabled a much cleaner version sometime last year and it works great!