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Workfront- Ability to easily add/ delete a line item in a report w/o having to leverage an object

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Level 2

8/17/23

Description - Currently based on the system's structure, in order for our team to pull in a detailed calendar/ tracker view for planning, we have to indicate those line items/ details on a planning project form. This is a confusing and extra clicks for the team from the current process of being able to easily add / delete line items to a tracker view. This is to also address the valid business needs where things change last minute and the team needs to easily be able to action.

 

Why is this feature important to you - This will increase adoption & overall efficiency for our teams as they work compared to their current/ previous process prior to Workfront

 

How would you like the feature to work - User should be able to see an option to add / delete directly on the report to add additional line items OR there should be a new feature launched in WF that allows for the ability to create and easily maintain trackers similar to Smartsheets, google docs, etc. This would allow the teams to pull in more work streams/ processes into a single tool.

 

Current Behavior - Currently based on the system's structure, in order for our team to pull in a detailed calendar/ tracker view for planning, we have to indicate those line items/ details on a planning project form. Teams can only edit inline on the report but not add/ delete from that view. 

 

See screen shots for new process within Workfront.