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Workfront Project Default Views for Tasks and Issues

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Level 3

4/4/24

Description - Would love to see the ability to assign a default view for a project's tasks and issues

Why is this feature important to you - Managing multiple views and switching between the views takes a lot of time.  When collaborating, the users need to be on the same view.

How would you like the feature to work - When creating a project new or from a template, the creator can assign a default view.  Other users inherit that view or can change to their own.  But at least it would be a starting point for collaboration.

Current Behaviour - Users have to select views.

21 Comments

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This would make a huge difference in my day-to-day experience in Workfront. I manage multiple projects with different requirements and priorities. Having to switch views every time I switch projects is a major annoyance for me who uses Workfront every day -- I can only imagine how confusing the experience may be for users who aren't in the system as much. 

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Level 2

7/25/23

It would be great if we could set up a default project task list view at the Layout level.  We have a large number of users and want them to have the same default view without having to request each and every one select it from the Views list.  

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Community Advisor

7/26/23

I'm able to do that in my Layout templates, under 'Customize what users see: Lists'. For example, we have a DMD - Task Standard list view that everyone with this layout template gets as default.

 

Is that the kind of thing you're trying to do?

 

Katherine

KatherineSt_0-1690380307706.png

 

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Community Advisor

7/26/23

Yes, @ReneStC if you're trying to do what @KatherineLa mentions above, that is possible. What I'm saying others have said is the desire to set this even more specifically in a layout template so XYZ projects can have a default task view but ABC projects may have a different default task view instead of users having to remember to change views.

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I second this. We're migrating a bunch of blogs. I have a view setup that shows title/date/status/url - some of these are custom forms. It'd be nice to force this view on anyone seeing the project.

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Level 10

4/5/24

I absolutely support this proposal!
It is more than necessary.
We have created very specific views for different departments, most of which only work properly with the appropriate grouping. For colleagues who work across departments, this means at least two additional clicks every time they switch between department-specific topics.

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Community Advisor

4/5/24

 

Hi @lgaertner and @Kelly_StarzEnt,

 

I invite you to consider these Switchback Workflow concepts to build fit-for-purpose custom reports tailored for use with the right view, filter, and groupings (collapsed by default), then either:

 

  • place them in The Right Order on a single dashboard (as per the original concept), share the dashboard (ideally via Layout Templates) with users, and teach them how to scroll down to their stuff, or
  • place each of them on a separate dashboard (upgrading the original concept), sharig each dashboard as custom tabs (ideally via Layout Templates) with users, and teach them how to click to their stuff (with one click)

 

Regards,

Doug

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I would also like to see this feature added. We use Workfront to track our work on building courses and other projects. The course-specific projects will typically have fields that track specific course information, that isn't needed on other projects. It would be nice to set default views for specific projects/templates, rather than having to manually change the view on each project. This would be exceptionally useful for my less tech-savvy teammates!