Help with Intake Column in Boards

[JennyWi]

Hello everyone,

My team and I are new to using Boards in Workfront. We’ve set up a board with the following columns:

1. Intake
2. In Progress
3. Client Review
4. QA
5. Final Production

We’re running into a challenge with the Intake column. After we convert an Issue into a Project, how can we ensure that the Project appears in the Intake column?

We’ve already toggled on “Dynamically intake items to board”, but we’re hitting a roadblock when it comes to setting up the right filters.

Any guidance or best practices would be greatly appreciated!

Jenny Williams

[KatherineLa]

Workfront Boards only natively support displaying Task or Issue records but not Projects. When I've been asked in the past by my team, I've looked at the idea of having a special task or issue in each project that gets created on conversion, and then filtering the Intake column to look for that special "Make Project Visible on Board" record. It would still technically BE a task/issue, but serve as a placeholder to make the project visible where needed.