Idea Exchange Promotion

[AlisonMi]

Hi everyone! I've collapsed down a list of ideas that we have upvoted within our internal team and would appreciate your support too! Managing Tasks/Approvals Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank Routing Custom Forms for Approval or Print to PDF Link Proof and Task approvals Task getting auto-approved when a Proof or Document associated with the Task is approved Managing Proofs Proof reviewer / approver delegation by current reviewer / approver Add/Edit Automated Proof Workflow from Inside the Proof Viewer New Proof: Change default from basic to automated Automated Proofs: Add option to create automated proofs as default or expose to API UX/Other/Admin Ability to export Custom Forms "https://community.workfront.com/discussions/community-home/digestviewer/Ability%20to%20report%20on%20issues,%20tasks,%20and%20projects%20together%20in%20one%20report" Ability to report on issues, tasks, and projects together in one report Allow screenshots in updates/comments Ability to convert the field type to another field type Make Custom Forms Appear as Tabs Implement Quick Pins for Custom Forms for shortcuts to Layout Templates New Home: Bring back Recent Updates I want to be able to set a default View/Filter/Grouping from Layout Template Ability to move from Sandbox to Production Mandatory logging of time on task Out of Office auto replies to directed updates Populate empty profile pictures with user's initials James Hill

[sahera39513823]

Hi Alison, Thank you for starting this. An Idea I have is to address the dual approval system confusion within the UI/UX. It caused a great deal of strain during implementation, and it could be improved by changing some of the layout or formatting (color, background). Link and Description below, your votes are greatly appreciated! https://support.workfront.com/hc/en-us/community/posts/115003501154-Workfront-Integrated-Proof-Appro... Thanks, Saher Almaita

[SkyeHa]

Alison, I would like it if idea exchange promotion and discussion was in a different forum, so I would be able to sort the posts by subject and ask further questions. -skye

[StephanieSm]

We have struggled since the beginning of time with Workfront/Attask trying to explain to Review users that they can reply via email, but they cannot send attachments. They must log in. I'm sure others have this issue as well. There's an idea in the idea exchange but isn't getting much traction so I wanted to post here and see if others have input or even suggestions on how to better handle this other than telling them to login. The really bad part is that the end user has no idea it didn't come through as there is no error. And as an internal user, we only know if they actually say "attached". Anyone have work around for this other than custom email parsing code? If not and you struggle like me...Upvote!! 🙂 https://support.workfront.com/hc/en-us/community/posts/115007074748-Add-ability-to-upload-documents-... Stephanie Smith Precision

[StephanieSm]

Hi Alison, Idea : Add ability to upload documents through email replies "https://support.workfront.com/hc/en-us/community/posts/115007074748-Add-ability-to-upload-documents-through-email-replys?page=1#community_comment_360000498214">https://support.workfront.com/hc/en-us/community/posts/115007074748-Add-ability-to-upload-documents-... Business Case: Users can reply to updates via email. Often times they are responding and supplying an attached document to support their status update. Right now, Workfront completely ignores the attachment and doesn't even indicate to the sender that the doc is attached. Recipients/WF internal users must then follow up and advise the sender to log into the system to upload the document. This process is often very clunky and causes a lot of extra back/forth that would be eliminated if WF accepted the attachment or at least indicated to the sender that attachments can't be accepted. Please Upvote! *** I actually just posted a sep discussion to see if others have input on this and then remembered you created this discussion forum as well so posting here as well (which likely isn't helping your "keep it clean" approach. Sorry - I'll try to remember next time!). Thanks! Stephanie Stephanie Smith Precision

[VicAl]

Upvoted! Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

[BenettaPe]

Notification When Dates Change Justification: We need to be able to notify team members when the project planned completion date has been moved out - changed. We need to be able to notify team members if a custom date field is changed - moved out. There are so many in different teams that need to stay abreast of key changes in a project - and that is - when the date has moved out. There is a way to notify team members based on tasks but there is no solution to notify team members based on date fields. Benetta Perry APS

[BenettaPe]

Allow Reporting from status in the Update Feed While you can report on the comments users make to the update stream, Workfront does not allow for reporting on the automatic system updates (like a change in status) that display in the update stream. This restriction is hindering progress and improvements in our cross team communications. We need the ability to report on an automatic system update, which displays in the update stream. Displaying there is very convenient - we must have the ability to pull that data. Benetta Perry APS

[BenettaPe]

"https://support.workfront.com/hc/en-us/community/posts/115000300514-Calendars-Ability-to-Use-Custom-Form-Date-Fields" title="Calendar-Ability to use Custom Form Date Fields">Calendars-Ability-to-Use-Custom-Form-Date-Fields The calendars seem very limited in their options and therefore we haven't been able to use them effectively as everyone would like. It would be great if they could be used in conjunction with date fields in the custom forms instead of just the built-in planned, actual, projected dates on projects, tasks, and issues. For example, we have custom form field for date of deployment for our email marketing campaigns. It would great to have those feed into a calendar. Benetta Perry APS

[BenettaPe]

"https://support.workfront.com/hc/en-us/community/posts/115000250214-Add-a-Custom-Form-into-a-Custom-Tab" title="Add a Custom Form into a Custom Tab">Add-a-Custom-Form-into-a-Custom-Tab I want to be able to add a custom form to a custom tab in Projects, Programs, Tasks and Issues. This would come in as a useful place for me to store important information related to any of these items, such as: creative briefs, work orders, etc... Further, I'd like this form to be editable in this location. We absolutely need this feature. Currently there is 1 custom tab, which is the sub tab of Project Details. We need more than 1 customizable sub tab, as a medium to large size project with at least 5 custom forms. This makes the custom tab very very long to the point of losing productivity. The workers in workfront do not see the "jump to form" option. As the system administrator, I see this option. At a minimum, this option being available to all, would remove a little of the sting of out of this pain. Benetta Perry APS

[JillAc]

Hi Benetta We make an “in market” calendar for our emails by adding the task that is consistently labeled “In Market” in every email Project. For direct mail I also have an “In Market”task and add that to the calendar and use a different color. I also created a calendar for our design team using the field “Release to printer” so they could see their print due dates separately.

[BenettaPe]

"https://support.workfront.com/hc/en-us/community/posts/115005660227-Ability-to-convert-the-field-type-to-another-field-type?flash_digest=5dc1a5235453f9bd10a0fbc367caba34d7d518a3" title="Ability to convert the field type to another field type">Ability-to-convert-the-field-type-to-another-field-type give the ability to convert a field type to another field type for example, If I create fieldabc as a radio button, then later realize that I need fieldabc to be a check box list, as it is designed, I have to create a new field, manually populate the data into it, then delete the radio button field. It would be great if I could convert it and then show a mapping of the selections so that the current data is transferred with the creation. Benetta Perry APS

[VicAl]

Super Upvoted! Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

[pco88]

Ok, I'm adding this here as I just needed 1 more vote get Workfront to consider this idea. We're already at 44 votes as of this morning. "https://support.workfront.com/hc/en-us/community/posts/115001218827-Ability-to-add-fields-on-Project-screen-space">https://support.workfront.com/hc/en-us/community/posts/115001218827-Ability-to-add-fields-on-Project... There's some real estate with the project screen space (header) area that we are hoping to add quick important information for users to see at a glance (eg fields from the custom form etc) Being able to modify that area is key, some people don't need the condition and should be able remove the clutter and input the information they want. It could be similar to home/my work where we are able to add fields as systems administrators. Please vote for this. Thanks. Polly Co

[JaimesonWe]

Adding another one here - the ability to customize in-app notifications! Ideally at the admin level, useful at any level! https://support.workfront.com/hc/en-us/community/posts/115004146653-Enable-Users-to-Customize-In-App... Jaimeson Wennerstrum Periscope, Inc.

[VicAl]

Literally just got a complaint from one of my Users on this today. Upvoted. Thanks! Vic Alejandro, PMP, CSM | IT Program Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

[BenettaPe]

Polly, Upvoted. Benetta Perry APS

[pco88]

Thanks Benetta and to all who upvoted the idea. It's now with 57 votes and under consideration ! üëå Polly Co

[melindal3825541]

https://support.workfront.com/hc/en-us/community/posts/115001941888-Single-Sign-On-Add-Nickname-Fiel... When you auto-provision or map fields in SSO it overwrites the user's preferred name with the system name. We all have our Michael's who go by Mike and Nicole that go by Nikki. Please let us have both names! -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com Helpful? Buy me a coffee: https://www.patreon.com/mlayten - we simplify your work so you can run your business -

[JohnSe1]

Please up vote if you find this helpful... okay even if you may not need it please up vote (groveling isn't beneath me lol) "https://support.workfront.com/hc/en-us/community/posts/360001676274-Automate-Task-Assignments-in-a-Template-based-on-the-user">https://support.workfront.com/hc/en-us/community/posts/360001676274-Automate-Task-Assignments-in-a-T... We have many use cases where a template in Workfront (Template to create a new Project with assigned tasks). So that a task being created - can be assigned to the user via option like -- $$USER.ID Example we have 50+ people in one of our teams that each has their own Template. All templates are identical except for about 15 tasks that they needs to be assigned to. It would make sense to have a single template - as currently we have to update these about every 2 months. And bulk updating doesn't work. Thank you John Seitz ESPN - System Admin for Workfront

[VicAl]

Upvoted. But I was the first one. You didn't vote for your own idea John? 😊 Adding a vote for my own feature request is not beneath me 😊 Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT