Level 5

Question

Idea Exchange Promotion

Forum|Forum|7 years ago
March 13, 2018
286 replies
34286 views

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

Workfront

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JillAc

Level 10

Please upvote this idea! I think it's the most critical missing notification -- there is nothing clear that tells a person that the predecessor is done and they need to start working on their next task. Please upvote this!! It has 18 already, please help me get it to 100 so they do it right away. :) "https://support.workfront.com/hc/en-us/community/posts/115001946728-New-Notification-Rule-Task-I-am-assigned-to-becomes-Ready-to-Start-?page=1#community_comment_360000592114" Ready to Start P.S. I can't figure out how to make this link smaller. Jill Ackerman

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JohnSe1

Level 6

Thank you Vic! and Thank you :-) John Seitz ESPN

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MichaelLe

Level 7

Hi Allison Thank you for putting this thread together. Here is one I created early last year and we have 39 votes.. so close!!!! @Karen Marck , thank you for the push. "https://support.workfront.com/hc/en-us/community/posts/115007377313-User-Costs-by-Roles-Rates-with-specific-time-periods?page=1#community_comment_360000594853">USER COSTS BY ROLES/RATES WITH SPECIFIC TIME PERIODS The current ability in WF is very limited to controlling rates for specific time periods. We need the ability to manages all types of rates & roles for specific time periods. That could be a user hourly cost rate, a role based cost rate, etc. Michael Lebowitz GuideWell Connect

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KarenMa

Level 3

Michael, I'm glad I'm not the only seeing this as a serious issue. Being able to track user data over time (role, rate, cost, manager, company) is essential for accurate calculations and reporting. We only launched Workfront a month ago so we haven't had role changes yet, but we will have promotions in May and I'm very concerned with managing data quality once users are updated to their new roles. Karen Marck

Doug_Den_Hoed_AtAppStore

Community Advisor

Hi Karen (and Michael), If there's interest, this might be worth a separate thread, but just in case you or other readers aren't aware... One common approach to solve for the concept of rates that change (periodically) over time within Workfront is to create "https://support.workfront.com/hc/en-us/articles/216744788-Creating-Billing-Records">Billing Records on a suitable cadence (e.g. weekly, monthly, ad-hoc etc.) and mark them as Billed in order to "locks in" the hours and rate, even for non-billable time. You can then safely change the rates to their new values, which will then "kick in" going forward. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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MichaelLe

Level 7

Doug I am 100% in agreement with you about using billing records. We are just starting to use them this year and it will be very useful. However.... From a reporting perspective I still believe this is needed. I would like to see how the job role costs (Actual & Billable) change over time. I am sure it would be possible to pull the values from the hours history and with some manipulating either via text mode or just exporting to excel I could theorize/derive what those values would have been. In my humble opinion, wouldn't it just be easier to maintain a separate list/table of 50 records per year instead of having to pull a report that in our case would require pulling 100,000 lines (per year) of hour entries ?? Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy DCC 800-4-272 Jacksonville, FL 32246

Doug_Den_Hoed_AtAppStore

Community Advisor

Indeed it would Michael; hence the worthy Idea Exchange request for full support of date effective rates. Until that hits prime time, another suggestion is to maintain a Project (eg "2018 Rates") with one Task per person per rate change (eg "Doug Den Hoed Jan 2018; then a second called Doug Den Hoed July 2018), each assigned to the Respective Person (e.g. Doug Den Hoed) with the effective rate at the time (e.g. Jan @ $195/hr, billing record, billed; then July when that time comes, at $225/hr, not yet billing-record-ed until the next round of rate changes, etc). In this manner (with zero hour tasks, mind you), it then becomes relatively easy to create an Assignment report that trends rates for everyone over time. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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MichaelLe

Level 7

Interesting... Would that logic work if you are looking at rates by role? We don't store rates for the person. Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy DCC 800-4-272 Jacksonville, FL 32246

Doug_Den_Hoed_AtAppStore

Community Advisor

Fair comment Michael, For a Roles Only scenario, I would use the same concept, but create a proxy user called "Every Role" (first name, last name) assigned to - wait for it - every role, and on the 2018 Project, create one Task per Role (names accordingly; eg "Jan 2018 Project Manager") and assign the "Every Role" user to it with the appropriate Role (eg 100% Project Manager). The rest of the story is the same as the user based first edition. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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MichaelLe

Level 7

That could work or.. (This is what happens when I work more than 12 hours in a day.) I would at this point just have an excel sheet that has this info and include columns for the 32digit ID from WF for that role and for the person. Anytime I make a change I just create a new line in excel with the dates of the change. When I need to compare to data in Workfront I would just do an export and then in excel via Vlookup get the date changes. Remembering I am approaching the "13th hour" this sounds perfectly logical in mind. Field of dreams reference or for those biblical scholars, God said to Noah.. "If Workfront builds it they will use it"!! Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy DCC 800-4-272 Jacksonville, FL 32246

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