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Idea Exchange Promotion

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Level 5
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
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Level 10
Interesting idea....I'd need to see some more detail to know if it would be practical for us, but anything that saves time for PM users is a good thing. David Cornwell

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Level 4
This is currently a feature under consideration in the "https://support.workfront.com/hc/en-us/articles/115004178467-Using-the-Idea-Exchange">Idea Exchange for Parent and Sub projects though which has garnered a lot of support. I've included a link for this below in case you would like to add your support to this. Any added support helps! "https://support.workfront.com/hc/en-us/community/posts/115003990633-Parent-Child-Projects">https://support.workfront.com/hc/en-us/community/posts/115003990633-Parent-Child-Projects Jaclyn Reiter, PMP, SA Project Manager, Strategic Initiatives Equifax, Inc. St. Louis, MO 314-684-2693

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Level 4
Please vote for prioritization of the tasks on the new home tab! Thank you in advance!! https://support.workfront.com/hc/en-us/community/posts/360007796693-NEW-HOME-Prioritize-Task-List Sana Perry National Heritage Academies, Inc.

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Level 10
Level 10
May I direct your attention to this July 2017 submission from Sara Rothkopf? This feature would be life changing. https://support.workfront.com/hc/en-us/community/posts/115004201233-Wildcard-off-of-a-custom-field William English

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Level 10
I apologize in advance if any of these are duplicates already logged in the IdEx (and if you know this to be the case, pls let me know so I can help crowdsource/upvote). I spent the bulk of today searching through 100s of ideas logged and trying to search for similar to these below - but admittedly, finally gave up and logged new ones. "https://support.workfront.com/hc/en-us/community/posts/115002907534-Spreadsheet-Mode-for-Project-Schedule">https://support.workfront.com/hc/en-us/community/posts/115002907534-Spreadsheet-Mode-for-Project-Schedule "https://support.workfront.com/hc/en-us/community/posts/360008198753-Ability-to-Quickly-Add-Resources-to-Tasks">https://support.workfront.com/hc/en-us/community/posts/360008198753-Ability-to-Quickly-Add-Resources-to-Tasks "https://support.workfront.com/hc/en-us/community/posts/360008175374-View-Hours-at-a-Macro-Level">https://support.workfront.com/hc/en-us/community/posts/360008175374-View-Hours-at-a-Macro-Level "https://support.workfront.com/hc/en-us/community/posts/360008203853-Multi-Colored-Gantt-Charts">https://support.workfront.com/hc/en-us/community/posts/360008203853-Multi-Colored-Gantt-Charts "https://support.workfront.com/hc/en-us/community/posts/360008205973-Client-Friendly-Reports">https://support.workfront.com/hc/en-us/community/posts/360008205973-Client-Friendly-Reports "https://support.workfront.com/hc/en-us/community/posts/360008179214-Easily-Create-and-Export-Calendars">https://support.workfront.com/hc/en-us/community/posts/360008179214-Easily-Create-and-Export-Calendars "https://support.workfront.com/hc/en-us/community/posts/360008208113-Ability-to-Easily-Reassign-Resources">https://support.workfront.com/hc/en-us/community/posts/360008208113-Ability-to-Easily-Reassign-Resources "https://support.workfront.com/hc/en-us/community/posts/115006602093-Restoring-An-Old-Version-of-A-Project">https:// "https://support.workfront.com/hc/en-us/community/posts/115006602093-Restoring-An-Old-Version-of-A-Project">workfront.com/hc/en-us/community/posts/115006602093-Restoring-An-Old-Version-of-A-Project "https://support.workfront.com/hc/en-us/community/posts/115004048253-Highlight-Tasks-That-Were-Changed-When-A-Date-Changes">https://support.workfront.com/hc/en-us/community/posts/115004048253-Highlight-Tasks-That-Were-Changed-When-A-Date-Changes "https://support.workfront.com/hc/en-us/community/posts/360008175974-View-Department-Team-Workloads">https://support.workfront.com/hc/en-us/community/posts/360008175974-View-Department-Team-Workloads "https://support.workfront.com/hc/en-us/community/posts/115000346734-Modify-Project-Tasks-In-What-If-or-Before-Saving">https://support.workfront.com/hc/en-us/community/posts/115000346734-Modify-Project-Tasks-In-What-If-or-Before-Saving "https://support.workfront.com/hc/en-us/community/posts/115001215254-Add-CheckList-To-Do-List-Within-Tasks">https://support.workfront.com/hc/en-us/community/posts/115001215254-Add-CheckList-To-Do-List-Within-Tasks And these two relate to the Idea Exchange itself: "https://support.workfront.com/hc/en-us/community/posts/360008182214-Advanced-Search-in-Idea-Exchange">https://support.workfront.com/hc/en-us/community/posts/360008182214-Advanced-Search-in-Idea-Exchange "https://support.workfront.com/hc/en-us/community/posts/360008210373-Idea-Exchange-should-Auto-Upvote-Ideas-You-Log-Yourself">https://support.workfront.com/hc/en-us/community/posts/360008210373-Idea-Exchange-should-Auto-Upvote... Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB

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Level 10
Please upvote this to choose custom colors on Calendars: When creating a calendar, it would be great if we could choose custom colors (CMYK values) to match client/product branding and more easily identify items in the calendar. https://support.workfront.com/hc/en-us/community/posts/115006936148-Calendar-Custom-Colors On top of the current limitation where it randomly color codes items by project - the colors don't 'stick'. Every time I refresh, Project ABC is a different color. "https://support.workfront.com/hc/en-us/community/posts/115006936148-Calendar-Custom-Colors"> Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB

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Level 3
Hi Alison, One of our users had a suggestion that seems to be covered by 3 listings in Idea Exchange. Can they be combined into 1 idea? Collectively there are enough votes to have it be considered. (barring dupes of course) "https://support.workfront.com/hc/en-us/search/click?data=BAh7CjoHaWRsKwjd6PHGGgA6CXR5cGVJIhNjb21tdW5pdHlfcG9zdAY6BkVUOgh1cmxJIlgvaGMvZW4tdXMvY29tbXVuaXR5L3Bvc3RzLzExNTAwNjg5MjI1My1BYmlsaXR5LXRvLXBhc3RlLXNjcmVlbnNob3RzLWludG8tYW4tdXBkYXRlLQY7B1Q6DnNlYXJjaF9pZEkiKTFiNzIxNjVhLWU3MGQtNDlkMS1hOTk0LWI3MmQyZmRiNzg3NQY7B0Y6CXJhbmtpBg%3D%3D--6b649e2933b326158654d025fab2d1f156880fef"> Ability to paste screenshots into an update. "https://support.workfront.com/hc/en-us/search/click?data=BAh7CjoHaWRsKwiN9sXGGgA6CXR5cGVJIhNjb21tdW5pdHlfcG9zdAY6BkVUOgh1cmxJIlcvaGMvZW4tdXMvY29tbXVuaXR5L3Bvc3RzLzExNTAwNDAxMjE3My1JbWFnZS1zLWluLWJvZHktb2Ytb3ItYXR0YWNoZWQtdG8tYW4tdXBkYXRlBjsHVDoOc2VhcmNoX2lkSSIpYjJjM2ZjNTItN2M1MS00NDUyLWE0YTQtMDAzMGVlY2NlNWY0BjsHRjoJcmFua2kG--6649cb7738039ee24eac1497b4a099ed5b4d970d"> Image(s) in body of or attached to an update "https://support.workfront.com/hc/en-us/search/click?data=BAh7CjoHaWRsKwhgnPLGGgA6CXR5cGVJIhNjb21tdW5pdHlfcG9zdAY6BkVUOgh1cmxJIlEvaGMvZW4tdXMvY29tbXVuaXR5L3Bvc3RzLzExNTAwNjkzODIwOC1BbGxvdy1zY3JlZW5zaG90cy1pbi11cGRhdGVzLWNvbW1lbnRzBjsHVDoOc2VhcmNoX2lkSSIpMWI3MjE2NWEtZTcwZC00OWQxLWE5OTQtYjcyZDJmZGI3ODc1BjsHRjoJcmFua2kH--a9796961d586017735b4023c7c42708bfb24d2f3"> Allow screenshots in updates/comments Thanks! Tina Tina Huang Optum

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Level 10
Please upvote!! If you are a company that keeps issues/requests after they have become projects then you NEED this feature. According to the Proof product team this occurs when the original issue is kept. If the issue is not kept then the proof with comments comes across to the new project. I propose that this should be the case no matter the disposition of the issue. "I hope you are having a great weekend! I was able to find an answer to why the proof was not being brought over from the request. I was able to find an article explaining that "Proofs are included only when the option Keep the original issue and tie its resolution to this task is unselected." I am going to go ahead and close this ticket out now. Please let me know if you have any questions." "https://support.workfront.com/hc/en-us/community/posts/115000906394-Carry-over-proof-comments-when-a-Request-Issue-is-converted-to-Project?page=1#community_comment_360001105633">CARRY OVER PROOF COMMENTS WHEN A REQUEST (ISSUE) IS CONVERTED TO PROJECT Thank you community!! You are all the best!! Michael Lebowitz GuideWell Connect

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Community Advisor
We'd love to be able to delegate approvals either to multiple people or to a team and the appropriate person would then take each approval. https://support.workfront.com/hc/en-us/community/posts/360010061873-Delegate-Approvals-to-Multiple-P... Heather Slater Thermo Fisher Scientific Inc.

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Level 7
Hi All, Please upvote my idea on the idea exchange.... We would like the feature added to be able to delegate approvals using the mobile app https://support.workfront.com/hc/en-us/community/posts/360010467054-Delegate-Approvals-from-the-Mobi... Vicky Fitzgerald Telegraph Media Group Limited

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Level 10
Upvoted 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

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Level 10
Hi there, Please upvote my idea about tasks,which you click 'Done with my part', not appearing on timesheets Thanks! https://support.workfront.com/hc/en-us/community/posts/115004801854--Done-with-my-part-tasks-not-to-... Th Dagmara Garwell BAKKAVOR LTD

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Level 9
Hi all, My organization uses Workfront Proof for copy editing VERY text-heavy documents (scientific content with loads of references). It would be incredibly helpful if we could include formatting (bold, ital, underline, etc) as we make comments in Proof. This idea has been floating around for awhile and its something my entire organization would love to see implemented. Thanks. "https://support.workfront.com/hc/en-us/community/posts/115000277814-Bold-italics-or-underline-within-comments-on-ProofHQ" https://support.workfront.com/hc/en-us/community/posts/115000277814-Bold-italics-or-underline-within... Anthony Pernice Healthcare Consultancy Group

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Level 8
Hi Community! I'm posting to this discussion to promote my idea in the Idea Exchange. I'd appreciate your votes as well as any feedback you might have! Please see below for the link to my idea as well as some additional notes on the topic. Thank you! -Sydney "https://support.workfront.com/hc/en-us/community/posts/360014145033-Link-Users-to-a-Specific-Update-on-a-Project-" LINK USERS TO A SPECIFIC UPDATE ON A PROJECT I'll commonly find myself saying something like this to a team member: "per the notes on the June 3rd update…" in reference to a past update - but then the person I'm commenting to has to manually go scroll back to that update. Ideal functionality would be just like how it works on Facebook or Twitter. You can click on the date of the post, and that creates a unique URL to link directly to that isolated update. WorkFront already has the date at the top of the update, it's just not linked: Sydney Peterson Diversified Communications, Inc.

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Level 6
I posted an idea last week about linking Proof and Task approvals. Please upvote! "https://support.workfront.com/hc/en-us/community/posts/360014086113-Link-Proof-and-Task-approvals">https://support.workfront.com/hc/en-us/community/posts/360014086113-Link-Proof-and-Task-approvals Thanks WF Community!! David Bray LeapPoint

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Level 4
I'm going to promote @Mack Moore 's Idea Exchange request: Document Modification Without Download "https://support.workfront.com/hc/en-us/community/posts/115001903288-Document-Modification-without-download?page=1#community_comment_360001460293">https://support.workfront.com/hc/en-us/community/posts/115001903288-Document-Modification-without-do... A feature like this, akin to OneDrive or Google Drive, would definitely help revision Word and Excel documents. Satchell Mische-Richter Quality Bicycle Products

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Level 9
Please up vote if you agree! 🙂 "https://support.workfront.com/hc/en-us/community/posts/360014264814-Planning-Tool" Unassigned Task Hours in Planning Tool Idea: In the new Planning tool when filtering to "View by User" it would be great to see a row of "Unassigned" planned hours. This will allow us to plan for capacity on a monthly or quarterly basis in the future because we don't typically assign/schedule specific people that far in advance. I see this being most useful as we plan and manage our upcoming Scope of Work at the beginning and then throughout the year. Michael LaBerge Strategic Ops Director In-House Creative Agency, Liberty Mutual Insurance

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Level 8
I've created my first idea: Create Assigned Hours as a reporting object. An Assigned Hours report would function just like an hours report, but would be future looking. You would then be able to run forecast reports on hours, revenues, costs and profits by week or month and the reports could be summarized for company, portfolio, group, etc. Believe this would benefit all users- please upvote! https://support.workfront.com/hc/en-us/community/posts/360014275094-Create-Assigned-Hours-as-a-Repor... Karen Marck Wunderman

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Level 1
I've promoted @PERRY PURSELL 's Idea Exchange request. Please upvote if your teams use Agile: "https://support.workfront.com/hc/en-us/community/posts/115006884268-Filter-option-in-story-board" Filter option in story board We need the ability to filter an iteration's story board, along with Grouping and even View options like we're used to on project task lists. Story Boards are not as useful to our team without it, so we're stuck with the Work list view. Michael Beynon Simspace Corporation

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Level 9
Please upvote- the ability to increase font size in proof comments! Thank you. "https://support.workfront.com/hc/en-us/community/posts/360014346534-Increase-font-size-of-comments-in-ProofHQ-viewer?page=1#community_comment_360001498374" https://support.workfront.com/hc/en-us/community/posts/360014346534-Increase-font-size-of-comments-i... Anthony Pernice Healthcare Consultancy Group