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

[VicAl]

This peep has voted Vic Alejandro, PMP, CSM | Senior IT Project Manager Denver Water | t: 303-628-7262 | c: 303-319-6473 Http://www.denverwater.org Sent via mobile phone

[AnthonyPernice]

I don't know if this has been posted here (and even if it has, PLEASE vote for it), but here's one my organization sorely needs: we need our file versions to retain their file names. Our docs route through various departments, so when we have a version control issue, its impossible to figure out what file was uploaded when because they're all named the same thing, basically. Thanks! "https://support.workfront.com/hc/en-us/community/posts/360009342173-Allow-Stacked-Documents-Retain-Unique-Version-Name" https://support.workfront.com/hc/en-us/community/posts/360009342173-Allow-Stacked-Documents-Retain-U... Anthony Pernice Healthcare Consultancy Group

[Doug_Den_Hoed__AtAppStore]

Hi Anthony, I did some R&D on this idea of trying to record the actual file name that was uploaded into Workfront. The way it works is: Drop SampleDoc01.txt into Workfront A Document Version (1) is created under the hood with a File Name in this format: 1_guid_SampleDoc01 Drag SampleDoc02.txt onto SampleDoc01.txt in Workfront Another Document Version (2) is created with a File Name such as 2_guid_SampleDoc01 etc. The punchline is that (as designed), there's nothing in Workfront that stores the name of the subsequent versions. So. In addition to your Idea Share request, two other manual options would be to: create a Document Custom Form with a custom text parameter called "Latest File Name" and copy/paste it in upon upload same idea, but simply copy/paste it in as a Note rather than a dedicated parameter I've added my R&D notes below (which I'd originally hoped would be the unique "real" file names), if you're interested. Regards, Doug In a Document Version Report, try these text mode concepts in the view: listsort=nested(document:currentVersion).val(ext) namekey=filetype.abbr querysort=document:currentVersion:ext textmode=true valuefield=document:currentVersion: documentTypeLabel valueformat=HTML listsort=nested(document:currentVersion).val(ext) namekey=filetype.abbr querysort=document:currentVersion:ext textmode=true valuefield=document:currentVersion: ext valueformat=HTML value expression ={document}.{currentVersion}.{ext} valueexpression= CONCAT({fileName},".", {document}.{currentVersion}.{ext} ) valueexpression= CONCAT(RIGHT({fileName},LEN({fileName})-(SEARCH({document}.{ID},{fileName})+LEN({document}. {ID}+1))),".",{document}.{currentVersion}.{ext}) displayname=Original File Name linkedname=direct namekey=fileName querysort=fileName textmode=true valueexpression=CONCAT(RIGHT({fileName},LEN({fileName})-(SEARCH({document}.{ID},{fileName})+LEN({document}. {ID}+1))),".",{document}.{currentVersion}.{ext}) valueformat=HTML Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

[JodiBi1]

SF dependencies with negative lags are a valid dependency type in PM practice, however, it is not currently supported within Workfront. Please review & consider upvoting: View this on Workfront > Thank you!! Jodi Biscevic GM Financial - International Operations

[VickyFi]

Hi All, I have just posted a new idea and would people to upvote if you agree! When adding a request to a task,w e would like to be able to see the full breadcrumb view to atleast project as, where we use task templates, the parent task won't give accurate information as to where they are at, they need to see the level above it. Thanks! Vicky Fitzgerald Telegraph Media Group Limited

[satchell_mr]

This Idea Exchange Ticket asking for folder sharing functionality needs only 1 more vote to put it over the threshold: "https://support.workfront.com/hc/en-us/community/posts/115000993528-Folder-Sharing-">https://support.workfront.com/hc/en-us/community/posts/115000993528-Folder-Sharing- Thanks! Satchell Mische-Richter Quality Bicycle Products

[Kundanism]

Hi, One of the thing is that we have to upvote the ideas. Also, it seems how important for individual point of view. I would request, that even if the new idea post by someone is not workable for individuals. But if it enhance the software capability and helps to perform even better. Then we should vote it. https://support.workfront.com/hc/en-us/community/posts/360017941533-Connect-Time-schedule-to-Timeshe... Have a nice day and good weekend. Kundan Kumar KGON (Kverneland Group Operations Norway AS)

[satchell_mr]

Commit dates and where they're displayed within a task and their effect on Home has started to cause some confusion with our teams. It's hard to distinguish between a commit date and a planned completion date. Adjusting a projects timeline throws a wrench into things as well. Here's an existing Idea Exchange Ticket to change the UI and display the Planned Completion adjacent to the Commit Date: "https://support.workfront.com/hc/en-us/community/posts/360007989794-Task-Page-UI-update-Put-DUE-DATE-next-to-Commit-Date?flash_digest=a2d60dc4b1acad677a19548cfbdb37ecc158e938">https://support.workfront.com/hc/en-us/community/posts/360007989794-Task-Page-UI-update-Put-DUE-DATE... Thanks All! Satchell Mische-Richter Quality Bicycle Products

[AileenTa]

I know I've said this before but it's becoming obvious that the Idea Exchange is just a way of making customers feel like their frustrations might be heard. Aileen Taylor Cell Signaling Technology

[Heather_Kulbacki]

"https://support.workfront.com/hc/en-us/community/posts/115003152254-Create-Toggle-So-that-When-a-Proof-Comment-Is-Deleted-The-Corresponding-Comment-in-Update-Tab-Should-be-Erased-as-Well">When a Proof Comment is Deleted, the Corresponding Comment in Document's Updates Tab Should Also be Deleted In the Legacy proofing tool, the deleted comment remained in the proof with the user's name plus date/time of the comment with a line through it. You couldn't open the comment, but you could at least see when the comment was made and compare it to the comment in the document's updates tab to reasonably assume that was the deleted comment. In the new proofing tool, the deleted comment is completely gone from the proof. If you go into the Proof Details > Activity, you can see that a user deleted a comment plus the date/time to make the same reasonable assumption. But it seems a bit of a time-suck to have to go into yet another location to verify proof comments. For our proofing use... We have users who reply to proof comments within the document's Updates tab rather than within the proof (generally only when that user's stage has already been locked so they are unable to reply within the proof). Then we have some users on a private proof stage, so their comments do not transfer to the document's updates tab. This means our team has to go to both the proof and the document's Updates tab to verify they've captured all comments/edits. And now with the new proofing tool they have to go to yet another place to verify a deleted comment. Ideally, integration between the proof and the Updates tab would be complete and if a comment is deleted from a proof it would also be deleted from that document's Updates tab. But I'd settle for the comment remaining in the proof with the line through it as the Legacy Proofing had or some notation in the document's Updates that the comment has been deleted. Heather Slater Thermo Fisher Scientific Inc.

[HourieA]

ABILITY TO TRACK TIME IN MINUTES At our organization, it's very common to work on multiple projects a day, for minutes at a time. It would help to have the option to track time in minutes to get an exact figure of how much time is being spent on each project or task. Please upvote if you agree! "https://support.workfront.com/hc/en-us/community/posts/360016118374-Ability-to-track-time-in-minutes">https://support.workfront.com/hc/en-us/community/posts/360016118374-Ability-to-track-time-in-minutes Hourie Alahaydoian Capital Group Intl

[HourieA]

REMINDER NOTIFICATIONS SHOULD LINK BACK TO THE PROJECT OR TASK Currently when receiving reminder notification the email received is static and doesn't actually link to the project or task being referenced. This causes confusion because tasks can have the same name under different projects. (e.g., copyediting, etc.) I'd like to suggest a "See it in Workfront" link be added to each reminder email to make it easier and more efficient to link to the item from the reminder. Please upvote if you agree! "https://support.workfront.com/hc/en-us/community/posts/360016286113-Reminder-Notifications-should-link-back-to-the-project-or-task">https://support.workfront.com/hc/en-us/community/posts/360016286113-Reminder-Notifications-should-li... Hourie Alahaydoian Capital Group Intl

[Kelly_Wehrmann]

Can I get an upvote! "https://support.workfront.com/hc/en-us/community/posts/115005868768-Ability-for-System-to-Automatically-Maintain-Status-on-Issue-if-Resolving-Task-Project-Completed-Prematurely?flash_digest=c41d7b1e5b1d7f9e867083ad8a52955a18ba9daf&page=1">ABILITY FOR SYSTEM TO AUTOMATICALLY MAINTAIN STATUS ON ISSUE IF RESOLVING TASK/PROJECT COMPLETED PREMATURELY Ok, I am curious if anyone else has noticed this, has issues with this, or has a better solution than what we are currently using to mange this. Back in 2012 when we started using Workfront I noticed for Issues that we convert to Tasks (we keep the Issue linked) if the user accidentally changed a Task Status to Complete and then changed it back to In-Progress or some other status, the Issue Status remained Closed. The Issue does not update to reflect the correction on the Task. When I had reached out to the Help Desk they indicated that this was "working as designed"; once the Issue Status is set to Closed it basically ignores any additional status changes on the Task. This creates problems for us because our Issues are using facing and we don't want to be signaling to the requester that something is complete, when it really isn't. So how do we try to manage this? We use an exception report. We have a report that shows the Issue Status and the Task Status and if they do not match, someone has to manually fix the Issue to "reset" the status. This involves going to the Issue, editing the overview tab to save the current value in the Task field, removing the This Resolves value, and saving the change. Then editing the Issue a second time to set This Resolves to Task and pasting the Task name back in the field, and saving it again. In my opinion....a lot of work when it would be more efficient is the system was able to handle it and I wish I knew why it didn't (....it's the little things....). I opened an Idea on the Exchange over a year ago (03/14/17) and it hasn't received much support. Another mystery... As of today the vote count is up to 6. Am I missing something here? Is there a better way to handle this in a more automated fashion, without having to resort to an API? The integrity of information that we have available to our end users is especially important, so I'd like to make this as seamless as possible without all the manual work. If you have a better mouse-trap please share! :) Admin Kelly-Wehrmann SSFCU

[MatthewMa2]

Upvote promotion: "https://support.workfront.com/hc/en-us/community/posts/360018678193-Buggy-Data-Editing-From-Reports-Attaching-Random-Form">Buggy Data Editing From Reports - Attaching Random Form Love the Workfront product, but this has been messing us up continually ever since they launched the ability to attach multiple forms a few years ago. If you edit custom data from a report, you have to be very careful that every item in the report has the correct form with the data field before starting the edits. If you do not, the system will go find any form out there with the data field and attach it to the item. We find random forms attached to things almost every week. Also, if the form contains other fields with default values, it actually acts to attach those attributes as well... all without any form of warning or notification of this happening in the background. Would LOVE upvotes on this one. Matt Marks Banner Engineering Corp.

[Amy_Trahan]

For all Proofing users... Please upvote "Tag all the users" by Skye Boardman In the proof, I want to be able to tag any user in my Workfront environment. Not just people who have opened the proof. Not just people who are an owner or reviewer of the proof. Not just people who are in the advanced workflow. If any person has a user account in my Workfront instance, I would like to be able to tag them in any proof. Bonus points if you can code it to allow me to tag teams. https://support.workfront.com/hc/en-us/community/posts/115006961213-Tag-all-the-users Thanks! Amy Trahan Capital Group Los Angeles

[Amy_Trahan]

Attn: Admins with users with multiple roles Please upvote: NAME POPULATION BASED ON JOB ROLE ASSIGNED By: Margaret Nelson Hi. I have users with two active roles: one primary at 75% and one other at 25%. I'd like to be able to see the users listed in the role on the Assignments drop-down on the Project for both roles. Right now, only the primary role is showing as, "Here are a few recommendations..." A solution would be to show users with a secondary role, though lower on the list, based on the second role's % for that role. "https://support.workfront.com/hc/en-us/community/posts/360017380134-Name-population-based-on-Job-Role-assigned">https://support.workfront.com/hc/en-us/community/posts/360017380134-Name-population-based-on-Job-Rol... Thanks, Amy Amy Trahan Capital Group Los Angeles

[JaneBr]

@Craig Smith and I would like your votes to lock down the project prioritization in the Resource Planner. "https://support.workfront.com/hc/en-us/community/posts/360018912053-Resource-Planner-Ability-to-lock-the-Project-Prioritization?page=1#community_comment_360002496794" Link to Idea Having spent months revamping the Alignment Score process so that the projects appear in the correct order in the Resource Planner, the simple act of clicking the orange 'Save' button has completely eradicated the order and there is no default view to which you can revert. Not good when you have 400+ projects! The documentation is going to be updated to alert people to this but we still need votes to change the functionality. "https://support.workfront.com/hc/en-us/community/posts/360018912053-Resource-Planner-Ability-to-lock-the-Project-Prioritization?page=1#community_comment_360002496794" Jane Bradshaw BAKKAVOR LTD

[William--]

Can I get the gang to rally around this year-old submission from Marie Kelly? "https://support.workfront.com/hc/en-us/community/posts/115001208834-Require-Users-to-only-create-new-Projects-from-a-template" Require User to Only Create New Projects from a Template We have a group of users that require the ability to create new projects. We "encourage" them to start fresh by using the template each time they create a project, but they find copying to be much more efficient so always take the path of least resistance. Meanwhile, templates and their selection of attached forms have evolved multiple times, and every "new" project they create is outdated by five versions. It becomes pretty chaotic because there is no consistency for assignees, which largely defeats the purpose of using templates. Ideally, access settings should be configured to A) prevent users with "create" rights from copying projects and/or B) grant users with "create" rights but only from templates. William English

[Heather_Kulbacki]

A couple suggestions for Home that we'd love some up-votes on: "https://support.workfront.com/hc/en-us/community/posts/360019605853-Home-Remove-Task-from-Right-Pane-when-Complete">Remove tasks from right pane upon completion "https://support.workfront.com/hc/en-us/community/posts/360019516434-Home-Arrows-for-Moving-Through-Tasks">Move through tasks on Work List with keyboard arrow keys Heather Slater Thermo Fisher Scientific Inc.

[AdinaPi1]

Only 3 more votes needed! New Home: Bring Back Recent Updates: https://support.workfront.com/hc/en-us/community/posts/360014281534-New-Home-Bring-back-Recent-Updat... Adina Pierce Cisco

[WayneEl]

Please upvote this in the idea exchange: THERE IS NO WAY TO FIND WHICH DASHBOARDS ARE ASSOCIATED WITH WHICH LAYOUT TEMPLATES - "https://support.workfront.com/hc/en-us/community/posts/360019666114-There-is-no-way-to-find-which-dashboards-are-associated-with-which-layout-templates">https://support.workfront.com/hc/en-us/community/posts/360019666114-There-is-no-way-to-find-which-da... The attached screenshot shows a layout template tab which has already had a dashboard associated, but nothing shows using the Setup menu. Workfront's answer is: "The best way to verify what Dashboards are currently active on a Layout Template would be to login as a user that is assigned to the layout template." Thanks. Wayne Ellyson OH-DAS