Idea Exchange Promotion | Community
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Level 5
March 13, 2018
Question

Idea Exchange Promotion

  • March 13, 2018
  • 286 replies
  • 34150 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
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286 replies

William--
Community Advisor
Community Advisor
November 14, 2018
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templates and their selection of attached forms have evolved multiple times, and every "new" project they create is outdated by five versions.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
If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf
Heather_Kulbacki
Community Advisor
Community Advisor
November 14, 2018
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.
Level 9
November 15, 2018
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-Updates Adina Pierce Cisco
Level 3
November 15, 2018
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-dashboards-are-associated-with-which-layout-templates 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
Heather_Kulbacki
Community Advisor
Community Advisor
November 30, 2018
Please upvote if you use Kanban teams/board "https://support.workfront.com/hc/en-us/community/posts/360020812913-More-Customization-for-Kanban-Cards-" More-Customization-for-Kanban-Cards
Level 9
December 5, 2018
There are 2 ideas that I would love to see upvoted. "https://support.workfront.com/hc/en-us/community/posts/115001231467-Custom-Task-or-Project-Fields-that-Default-on-Every-Object" CUSTOM TASK OR PROJECT FIELDS THAT DEFAULT ON EVERY OBJECT "https://support.workfront.com/hc/en-us/community/posts/115001271347-Allow-auto-populate-of-names-within-Custom-Form" ALLOW AUTO-POPULATE OF NAMES WITHIN CUSTOM FORM Adina Pierce Cisco
Heather_Kulbacki
Community Advisor
Community Advisor
December 12, 2018
This would be super helpful for our PMs. With task approvals, issue approvals, and proof approvals all in one giant Work List that is not filter-able or even sort-able by approval type, it's causing things to get lost in the long list "https://support.workfront.com/hc/en-us/community/posts/360014680533-NEW-HOME-Bring-back-ability-to-filter-on-approval-type-e-g-issue">Bring back ability to filter on approval type
Level 3
January 2, 2019
Hi all, Please up vote this if you think it would be useful. We would like to be able to 'pin' a post/update that is important on templates/projects. "https://support.workfront.com/hc/en-us/community/posts/115000534074-Pin-Updates-to-the-top-of-the-list?flash_digest=5e9d4c2c6a90854db06d3c13efc51fedd36b8748">https://support.workfront.com/hc/en-us/community/posts/115000534074-Pin-Updates-to-the-top-of-the-list?flash_digest=5e9d4c2c6a90854db06d3c13efc51fedd36b8748 Thanks in advance, Olivia Olivia Harrison Telegraph Media Group Limited
Level 4
January 3, 2019
For anyone looking to adapt the Agile tool set, this idea to be able to implement custom statuses on the Kanban/iteration boards will be huge. Custom workflows are a must for Agile. If you get a chance, please review and upvote: https://support.workfront.com/hc/en-us/community/posts/360007359174-Allow-creation-of-custom-statuses-for-Agile?page=1#community_comment_36000299533. James Bender Jackson/JTS
Level 6
January 14, 2019
If we could upvote this idea it would be great (I know we have a long way to go on it but would have a huge impact for us!) https://support.workfront.com/hc/en-us/community/posts/115001235174-Filter-to-Show-Only-Ready-to-Start-Tasks-Issues?page=1#community_comment_360003229374 When a task has been completed, you see a tick icon. I think having an icon to show ready to start would be a massive addition to this tool if we could not have the filter.... either would be a great benefit to us. Thanks, Vicky Vicky Fitzgerald Telegraph Media Group Limited