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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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Community Advisor
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

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Level 8
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

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Community Advisor
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

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Level 4
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-li... Thanks in advance, Olivia Olivia Harrison Telegraph Media Group Limited

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Level 4
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-statuse.... James Bender Jackson/JTS

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Level 7
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-Sta... 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

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Level 4
Hi All! I want to change the "Proof Generation Successful" icon. Our users want to be able to identify documents/versions that have a proof built on them but the existing green check-mark box icon has been causing some confusion. Its style is too closely associated with the proof status icons of SOCD so people confuse it with an actual proof status. It'd be nice if the icon was a little more unique. I've created an idea exchange ticket for this: "https://support.workfront.com/hc/en-us/community/posts/360025324773-Change-the-Proof-Generation-Successful-Icon" title="https://support.workfront.com/hc/en-us/community/posts/360025324773-Change-the-Proof-Generation-Successful-Icon"> https://support.workfront.com/hc/en-us/community/posts/360025324773-Change-the-Proof-Generation-Succ... Thanks! Satchell Mische-Richter Quality Bicycle Products

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Level 5
Please upvote this! In HOME work list sort but Planned Start Date. The work list can be sorted by Planned Completion but not START. The calendar shows the end date but not the START date or the duration. Completion date is no good if the task takes 4 weeks to complete and they don't pick it up until it's due! My team is not adopting Home until this is implemented. "https://support.workfront.com/hc/en-us/community/posts/360022062953-Home-Sort-by-Planned-Start-Date">Home: Sort by Planned Start Date https://support.workfront.com/hc/en-us/community/posts/360022062953-Home-Sort-by-Planned-Start-Date Aileen Taylor Cell Signaling Technology

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Level 2
Hi all... I'm still crossing my fingers that one day in the near-distant future, my idea comes to fruition... for the Global Nav Bar and top portion of the Project stay in place while scrolling down the list of tasks within the project. At the very least, the Global Nav Bar should always display at the top no matter where you're at within the instance. Please upvote this IDEA: "https://support.workfront.com/hc/en-us/community/posts/115007314408-Visibility-of-Global-Navigation-Bar-and-Project-Header-when-scrolling">Visibility of Global Navigation Bar and Project Header when scrolling Thanks in advance!!! Giselle Quintero Cross Country Home Services

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Level 6
Hey Everyone! We'd love for you to consider voting for this one: https://support.workfront.com/hc/en-us/community/posts/360025900074-3rd-Party-Notifications-Subscrip... We have no way for people to stay closely tied to approvals if they are not actual approvers in a stage. We have a lot of leaders that want notification on several approval paths we have.... but not by being an approver in it. We'd love to see the approval setup have a field to enter users for notification. Matt Marks Banner Engineering Corp.

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Level 9
Hi, all. A plug to upvote my idea. We often assign a task to several staffers (to divide up the work); however, only the "primary" assignee gets a notification from Workfront when the task assignment takes place. We'd like the option to notify all assignees, not just the primary (both choices should be available from the Notifications settings). Upvote here: https://support.workfront.com/hc/en-us/community/posts/360025831954-Add-option-to-notify-ALL-assigne... Thanks!! ~Eric Eric Manning Language Line Translation Solutions

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Level 4
Hi all Please up vote our idea to increase the amount of resource managers. We can only have 30 resource managers at the moment, and due to a large studio, we need more for greater visibility. Please up vote if you agree! https://support.workfront.com/hc/en-us/community/posts/360020923753-Increase-number-of-resource-mana... Thank you. Olivia Harrison Telegraph Media Group Limited

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Level 3
This is an excellent idea Tina! There really should be an idea curator / project/product manager working and kicking out weekly status on ideas! Tim Blausey Nationwide Mutual Insurance Company

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Level 6
Make Hyperlink Behavior Consistent Across All Parts of Application https://support.workfront.com/hc/en-us/community/posts/360026464954-Home-Make-hyperlink-behavior-con... Depending on the part of the application you're in, a hyperlink may open in a new tab or in the same tab, even if it's the same field. In this example, I demonstrate how a link in Home's fields section opens in a new tab, while the same link in other parts (Legacy My Work and the Object page). I used the [Description] field for my example, but this is applicable to the URL field and any other textfield that has a URL. My recommendation is to make the link behavior consistent for all areas of the application. (This is very small, I know, but it's nice for users to experience consistent behavior when they click a field) Vincent Goodwin The Capital Group Companies

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Level 3
Hi, I see this thread and have to assume that there is a better way to do this. Does anyone curate the ideas to try to group them together? It would be excellent if there was a weekly report that went out to everyone to show the status of ideas, what is gaining steam and ultimately try socialize them around to everyone. Tim Blausey Nationwide Mutual Insurance Company

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Level 7
"https://support.workfront.com/hc/en-us/community/posts/360003495794-Deleting-canned-WF-reports?page=1#community_comment_360004053374">https://support.workfront.com/hc/en-us/community/posts/360003495794-Deleting-canned-WF-reports?page=... Please upvote the above idea! Being able to delete the standard Workfront reports that come with the system would be great for us as we are trying to currently get our list of over 400 reports down to a manageable size and only want those left that are of use. Thank you! Vicky Fitzgerald Telegraph Media Group Limited

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Level 1

The recommendation is to add a data visualization tool called DASHBOARD (i.e., data analytics) to the Workfront tool. Please find attached an example of an actual dashboard. What currently (02/17/2019) exists in the Workfront tool is only a "REPORTING" capability where users might pull out a report or more and the system simply display these reports one by one, one under the other, in a sometimes long, long page. Users need to scroll down (around) to see all information, so it is not a dashboard. A dashboard includes the most important information required to achieve one or more objectives that has been consolidated, and fits, on a single computer screen so it can be monitored at a glance. Users should experience a design optimized for their desktop/laptops, tablet, or mobile phone. Importance of Dashboards: 1- Make reporting more efficient for decision makers; 2- Make reading easy (i.e., prevent never-ending pages of multiple reports); 3- Monitor several KPIs and metrics at once, and at a glance; 4- Present real-time information; 5- Provide powerful data analytics and modern interactive data visualizations. Recommended roadmap timeline: Q2 2019. Thank you. Christina Van Braz Scotiabank0690z000007ZhhkAAC.png

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Level 4
Is there an idea that has been submitted we can upvote. I share your opinions on the dashboard and would like to help get this enough votes to get on the roadmap. Jaclyn Reiter, PMP, SA Project Manager, Strategic Initiatives Equifax, Inc. St. Louis, MO 314-684-2693

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Level 5
https://support.workfront.com/hc/en-us/community/posts/360026607453-More-robust-team-assignment-noti... Our team has shared resources to complete a task and we only need one user to complete the task. We set up our team on the task, but we are coaching our team to have one member claim their task when they receive the summary notification that they are on the activity/project. This way the user that claimed the task can get pinged with an email notification when their step is actually ready to be worked on. Kiersten Kollins DSW Inc.