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

Level 2
February 8, 2019
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
Level 6
February 12, 2019
"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=1#community_comment_360004053374 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
February 18, 2019

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 Scotiabank

Level 4
February 18, 2019
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
KierstenKollins
Community Advisor
Community Advisor
February 20, 2019
https://support.workfront.com/hc/en-us/community/posts/360026607453-More-robust-team-assignment-notifications 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.
Level 4
February 22, 2019
I have a few users who would really love to have stamps in the proofing viewer: "https://support.workfront.com/hc/en-us/community/posts/360027648374-Stamps-in-the-proofing-viewer">https://support.workfront.com/hc/en-us/community/posts/360027648374-Stamps-in-the-proofing-viewer We have flyer proofs that contain 12-20 products, and some reviewer/approvers are only responsible for some of those products (not all of them), so they want to be able to stamp each product price and photo to indicate they've checked their accuracy (without having to have oodles of markup all tied to a single comment or have to create a multitude of comments). Sean
Level 6
March 5, 2019
Please upvote this idea! Users often forget to delegate their approvals before they leave the office and are currently unable to do so via the app. https://support.workfront.com/hc/en-us/community/posts/360010467054-Delegate-Approvals-from-the-Mobile-App Vicky Fitzgerald Telegraph Media Group Limited
Level 4
March 6, 2019
Hi Jaclyn, What about this one? https://support.workfront.com/hc/en-us/community/posts/360018915773-Ability-to-edit-an-update-on-a-task Typos, wrong fromatting cannot be edited/corrected, the only way is to delete that and do it again from scratch which is a bit annoying. Imre Imre Magyar VODAFONE Group
Level 4
March 6, 2019
Great Idea! Voted! Imre Magyar VODAFONE Group
Level 4
March 6, 2019
Hi, Please vote for this: "https://support.workfront.com/hc/en-us/community/posts/115000765134-Ability-to-Inline-edit-document-reports" Ability to Inline edit document reports We badly need this. :( Imre Magyar VODAFONE Group