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

[CalvinFold]

"Shameless plug" discussion; I'm good with that. :) HR Admin vs. SysAdmin "https://support.workfront.com/hc/en-us/community/posts/360028785333-HR-Admin">https://support.workfront.com/hc/en-us/community/posts/360028785333-HR-Admin I'm told via a member of our Workfront implementation team that this has been a headache for more than just us, and that their development team is giving this (or something like it) serious consideration. The basic gist is that Workfront straddles a line between Project Management, Billing, and pre-Payroll. It does cost tracking of people, which immediately involves issues like individual user pay rates. This kind of information should not be available to the SysAdmin for privacy reasons (and at some level violates corporate security rules: the "need to know" rule). Conversely, anyone who can see this fiscal information likely has no business having access to all the other SysAdmin configuration stuff because they aren't the "techies." So really Workfront needs an "HR Admin" and then a way to lock-out the SysAdmin from fiscal information. It would mean *someone* probably has to be a master SysAdmin to see both, but they should be able to delegate another level of granularity just below themselves that causes the split between Workfront Admin and HR/Payroll Admin (for lack of a better term). This problem has left me in the awkward position of technically being the primary Workfront admin (on paper), but the HR-like role actually being assigned Administrator and me being assigned to a group called "Workfront Admin." To lock me out of the fiscal stuff means I'm also locked out of a whole bunch of preferences, layouts, etc. Thankfully my manager is still a SysAdmin and is allowed to see everything, but it also means she is stuck doing a long list of admin items that normally I would do as her Associate. Very messy and awkward. Worse, she may be forced to downgrade me before launch (and get stuck finishing-up things on her own) and will definitely have to downgrade me post-launch (and that period is bound to be full of changes). So please upvote if this is affecting you, it'd be appreciated. Kevin Quosig

[ImreMa]

Hi Everyone, Timesheets have a first column extremely wide and I found very cumbersome to overview a monthly view. Hence this suggestion: "https://support.workfront.com/hc/en-us/community/posts/360028975673-Make-work-name-column-responsive-and-pinnable">To make the Work name (Project, Task, Issue) pinnable and resizable Thanks in advance for considering it, Imi Imre Magyar VODAFONE Group

[AnthonyIm]

Hi, I believe this is already out there (so please share a link if you have it), but we'd like to build Agile/Kanban type reports for tasks or issues for groups of people. We don't need full Agile functionality (team, backlog, iterations, etc.), but just like the visual. We have a lot of people asking us to build integrations with Microsoft Planner, Monday, or Trello, and the main reason is just for this visual picture of the work. URL: https://support.workfront.com/hc/en-us/community/posts/360029035793--Agile-Groupings-For-Reports Anthony Imgrund FCB

[AileenTa]

Please upvote for admins to be able to change the user settings/views via a layout template. Because Time Off is hidden under the More tab its always forgotten by my team, individually moving it up is tedious and a waste of admins time. https://support.workfront.com/hc/en-us/community/posts/360028895194-Add-My-Settings-to-admin-layout-... Aileen Taylor Cell Signaling Technology

[ImreMa]

This can be changed in Layout templates, you don't need to do it 1 by 1. I hope it helps. Imi Imre Magyar VODAFONE Group

[AileenTa]

I submitted a ticket to Workfront and their response was to put it into the idea exchange. I want to change the individual's notifications and the tabs under their avatar. If you know how to move tabs in the layout templates please let me know and I can pass it on to Workfront support. Aileen Taylor Cell Signaling Technology

[Heather_Kulbacki]

Our designers would like to see a color separation tool in Workfront proof, similar to how it works under the Output Preview in Acrobat. Confirming brand colors before art gets released to the printer would be great to be able to do right in the proof without needing to open Acrobat separately. The shortcoming with on-screen proofing is that many on-screen blues look the same, but print very differently. It doesn't matter if you have a regular monitor or a high end proofing monitor, some colors that look the same on screen look different in print, so there's no way to catch these mistakes visually. Please upvote "https://support.workfront.com/hc/en-us/community/posts/360019413393-Add-Color-Tool-options-">https://support.workfront.com/hc/en-us/community/posts/360019413393-Add-Color-Tool-options-

[CalvinFold]

I want to promote: Autonumber Field (aka Serial Number Generation): >https://experience.workfront.com/s/idea/0870z000000PSAoAAO/detail Kinda surprised at Workfront's attitude of "well, we had it, but because some other customer didn't like it, we changed it...no tags back." So I upvoted and commented on the chance the attention will cause them to add the feature without taking another feature away as a result. Kevin Quosig

[ljanz]

I want this autonumber feature, too!! Maybe we need to create a new idea post to garner new attention? Leah Janz Metro Transit

[VickyFi]

Hi All, There is two ideas that I would like to promote. With the new feature coming of document updates being visible in the projects update stream, it would be great if we could see all task and document updates to be shown at the parent level. We use parent tasks as deliverables and some of the deliverables will have the same time names so can be confusing looking at all updates at the project level. Having all updates show at parent level would be a great way to see all comments made and documents added to any of its children tasks. https://experience.workfront.com/s/idea/0870z000000H0ZlAAK/detail https://experience.workfront.com/s/idea/0870z000000PSLkAAO/detail Vicky Fitzgerald Telegraph Media Group Limited

[LD_Sean]

If you'd find the ability of having project templates able to have hot-linked child templates (updating the child template updates it in all parent templates that contain it) useful, then please consider upvoting this idea: https://experience.workfront.com/s/idea/0870z000000H0ddAAC/detail Regards, Sean

[LD_Sean]

If you make reports with lots of custom data fields, then you might also find is useful to use HTML inside of a valueexpression property so you can style your view without an erroneous amount of columns all using sharecol=true . Please consider up-voting this idea: >https://experience.workfront.com/s/idea/0870z000000H0eRAAS/detail Sean

[AileenTa]

Remove "Work on It" button from new task notification email. https://experience.workfront.com/s/idea/0870z000000H0egAAC/detail Having a "Work on It" button in the email causes a lot of confusion from my users when tasks are not ready to start. If they do click the button before the task is ready it causes major project management issues for my project owners. Aileen Taylor Cell Signaling Technology

[MichelleJa]

I'm requesting for more upvotes for the idea: New Home: Allow project-level documents and updates to display in Home There are many fields at the project level that are allowed to be displayed, but we would like the ability to display documents and updates on the Home that pertain to the project the task belongs to. https://experience.workfront.com/s/idea/0870z000000PSlsAAG/detail We like the big working space but it's irrelevant for our users since we work at a project level, and I'm hoping there are more people who work similarly. Michelle Jackson Colony Brands, Inc.

[TinaHu1]

Hi! I didn't see this in the thread doing a Find. We would like the ability to upload documents via the Home right side panel for tasks. This will allow the task assignee to post a document when the task is not so involved that they need to go to the task landing page. Please let me know if there is another idea out there or if this function is already on the road map. Thanks! This is an older idea I found: https://experience.workfront.com/s/idea/0870z000000PSqQAAW/detail Tina Huang Optum

[ImreMa]

Hi Tina, My understanding is that the new Workfront Experience will allow that, so maybe there's no need to upvote anymore. :). We got it shown on LEAP. Imi Imre Magyar VODAFONE Group

[EricMa]

This one came up in another discussion today. Currently, auto-generated Workfront reports can only include the Detailed tab; in some cases (for example, reports being sent to executives), you'd rather send the Summary or Chart tab instead. Upvote the following idea for additional functionality regarding auto-generated Workfront reports: >https://experience.workfront.com/s/idea/0870z000000PSnyAAG/detail ~Eric Eric Manning Language Line Translation Solutions

[KatherineHa1]

Please upvote! Ability to Bulk Delete Topic Groups in Queue Setup. https://experience.workfront.com/s/idea/0870z000000H0haAAC/detail Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB

[MollieSh]

Hi all, we have recently implemented approval processes that are started from a request. In general the functionality works ok. But there are a number of improvements we would like to see happen and I'm hoping to generate some momentum in the idea exchange for these: A active approval process can be reset/ restarted by a change to the global approval process that it was generated from. This causes approvers to have to reapprove. And even if it is approved it causes confusion on the approvals page. Please upvote here: https://experience.workfront.com/s/idea/0870z000000H0ghAAC/detail Example 1: June 3: A number of approvals were completed and the approval had gone through stages 1 & 2, however, 2 approvals were still needed. June 14: I added a approver to stage 1 and modified stage 2- The system asked EVERYONE TO REAPPROVE Example 2: June 6th: Full approval path (Stages 1-3) was completed June 14: I modified the Global Approval path. The Approvals Tab now looks incomplete! Add a due date for approvers for each stage. This feature is available when using a proof approval process, but not a issue. project or task approval. https://experience.workfront.com/s/idea/0870z000000PSUbAAO/detail An alternative to having due dates for approvers is to have a request generate a document approval using Proof. I did not post this idea, but please upvote it: https://experience.workfront.com/s/idea/0870z000000PShaAAG/detail We would also like for a status to automatically change once the issue is approved- for example Approval Path = "Submitted" and Status after approved = "Complete". Please upvote this one for consideration https://experience.workfront.com/s/idea/0870z000000PSUyAAO/detail AND https://experience.workfront.com/s/idea/0870z000000PS9yAAG/detail Another option from changing the status post approval is to have a line after the status include "Approved", just like it says "Pending Approval" when the approval is in progress! Please upvote for this https://experience.workfront.com/s/idea/0870z000000H0hpAAC/detail Mollie Shatek Jones Lang LaSalle - Transformational PMO

[ljanz]

Someone who does not have a proofing license should be able to delegate their proof approvals while they are on vacation. Please vote on this idea so that it can be considered as an improvement! https://experience.workfront.com/s/idea/0870z000000PSumAAG/detail Leah Janz Metro Transit

[CalvinFold]

Promoting two related items... The first is on behalf of another user, Marie Kelly: Require Users to only create new Projects from a template https://experience.workfront.com/s/idea/0870z000000PSAfAAO/detail This one would disable the New Project options in the dropdowns and force users to a template. I found this one because it was similar to functionality that I wanted and is something I could use in lieu of my more specific need. The second one I'd like to promote is what I was actually after for our group: New Projects: Ability to Add Default Custom Forms https://experience.workfront.com/s/idea/0870z0000004VuNAAU/detail I really want to drive people to our templates, but there are a few edge cases that don't need specific templates beyond the fact that we have two custom forms that must be on all projects to capture key project-level metadata and some basic info required by our Finance department. So if I can't disable the generic New Project option and force some super-basic template, then at least the ability to change the default behavior of the New Project feature. Kevin Quosig