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 6
July 25, 2019
There was a discussion post for a Dark Mode in Workfront. I didn't see anything in Idea Exchange for it and I personally would love to have dark mode in Workfront. https://experience.workfront.com/s/idea/0870z0000004VwsAAE/detail Mohini Sinha, CSM Project Coordinator Excelsior College
Level 6
August 1, 2019
I can't find a way to see all the templates that were attached to a project right now. The project details only shows the first template attached. This makes reporting on template use difficult and I don't which templates I can mark as inactive. Please vote for this idea! https://experience.workfront.com/s/idea/0870z000000PSC7AAO/detail Kirsten Heikkinen Trek Bicycle Corporation
Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
August 1, 2019
Hi Kristen, As a workaround, I'd offer the following (from memory) technique to report which Template(s) have been added to which Project(s): create a new Task report include the Task's Template Task's Template Name in the view switch the grouping to matrix mode group horizontally by Project Name, and Horizontally by Task's Template Task's Template Name show the Record Count (optionally; if useful and not too much data for WF) add a bar chart, stacked by Task's Template Task's Template Name (optional) add Filters or Prompts By leveraging each Task's knowledge from which Template Task (templateTaskID) it originated, and in turn, retrieving that Template Task's Template Name, the resulting report will effectively give you a cross reference grid, with "the numbers" confirming the desired Project to Template association...and, more specifically, "how many Tasks" per Project/Template exist. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads
Level 6
August 1, 2019
Hey Doug - this is great and works for most of our templates. However, we do have some templates that just contain queue topics. It'd just be nice if we could see all the templates that have been applied to a project without having to do some hacky reporting. Thanks for this suggestion! Kirsten Heikkinen Trek Bicycle Corporation
Level 3
August 2, 2019
Hi Everyone, Please upvote this idea to be able to set task Late threshold by day/24 hours instead of specific clock time. We don't work at such a granular level and based on different durations (full days vs. half or partial days) we can't control end date time easily. This idea refers to reports but it ultimately would apply to the task itself I think. If anyone has experience with this scenario and has advice that would be great too! Thanks in advance! https://experience.workfront.com/s/idea/0870z0000004Vv1AAE/detail Tina Huang Optum
Level 3
August 2, 2019
Hi Imi, Thanks for the reminder about this! I have asked our account manager and it sounds like this functionality will not be available until after initial New Experience launch. But it's good to know that it's coming! Tina Tina Huang Optum
Level 3
August 5, 2019
Hello All, Just wanted to post some ideas around proofing (proofing, lock stages, reporting) that we thought would be useful. Would apprecitate an up-vote. Project Filter Status on Proof Approval Report We would like to see a project status filter added to the Proof Approval reporting filters. We achieve a similar result by using the EXISTS statement but would like to see an actual filter added to the report for easier filtering for more users. External Users on Proof Approval Report As of right now, only those with Workfront licenses can be seen in the "Approver" column on the Proof Approval Report. We send proofs to external partners and would like to be able to track the status of the proof on a report. Therefore, we need the ability to see external users on the Proof Approval Reports. Locking Stages on Proofs Currently, a stage will lock when a decision has been made. We would like to see the stage lock when only a decision of "Approved" has been made. This will allow our designers/copywriters and reviewers to still make comments/resolve comments when a decision of "Changes Required" has been made since the stage won't lock. When the stage locks on any decision it takes away some of the collaboration that could be happening in Workfront within the proof. Thanks! Jessie Dantin Mercy Health
Level 4
August 7, 2019
Hi, May I ask for your votes for this one, we badly need some more filter options on the Kanban board, currently it's only by Team members, but we could potentially have by: Project (this is the most important right now for us) Assignment Priority Role Project condition https://experience.workfront.com/s/idea/0870z0000004W06AAE/detail Imre Imre Magyar VODAFONE Group
Level 4
August 20, 2019
Hello, Please vote for my suggestion to add approvals to the personal time off calendar . "https://vimeo.com/352816307/c9988ec54c" This update is a step in the right direction, but we really need approvals built into this before we can use it. Linnie Ciepielowski Esri
Level 4
August 21, 2019
Default values for report prompts would make life easier for many people who run reports. If you think it's a good idea, please consider up-voting: https://experience.workfront.com/s/idea/0870z0000004W4IAAU/detail Sean