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

[keegan_oconnor]

I'm sure I'm not the only organization for whom web accessibility is important. All of Workfront's training videos lack captions currently, making them inaccessible to anyone who is hard of hearing. Adding captions isn't particularly expensive or time consuming, and this would also make it more convenient for people who don't want to listen to a video, and would simply prefer to watch it silently. Any votes would be much appreciated! https://experience.workfront.com/s/idea/0870z000000XhZiAAK/detail?language=en_US Keegan O'Connor Green River College

[KirstenHe]

Hi everyone, Please upvote my idea to make using an "OR" clause in filters easier! Custom Rule Logic More details: Suppose I'm creating a report and I want the following to be returned: Criteria A AND Criteria B OR Criteria A AND Criteria C OR Criteria A AND Criteria D Right now, I have to write a filter just like above - adding Criteria A into every clause. For some reports with many filters, this is very time consuming. We should have the ability to customize the logic between our filter clauses. For example, I should be able to specify: Criteria A AND (Criteria B OR Criteria C OR Criteria D) Thanks! Kirsten Heikkinen

[OliviaCh]

Hi everyone Please could you upvote our idea of being able to delegate approvals on the Workfront app? It would be super handy for all our users to be able to delegate approvals on the go when out of the office or in meetings, with no access to a laptop. https://experience.workfront.com/s/idea/0870z000000PSMAAA4/detail We'd also like to be able to 'like' comments on the app. https://experience.workfront.com/s/idea/0870z000000XhaqAAC/detail Thanks in advance for your support. Olivia Olivia Harrison Delivery Manager London

[CalvinFold]

We're getting frustrated by the idea that Tasks cannot be locked/frozen/etc. after completion and thus until the project is completed, users can keep logging time against the tasks (among other things). So this leaves the idea of a "completed" task at best vague, and at worst, a complete misnomer. It also leaves the Workers with far too much power over the PM. When I went to put in an Idea Exchange about this, I found no less than four variations on the idea. So I'm listing them all here to revive them: https://experience.workfront.com/s/idea/0870z000000PSZqAAO/detail https://experience.workfront.com/s/idea/0870z000000PSQUAA4/detail https://experience.workfront.com/s/idea/0870z000000PSDSAA4/detail https://experience.workfront.com/s/idea/0870z000000PSpdAAG/detail Maybe with these threads now published, they can get a little more traction? If someone can tell me if pinging old/closed/below threshold ideas is not useful (perhaps they are ignored?) then I can start a new one up. Kevin Quosig

[VicAl]

Upvoted with an exclamation point!!!

[CalvinFold]

Goodness I had to get long-winded on this one... Workfront Proof: Checkbox in-system to mark change as made https://experience.workfront.com/s/idea/0870z000000XhdQAAS/detail I hope I can get traction on this one, even though I realize it's a huge feature add... Kevin Quosig

[Heather_Kulbacki]

Please up-vote if you'd find this helpful. Thanks! Default Pinned Timesheet Objects to Top of Timesheet https://experience.workfront.com/s/idea/0870z000000XhduAAC/detail

[MattMc2]

Hi Janelle, I know this is not quite on point with regard to " Custom form data accessible from more screens within projects" but I came across this nugget in the community forum the other day and think it is really useful. Add the following text edit to your view/report and it will add a column that shows the attached custom forms that, when clicked, will open that form in a pop-up window for editing displayname=Click to Edit linkedname=direct namekey=category.name textmode=true tile.name=component.objectcategories valuefield=customFormsNames valueformat=HTML viewalias=category.name Ref. community post: "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=ebbf2ad1-fdfb-4b2c-aa5b-88fd93dd0972&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bmebbf2ad1-fdfb-4b2c-aa5b-88fd93dd0972" data-toggle="tooltip" data-placement="top" title="" data-original-title="Warning: This is an external link to community.workfront.com" Custom Form Pop-up Matt McCarthy

[Sheri_Whitten]

That is great, Matt! Thanks for posting, that was something I was looking for :-) Sheri Whitten

[Heather_Kulbacki]

Please up-vote if you'd find this helpful. Currently when you set a task to autocomplete the system only takes the planned completion date into consideration. Once that has passed the task completes, regardless of any predecessors. https://experience.workfront.com/s/idea/0870z000000PSWHAA4/detail

[AnthonyPernice]

Upvoted! I would also like to bring up an Idea from WAY back in 2017: auto-collapse completed parent tasks. Long task lists can be much more easily navigated if completed parents are collapsed by default. https://experience.workfront.com/s/idea/0870z000000PSa5AAG/detail Anthony Pernice

[KirstenHe]

Hi all! Please upvote this idea: Add Templates to Projects in Bulk By selecting multiple projects and clicking "Edit", we should have the option to add a project template to all the projects selected. Use case: we have many projects that all need one task added to them. Instead of adding the task to each project one by one, we want to create a template with the one task and attach this template to all projects in bulk. Kirsten Heikkinen

[AnthonyPernice]

Here's a new one I'd like to see implemented: auto-send reports to users in the report. I run a number of "exception" reports, looking for items that don't conform to company SOPs. I'd like to be able to have my report that looks for projects without a Sponsor sent automatically to the owners of those projects, for example. https://experience.workfront.com/s/idea/0870z000000XhmcAAC/detail Anthony Pernice

[EricMa]

Hi, Anthony. This is similar to an Idea I posted a couple of years ago: https://experience.workfront.com/s/idea/0870z000000PS92AAG/detail . Here's another version of the same thing: https://experience.workfront.com/s/idea/0870z000000PS7lAAG/detail . Both ideas are still below the threshold, so feel free to upvote! ~Eric Eric Manning

[ImreMa]

Hi All, I've made a little research in another topic and found that this is really a huge pain for many of us, so please have a look at and thumbs up if you like it. Edit Microsoft Documents in Proofing tool Have a beautiful day! Cheers, ImreMagyar VODAFONE Group

[SarahNau]

Hi All, Looking for help upvoting this idea: https://experience.workfront.com/s/idea/0870z000000PSkoAAG/detail - Show Number of Tasks Selected One of my group admins send me this and I found the above idea: I was just thinking that if you're selecting tasks to delete, etc., it would be nice to see how many you have selected to ensure you don't have something still checked that shouldn't be before you hit delete. I know after you hit delete the box pops up and tells you how many are selected but if you have selected multiple, by that time, I usually don't know how many I selected. Whereas, if I select the first task and it says two are selected, I would know that something else is checked somewhere in the project. Sarah Nau

[MatthewMa2]

Has anyone else struggled with "Personal Tasks" like we have? We lose a lot of project time to these tasks which should be attributed to specific projects, which are not able to be reported on by default. It's a training nightmare, especially with "Home" making it easier" I was surprised to see so few votes are on this given that it creates a lot of system problems for anyone using projects hours for anything specific. Please consider voting: https://experience.workfront.com/s/idea/0870z000000PSpmAAG/detail And consider suggesting that the function can be turned off, rather than just hidden! Matt Marks

[LD_Sean]

@Matt Marks - That actually is a fair amount of votes relative to the last two year's average. It's incredibly difficult get anything past the threshold anymore unless it's something new that collectively is a big annoyance to most users. If you take a look at all the ideas submitted in the last 18 months (that's about how I've been in the community), take out ones that have to do with issues stemming from a release update, you can probably count on one hand how many made it past the threshold. That said, this too is an issue that we have and I really wish I could disable personal tasks (It has my vote). Sean Sanders | London Drugs

[MatthewMa2]

That's a good point, so maybe there's a shred of hope to improve this! Matt Marks

[LeahPo]

This would be extremely helpful!! Leah Portz

[JamesHi2]

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