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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
285 Replies

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Level 5
Hi All, I'd like to be able to fix minor mistakes on Complete projects without having the Actual Completion Date changed. This is how I imagine to be solved: https://experience.workfront.com/s/idea/0870z000000Xhz7AAC/detail Please vote if you like it, Imi ImreMagyar VODAFONE Group

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Level 10
Let's give this one some love: Gantt View - Export to Excel https://experience.workfront.com/s/idea/0870z000000PSk2AAG/detail Our planners were disappointed in the Gantt functionality and even moreso with the PDF exports of said charts (which even to me are..."odd"), so were even more disappointed they couldn't export to an Excel for manipulation there or move the data to something like Smartsheets. Kevin Quosig

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Level 10
Yeah - we finally gave up and an internal developer and I worked on this on our own. We were able to get it up and launched around Thanksgiving. It has been great. We combined it with our need to color code our unique "task types". We talk about it our Leap session if you are able to make it: Tuesday, April 28th at 2:30pm :) Anthony Imgrund FCB

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Level 6
This sounds great! I'm going to add this to my agenda now! Mollie Shatek

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Level 2
Work Item Report Enhancements - https://experience.workfront.com/s/idea/0870z000000XhifAAC/detail While the Work Items report does allow you to simultaneously report on both issues and tasks, the sorting and grouping is very limited as you can only sort/group by Issue XYZ or Task XYZ, not just XYZ. This goes for status, Planned Completion date, etc. Yvonne Miaoulis Sage

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Level 5
Hey Everyone, I would really appreciate any help with bumping these ideas up. Notifications when Task/Issue status changes ( https://experience.workfront.com/s/idea/0870z000000XhxBAAS/detail ) - This is super helpful for when the task is being managed by a Project Manager and other people are completing the task. Our teams have anywhere from 5 - 25 projects happening at the same time and right now, they have to manually go in and check the status (when they remember) or ask the person completing the task to tag them in an update and it would be super helpful for them to have the option to receive a notification when the status of a task changes. Multiple Teams on Single Task ( https://experience.workfront.com/s/idea/0870z000000PSV8AAO/detail ) * This one is not my idea and currently shows as Not Planned but this would be HUGE for us as well so I would appreciate any help voting on this to try and change the Workfront product team's mind. Thanks so much!! Erica Foisy Integrate

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Level 10
Hi Erica - while you are waiting for the notifications, I'd thought I'd share a report with you that has really helped my PMs when they need to monitor if things are getting done. It is a task report (grouped by project) that is filtered to show tasks on projects they own that are due this week or overdue. That way they can see everything for all 25 projects. I've also included the Assignments and Status column so they can 1) see if someone finished their part like I did in the first task so they know to go after Sally, and 2) see if the person has even clicked Work On It yet. So pretending my task wasn't a month late and is like due today, I would, as the PM, be very concerned that Sally is still in the Requested state as she has probably never even looked at the task yet. DEFINITELY need to follow up with her. In the second task, you see that my status is Working, so I've looked at the task and clicked the Working On It button so there is a good chance I'l be good for Friday, but, if I have time, I might follow up to make sure. I hope that helps. Like I said, a lot of our PMs love this report. It is actually the homepage for 13 of our 15 PM layout templates :) Anthony Imgrund FCB

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Level 10

Took me a few minutes to re-find this promotion thread...found it!

Here's one our project managers have been asking for and I found the idea already existed...

Auto-Save Custom Forms

https://one.workfront.com/s/idea/0870z000000PShdAAG/detail

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Level 10

After a few run-ins with the Fort Knox that is document approvals (used accidentally, mind you), I'd like to see this one gain some traction:

Project Owner Ability - Approval Override

https://one.workfront.com/s/idea/0870z000000XhtYAAS/detail

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Level 5

Hi All,

Can you please check and upvote this:

Filter cards on Teams' Kanban by Projects or Job Roles etc.

https://one.workfront.com/s/idea/0870z0000004W06AAE/detail

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Level 8

Hi all!

I want report groupings to be clickable as links, where applicable. For example, if I create a task report and group by project name, I should be able to click the project name in the grouping header to go to that project. As a workaround, we have to add a column for project name, which shows redundant information.

If you agree, please upvote this idea! https://one.workfront.com/s/idea/0870z000000XiDLAA0/detail?language=en_US

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Level 10

Here's one that snuck-up on us:

PHQ: Disable Attachments to Comments

https://one.workfront.com/s/idea/0870z000000XiJYAA0/detail

We didn't even know this was something PHQ could do, and it is really easy to miss when a reviewer has attached a document to their comment.

Doesn't fit our process, but we have a few reviewers who are of the sort of "it exists as a feature, why can't I?"

So, would like to be able to turn it off.

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Level 10

PHQ: Overdue Notification

https://one.workfront.com/s/idea/0870z000000XiJdAAK/detail

As it stands now, PHQ proofs that go overdue only notify the user once via the Daily Summary.

We want a mechanism that pesters them every day it's overdue.