Task name with Custom Data

[MikeHa1]

Is there a way to have a task name include project information (such as the Company name, project name, etc.) auto populate for each task ion the project? I know this is a feature in ProWorkflow but was wondering if it's an option in Workfront. Mike Haleas DMD Marketing Corp.

[VicAl]

Hi Mike, Unfortunately not in native Workfront. Unless you use the API or app like you mentioned. But the project name does show in a breadcrumb above the name of the Task when you have it open, if that helps.

[SkyeHa]

it's not autopopulation but what do you think about that new feature to automatically attach a custom form to each newly created task? If you had a task custom with this information and attached it to each template task and set up the template/project to attach it to additional tasks, would this work? -skye

[MikeHa1]

I was not aware of the feature to automatically attach a custom form to a newly created task. I thought each form had to be added manually. How could I set up that automation? Mike Haleas DMD Marketing Corp.

[TerryHy]

To jump in, Mike, check out this page on Workfront Help: >Attach Default Custom Forms and Approval Processes To Tasks . There is a quick demo video as well. Terry Hynd EBSCO Information Services

[MikeHa1]

This is wonderful information! Thank you @Terry Hynd Mike Haleas DMD Marketing Corp.