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We can auto-attach custom forms to Projects and Tasks, but not expenses.We have custom Invoice and Receipt data we want provided with each expense, but this requires the user to make the effort to add the form rather than the system automating it.
Description - To better guide users in choosing filters, a description helps. Currently, even an admin can't update the Description of the Default filter.Why is this feature important to you - Defaults can be useful in streamlining administrative load because that means I don't have to make something if it already exists and meets our needs. How would you like the feature to work - Show a description of the filter so users can better assess when to apply the Default filter.Current Behaviour - There is no description associated with the Default filter. The only way to learn what the Default filter is is to copy it so you have edit fields.
We have an approval process attached to some of our request queues so when the person working on an issue feels they have completed their work, they can set the status to Closed - Pending Approval and the primary contact for the issue is automatically sent a request to approve or reject, which in turn closes or reopens the issue. This saves manual comments back and forth checking whether the primary contact considers the issue ready to close or not. We find that some primary contacts do not respond quickly to the approval request and would like the ability to send a follow up notification (perhaps 24 hours later) to the primary contact about any outstanding approval processes they are assigned to.
Description - similar to Excel, user would be able to freeze the Task Name and Number columnsWhy is this feature important to you - for Task List Views with lots of columns that require horizontal scrolling, user would be able to maintain visibility into the Task Name/# while scrolling to the right. How would you like the feature to work - not sure/open to ideas. perhaps a "freeze column" button. Current Behaviour - user must toggle between multiple views to see the necessary columns.
It would be very helpful for reporting purposes to have the ability to define custom fiscal calendar dates in the Revenue Cycle Explorer since companies don't necessarily use the calendar year time frame for their fiscal year. I'm creating a dashboard for management and would like to include a report of leads generated by fiscal quarter. However, I am hesitant to present such a report as I am sure that reading a chart or graph with different quarters than they're used too will confuse them.
Description - When I have a project and need to attach another template, there is no option to add/remove forms from the template I am trying to attach.Why is this feature important to you - I need to fill out required fields on the form for the template I'm attaching. After the template is added, I have to go in and delete the form. How would you like the feature to work - Have an edit button when attaching a template to add remove forms like any other place found in workfront. Current Behaviour - Since there is a form on a template, if I want to add the template to an existing project, I am forced to fill out the form. Even if the form would not be applicable.
We need the ability to dictate the order of how proof reviewers/approvers appear in the list on a Proof. With some proofing groups added at a time on a Proof, oftentimes we need to remove a few people from within the group or change their role. Would like to see sort options to sort by proof role or by name (alpha order) for people to be able to easily find names to remove or roles to change.
Hello Everyone, We are facing deliverability issue in our client instance. We found that issues within outlook domain by using inbox placement analyse. There is a lot of outlook domains in database like @hotmail.com, @live.com, @msn.com. but we just wanted to know how many domains living in marketo database under Outlook domain. I already tried that condition in smart-list that email contains "@outlook.com" but it helps to filter out only the email list which has exact @outlook.com. but we need to pull out all outlook domains list. Thanks, Kavinila
If an uploaded PDF already has annotations tied to it, the desire is for the system to recognize those as comments and have them automatically added
This can help with checks by another pair of eyes to ensure you haven't selected the same email twice.
Description -Why is this feature important to you - We have various scenerio in our project to modify list variable data that has been collected erroneous. How would you like the feature to work - All Data Repair API functionality becomes available for List Variables.Current Behaviour - List Variables are not supported currently.
Description - we would like Workfront Calendars to be enhanced so they could display projects/issues/tasks for configurable timeframe Why is this feature important to you - It would give us view into larger time frame How would you like the feature to work - give capability to customize timeframeCurrent Behaviour - 'View' drop down has the only options - 'Month', 'Week', 'Gantt'
Description - The segments UI in AEP (RT-CDP) currently does not have a folder structure to manage the segments. For large customers, having folders and RBAC for the folders are important from RT-CDP use cases perspecive.Why is this feature important to you - Large customers create 10s of 100s of segments and folder taxonomy makes it easier to group by campaigns, geo, teams etc.How would you like the feature to work - There should be a folder view for the segments (like Audience Manager) and sub-folder structure to house the segments. It should also have RBAC for governance. Folders and sub-folders should be displayed in the search results to easily locate the placement of the segments.Current Behaviour - List and pagination based listing of all the segments created
We currently have 8 people who create projects via spreadsheet. This is important as they are creating anywhere from a small handful to multiple hundreds of Projects at a time. They each are responsible for a category of items that require Projects, so there's really no way at this time to consolidate to a couple users, as they are the keepers/managers of their own info.Unfortunately this requires all 8 of them to be full System Admin. So, these users have access to the whole backend and all the settings when they need a single access point - Kickstart import. I've built a PIN on their interfaces to take them directly to the Kickstart page, but it's still a bit nervy to have everything exposed where it could be accidently modified if someone got lost.Please fix. At least to a lower level Admin status that doesn't have access to the whole enchilada.
If you have ever had to delete a large number of files in Marketo, you know how cumbersome it is. I would like to see support for deleting files via REST API. We can delete more than a dozen other item types, so why not files?
We have the common problem of people adding comments/documents to Issues/Requests after it has already been converted. I've done all the workarounds - views where only the converted link is shown, reports with converted object and not request, etc. It would just make life easier for everyone if after a request is converted into either a task or project, that only admins have ability to edit the issue.
Description - When you receive a notification that you've been tagged in an update, clicking on the update takes you directly to that that specific comment, rather than taking you to to the top of the updates section.Why is this feature important to you - We are trying to increase adoption and user participation. The complaint that being dropped to the general updates section and having to scroll through a ton of irrelevant updates makes it difficult to keep communication in workfront is one we hear a lotHow would you like the feature to work - receive notification > "update" is hyperlinked in "xyz commented on an update you're tagged in" > click hyperlinked update > link takes you to that update's actual position on the page. OR the update becomes an object that you can click into, similar to a task or an issue. Current Behaviour - I see that I get a notification, I have to scroll through old threads and replies and sometimes still can't find the message
I wanted to suggest an improvement to the task planning functionality in Workfront to make it more efficient and user-friendly. While exploring other work management tools, I came across the latest updates in Wrike that impressed me. In particular, I noticed that Wrike offers MS Excel like functionality for tasks planning which should be incorporated in Workfront as well.Some of the functionalities that caught my attention are: 1. Copy and paste multiple cells 2. Drag fill option 3. Create custom column in a blink of an eye during the meetings 4. Hide/freeze columns 5. many more...Reference video for product managers and developers at Adobe: What's new in Wrike - April 2023I believe implementing similar features in Workfront would enhance project task planning experience and improve adoption rate. There is a reason why people love MS Excel and MS Project for planning.
Description – Allowing System Administrators to select the default number of planned hours for issues. Why is this feature important to you – Currently all issue planned hours default to the length of the duration. This impacts capacity planning for users, specifically those that have a blend of issue and task-based work. This creates false alarm capacity reports when filters include both issues and tasks. For example, if a user is assigned an issue with a duration of 3 business days, the user is automatically allocated 24 planned hours when the issue may only take an hour to complete (over the course of 3 business days). How would you like the feature to work – System Administrators can set the default planned hours per issue. Current Behavior – Reports and manual editing are used to monitor, identify, and change as many planned hour defaults as possible.
Within the queue details and queue topics, we need to be able to set a default of planned hours the same way we can set a default duration.Without having to do hand work after a request has been submitted, we cannot get the resourcing tab to be accurate because of the planned hours being automatically defaulted to the duration. The duration of some of our requests is 3-5 days, so you can imagine how even just one submission (and we have many each day) can completely throw off the resource planner.
It would be great if, when tagging someone, Workfront would search names regardless of character accents in names.
■前提Marketoフォーム付LPで獲得したリード情報の一覧（リスト）をセールス側へ定期的に連携する予定があります。※フォーム提出が発生するたび アラートを配信する形でなく、一覧（リスト）にまとめての連携となります。 なお、フォームには個人情報入力欄に加えてアンケートを設置しており、アンケート回答はプログラムメンバーカスタムフィールド（PMCF）に格納するようにしています。 セールス側への連携では リード情報＋アンケート回答の一覧表示が必要なため、情報取得する場（画面）としては 「プログラムのメンバータブ」を使うほかない認識です。（スマートリスト（SL）では PMCFを表示するよう ビューをカスタマイズできないため、SLでは 本ケースでの情報取得-連携に対応できないと理解しています。） ■アイデア/対応希望：プログラムのメンバータブに表示されるリード一覧を、SLのように配信登録可能にする 現状「プログラムのメンバータブ」の情報については配信登録（指定した宛先への定期配信）ができません。そのため、都度 プログラムのメンバータブを開いてはデータをエクスポートし、取得データをセールス側へ配信/連携する という作業が発生します。連携を自動化し、前述の手間および作業ミスのリスクを無くせるように、本アイデアの実現を希望いたします。 ※SLでは配信登録が可能なため 複数SLを配信登録して 定期的に情報取得していますが、非常に有用と感じております。 ぜひ、プログラムのメンバータブでも配信登録できるようにしていただきたいです。
Currently on live projects, you have the option to move to (move a task to another project), copy to (copy a task to another project) or duplicate (duplicate a task on the current project.When editing template tasks, the otions are move to and copy to. If you wish to duplicate a task, you effectively have to copy it to the current template.For consistency and ease of use, it would make sense for the options on template tasks to match the options on project tasks and thus have a duplicate option.
Most websites do not have consistent traffic levels throughout the week. I would like to see more than just Day, Week and Month options for setting Alerts. For example, If I could set Alerts based on Mondays only I could include very specific parameters in which to judge when I should be notified. Even an option for "Weekdays" would make Alerts somewhat usable for my company. As is, because traffic changes dramatically from weekends to weekdays Alerts are sent out when there isn't really an issue, just the normal day of week trend. Setting Alerts by Week often results in an Alert to an issue that is already several days old, which negates it's the value to me.
Would love to have the feature added to Workfront that would allow a user to copy a folder within a project.
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