Build better products with our product team
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.
Description - In Reporting tool when clicking on "Show Filters", the system displays Group ID numbers assigned to each Group (eg. Filtered By: Group ID in 6329ecc1002d900350211fbb4b19f821). Enhance system to display the actual Group Names instead of Group ID# in the "Show Filters" click? Why is this feature important to you - Displaying random Group ID #s assigned is confusing and of no value to end users How would you like the feature to work - Show actual Group Name vs Group ID in "Show Filters" click Current Behaviour - the system displays Group ID numbers assigned to each Group (eg. Filtered By: Group ID in 6329ecc1002d900350211fbb4b19f821).
Description - This is a function I've seen on Click Up, where you can distinguish between task assignments and task watchers. The watchers would be on there for visibility to upcoming dates, monitor their employee's work, or to monitor progress in case their support is needed. Why is this feature important to you - We often have multiple assignees on a task for milestones, especially in the case of review meetings, or final approval tasks. As we all know, having multiple assignments on tasks does not function well in Workfront, but creating a bunch of duplicate tasks isn't a great solve either. Distinguishing between assignment types would allow us to clearly identify who is responsible for a task, and who needs to be informed. How would you like the feature to work - in task assignments, select if assignments are responsible or watcher/informed. I think it would make most sense to default to a regular assignment but have the ability to edit in the advanced assignments function. Ideally people would get upcoming task notifications but not late task notifications. I would want them to be able to filter or group a worklist or report by task assignment type. Watcher/informed tasks would not count in the user's planned hours. Current Behaviour - all task assignments treated the same, planned hours split evenly between all assignees.
Description - When creating a new project, we would like the time of the start date to default to a specific time (in our case 9am)Why is this feature important to you - We receive numerous support queries from users who are struggling with resource scheduling. We cover the setting of new projects to 9am in training for all new users, but it's something that is seems to be easily forgotten and then time is spent helping them.How would you like the feature to work - To have a setting available at flexible levels (user / department / instance) where we can chose the default start time when creating new projects.Current Behaviour - If the user is creating a new project at 3pm, the start time of the first date specified will also be 3pm. Then when trying to allocate resources across days for tasks it won't do it evenly as the first day may only have a couple of times and the following days will be full.
We would like the option to make the Workload Balancer week to either carry on from where you left or to default view to the current week.Why is this feature important to you - this would save some frustration and time for those users where the current setting is to carry on from where it left off. It would then be flexible depending on users preferenceHow would you like the feature to work - Have a switch in settings that states "navigate to current week in start up"Current Behaviour - It default opens to the last viewed day(s)/week(s).
I work in EMEA covering number of time zones from London to India.When creating dynamic email content based on language segmentation and or Sub-regions is it possible to stagger the send times based on recipients time zone?For example the email goes to all at 10am local time based on their time zone?London GMT 10am | Berlin +1 | Dubai +3 hours | India +5
It would be helpful if we could see the total number of Marketo User licenses we have in our instance of Marketo. We started with a certain number of licenses and have added licenses a couple of times since then. It would be helpful if we could see the current number of licenses at any time and did not have to refer back to multiple contracts for this or keep track of it.
Be able to create tasks for existing lead owners for lead using token in lead owner field.
I have seen a few questions on the discussion forum and have been wondering about it myself. When you set up a wait step with a duration you can set the "must end on" for a specific moment. Using this duration often has the purpose to make sure an email is sent within business hours. Setting the must end on to the beginning of business hours (e.g. Mon-Fri at 7AM) means every email in that flow will be sent at 7AM, but that is not always what you want. It would be great if you could specify to "wait one hour and the wait step must end between Mon-Fri 7AM-5PM".
Description -The Home Work List Planned Completion Date field should be able to include the time.Similar to how you can select this in a task under advanced opitions, field format.Why is this feature important to you -This is important because assignees use the Work List as a hot sheet and to priortize when tasks are due.Having the time a task is Planned Completion Date is important for planning. How would you like the feature to work -Similar to how it works with a task in the schedule. Shows the Planned Completion Date with the Time.Current Behaviour -Only shows the Planned Completion Date.
The settings for Conditional Formatting don't allow for what I want: a simple two-color scheme - positive all green, negative all red.Even turning off the auto-generate and putting 0 for the midpoint, AA still calculates ranges based on values. Here, the highest value, 6,443 is so far above the others that it assigns it green, but then plus 36 and minus 36 have the same color because they're relatively closer. Setting the max, mid, and min values to +1, 0, and -1 gets closer to what I want, but still shows plus 6 and minus 4 values as the same color. This is trivially easy to do in Excel....
Description - We are always in need of seeing the List View in Documents to determine when assets have moved from WF to AEM and understand errors if they happen. This We have a default view set up to do this, but are in need of defaulting from the Standard View to the List View.Why is this feature important to you - The creative team has enough to do, that it would be helpful, since all other views are able to be set to a default, to also set the list view in documents as a default. This is where all of the information for the document and status for move to AEM lie. Having to switch this every time they need to import final assets is a pain.How would you like the feature to work - WF admin sets list view as default view in layout templates - OR - the list view is set by the user and remains.Current Behaviour - standard view is always the default in documents no matter if the user changes and must be toggled back to list view each time
Description -Why is this feature important to you - This would be a big time saving feature when multiple lines of text need to be removed from a proof - such as in contract reviews. this would also improve turnaround time How would you like the feature to work -Have a full proof edit option when a reviewer could mark multiple lines of text for deletion (redline). Be able to use the search feature in a proof to locate and mark for deletion the search for word(s) or final all and indicate a replacement in a single comment fieldCurrent Behaviour - Each time the delete text (strikethough) feature is used - a new comment must be created. This is extremely time-consuming, causing some reviewers to not use proof - but download and redline the document instead. The defeats the intent of using proof
Description - Would love to be able to copy + paste assignees from one task to another without having to copy the entire taskWhy is this feature important to you - that would function like every other copy/paste function used elsewhere (CTRL+P, CTRL+V)How would you like the feature to work - see aboveCurrent Behaviour - must copy an entire task instead of only assignees.
Does any other organization using WorkFront have users working in different time zones? Do you use the Time off Feature to block users' calendars for days they are not working?We ran into an issue recently where, if we add an "All Day" day off event to a user's profile from the east coast of US, and that user then views his time off on the west coast, the days it displays as time off "All Day" events are different than what is seen on the east coast. See attached screenshots. Basically if we set 4/27 as an "All Day" day off from the east coast, it shows as a 2-day "All Day" day off from 4/26-4/27. The opposite is true also: If we set 4/27 as a day off from the west coast, and view it from a PC on the east coast, it shows 2-day "all day" off from 4/27-4/28. This causes all sorts of issues on our planning side as we have resources in many different timezones.I contacted workfront tech support as a consistent view of our team's availability is critical for planning our project deliveries. I was told by the support team that this is a new feature and needs to be requested in the Ideas Exchange. East coast view when we set the time offSame calendar as viewed from a PC on the west coast.
Description - Options on what happens with the decision for those approvers that do not make one before the stage is locked. Why is this feature important to you -We have multiple approvers on our proofs that should be making a decision on the proof within their stage by a certain deadline. However, if the deadline is not met we need the proof to continue on through its remaining stages. The issue is the proof will continue to show on these users work list with no way to clear it because their stage is now locked and limiting their options to only view it that time. So the item remains in their work list until they are removed from the proof, make a decision (proof would need to be unlocked to do so or someone with the proper permissions would need to do it for them) or the proof is archived. None of these option provide a great user experience for the Approver nor for the Proof owner or Admin having to make the edits to clear the items.How would you like the feature to work -My idea would be to have options around what locking a stage in a proof does for the remaining decision makers. Options could be:1. Operates as it does today.2. (Preferred) Continues to show the users interaction within the proof with SOCD but marks the decision as "No response" if one is not made before the stage is locked and removes the item from the Work List. This gives the option to go back and unlock the proof if needed and allow for a decision.3. Operate similar to how "Only one decision required" option does. Once the proof is locked mark all non respondents decisions as "Not Relevant" so it will remove the item from the Work List. The issue here is if the proof is unlocked for any reason their decision will have been set to "Not Relevant" so it would show as a decision made and not show back up on a work list.Current Behaviour -Currently when a stage is locked, whether it is done manually or automatically via deadline, those approver users remaining that did not make a decision before the stage was locked continues to have the item show in the work list. With the proof locked and in another stage the user is no longer able to action on the proof, therefore they are not able to clear the item from their work list.
Description - When using the Workload balancer it would be nice if when using the bulk assignments options it would dynamically change the filter on the assigned work section to the users matching the role selected on the role assignments options.Why is this feature important to you - It would save time having to switch filters based on different roles/teams.How would you like the feature to work - Selecting a specific role assignment would then only show workers associated with that role by default. If someone needed to do the task not associated with the role is needed, there could be an option to turn it off to see all or to use traditional filtersCurrent Behaviour - Selecting the role does nothing to filter and show users with that role association.
For picklists with a large number of values (e.g. Country) in Marketo Forms, it can be time-consuming for someone to scroll and select the most appropriate value, whereas having a searchable picklist means that someone can narrow down the most relevant value to them up to 4x as quickly. This has a material effect on someone's likelihood to convert.
Quick idea here! I think it would be helpful to be able to see the fields that are in use in a form as well as what is set for "Follow Up With" in the Overview of the form (without having to create a draft). I mocked up what I was thinking these could look like using MS paint (so bear with me)! They could either fall under the Summary section or an entirely new section/tab could be created for them. Image 1: Stay on page optionImage 2: External URL optionImage 3: Landing page option To start, just have the field names would be great. A nice addition would be the ability to see if a field is required and what the field type is (image 4).
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
