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I've been enjoying the new Intra-Linking feature in order to create a Table of Contents at the top of my (often very long) Workspaces. For example:What I'd love is a new Visualization that users can drag in from the left panel that is automatically filled with intra-links to all visualizations and auto-extracts the name of each visualization into the ToC. Even better, if we could uncheck any visualizations that don't need to be linked.
Description - Typeahead fields are essential for maintaining data relationships. Enable the current filtering functionality to also respect dynamic filters (like other parts of Workfront). Why is this feature important to you - Currently a typeahead field can only filter to a hard coded filter (ex: portfolioID=12345). The challenge with typeahead fields is that they can have tons of possible options - many of which may not be relevant to a given scenario. How would you like the feature to work - Enable dynamic filters (ex: portfolioID=DE:Custom Field) This would allow us to dynamically filter the results based on an attribute on the project - leading to cleaner data and easier experience for end users. Current Behavior - It returns erroneous results.
Description - Copy Project does not copy cross-project predecessors as one would expect when copying predecessors. To not copy cross-project predecessors mean manually having to re-associate tasks. That means having to manually compare projects, use the inefficient task selection dialog for predecessors (project/task filtering by name isn't good enough to actually find specific projects or tasks), and confirm that everything in the project is set up properly. Why is this feature important to you - Copy Project is incomplete if it does not copy all attributes of the source project. How would you like the feature to work - Copy Project must provide a way to copy all attributes including cross-project predecessors if it's going to be a full copy. Current Behaviour - Copy Project ignores cross-project predecessors
Description - Prompts reflect classic experience when typing in a name. Why is this feature important to you - Lacks consistency of entire platform and reduces confidence in user base. How would you like the feature to work - Display email address and job role like Updates and Assignments area. Current Behavior - Please view below:
Description - The Fallout visualization is more than just a pretty visualization, it also is my favorite way to create (complex) Sequential Segments. Next to the Flow viz, it is the most beginner-friendly way into more powerful segmentation techniques. To make the visualization more powerful and the Segment creation easier, I prose to offer more options when editing a step: Besides Eventual Path and Next Event/Hit, there are many more useful restrictions I can think of: Session based: Within the same Session In the next Session In a next Session After/Within X Sessions Time based: In the same month/week/day/hour On the next month/week/day/hour After/Within X month/week/day/hour Dimension based: On the same dimension item (like page) On the next dimension item After/Within X dimension items Event based: After/Within X events Distinct dimension based: After/Within the nth distinct dimension items
Currently within fallout reports users have two criteria options for evaluating paths: "eventual path" or "next hit".Given that segmentation capability exists for within hits, pageviews, visits, minutes, hours, and additional time periods, it reasons that more options could be made available. This idea is to enable support for any of those criteria within the fallout report. A specific example from our site: We'd like to be able to evaluate the flow directly from 'page a' > 'page b' > 'page c'. Our 'page b' is a search results page and users can view it many times sequentially. As a result using the 'next hit' criteria, even with a page name eVar (with visit expiration) is very different than the results for 'then within 1 pageview', regardless of which setting for 'repeat instances' is selected at the project level. For a more generic use case, this would allow folks to do page level fallout pathing more accurately, given many users will have link hits that can exist between pages.
Description - making the threads in the updates more clear for user Why is this feature important to you - the users get confuse on to how they are answering or how to answer making this more that once the updates or responses to the are not correctly received and making the ticket not meet SLA How would you like the feature to work - make it clear to what thread you are answering or updating maybe using bubbles to surround the updates even colours to see different discussions Current Behaviour - no clear threats is just a black page
Hi, Analytics Workspace Dropdown feature currently needs the specific values to be dragged on to the dropdown to show those filter in reporting. This may result in manual update to the dropdown values frequently when new dimension values are available in reporting. Request is to have an all values dropdown that can auto populate new and existing values with one drag and drop when initially creating the dropdown. This would have saved everyone's life a lot better. Please reachout if you need any additional details or questions. Thanks & RegardsAbraham
Description - It would be nice to be able to configure in Target UI the default setting for where audiences are saved when new audiences are created. Why is this feature important to you - The current default for audiences in 'Audience Library'. Unfortunately, the vast majority of audiences that our team creates usually should be saved in 'Activity-Only'. Because of the default selection, authors are often moving fast and not paying attention to where the audiences are saved. Allowing us to configure what the default setting is would help minimize a cluttered Audience Library. How would you like the feature to work - toggle setting somewhere in the admin that allowed us to choose the default location Current Behaviour - There is no configuration currently. The default setting for a new audience is always 'Audience Library'.
Description - It would be helpful to allow (with warning) the capability to delete Audience Library audiences even if they are referenced by old activities. Why is this feature important to you - After many years and many users, the audience library is cluttered with hundreds of audiences (that should have been saved as 'activity-only probably). These audiences are no longer valid, but are used in old, archived activities. In order to delete these old audiences, I have to also delete the activities that reference the audiences. This will be a tedious manual effort for cleanup. How would you like the feature to work - This could work the same way it is handled for AAM audiences. If an AAM audience that is referenced in an activity is deleted, the activity remains intact but displays a warning symbol that indicates the referenced audience is no longer available. This feature could even be limited to only working for activities that are archived, and could exclude activities that are live. Current Behaviour - Tedious process of opening every audiences and seeing each activity associated, clicking on each associated activity separately, copying activity name, pulling up activity in main UI and selecting to delete. Very tedious...
I'd like to be able to export the list of Marketo Sales Insights user with the Email Add-in from the admin panel. These can currently be viewed but there's no way to export that list of users.
When viewing a project's gantt, either from the task list page or via a report, it would be useful to see all milestone diamonds associated with child tasks "float" up onto the parent task's bar on the Gantt. In a task report, this would allow you to bring in only the parent task to the report but still be able to see the distribution of the nested milestones across the parent task's timeline.
We have really a lots of projects in Workfront. That's why it would be very useful if we could filter on active projects when moving tasks. The same with the search. We would really appreciate if not always completed projects would be listed first.
Workload balancer is not useful the way it does hours. Today, if you have a task assigned to a user that should start today and is worth 4 hours but the task gets delayed and doesn't start until 2 weeks from now, the task itself will show on Workload balancer but the 4 hours will be stuck back on the original date. This is even if using projected dates. This makes the workload balancer unusable to "balance work" as it will look like the user has 4 extra hours of capacity. If a task gets delayed, I would carry the 4 hours over to the projected date on Workload balancer so it has an accurate representation of a user's actual workload. Until this is fixed, I have no use for Workload balancer or Resource Planner. We should not have to edit the planned start date of the task if it falls behind. That is the purpose of the projected start date.
The Workload balancer is not very intuitive compared to other products available on the market. We really need additional functionality to bring this to par with Harvest, legacy 10K, even Paprika etc.Drag & Drop AssignmentThe resource manager should be able to drag a non-assigned work item onto an available resource.Drag & Slide to Update DurationThe resource manager should be able to adapt the duration of a work item to enable a booking. This is a very common behaviour and the project manager should receive a notification if the duration changes but standard practice.LevellingThe resource manager should be able to level the work without having to update the planned hours. Again, very common behaviour and the project manager should receive a notification if the planned hours change but standard practice.I see these as basic features and asking individuals to painfully collaborate or update work objects each time they need to make a minor adaptation is incredibly cumbersome. For large departments, the current solution does not offer the tools other software does to enable trafficking/resourcing of work.Hope this makes sense, happy to address questions.Best regards,Christian
Description - Add in a capability to allow there to be a way to display a running capacity line on the workload balancer for individuals. Why is this feature important to you - We need to be able to visually show through a quick graph where the hours are falling over daily, weekly, monthly, quarterly periods of time. Adding in the capacity line would make it easy to see where there are issues with a users workload against there set capacity number. How would you like the feature to work - Add a setting option that can be turned on or off on the balancer page. Add in a field on the user to be able to add in a capacity number that pulls into the balancer. If there are holidays or PTO, the capacity number and line does not display. Current Behaviour - Does not exist.
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