Description - We have "Last Note: Note Text" in-line on a report. We want to be able to edit that field in-line and have it post 'Updates' to the 'Updates' section of the reported task or issue without having to click into each task or issue individually. Think status update meetings.... Why is this feature important to you - Think status update meetings.... How quickly can we post updates to each task or issue while going around the room without having to click into each object individually? How would you like the feature to work - Have "Last Note: Note Text" be editable in-line of a report and post updates back to its corresponding object. Current Behaviour - That field cannot currently be edited in-line.
Right now I am having to lock all group statuses at the system level to allow them to appear on a teams agile board. We have 20+ task statuses in the system right now and growing. And they are not all relevant to all users (ie we do building construction and software custom development each with wildly different status progressions)
It is nice that you can set an approval workflow on tasks to prevent it from being completed without approval. It would be great if the same behavior were true when working with proofs. We should be able to set a task approval to be dependent on the Proof approval.
Right now, reports are sent to ALL recipients on the list, even if the information is not applicable to them. I think the ability to create reports, and send only to users who have information in the report should receive a copy of the report, and the report should only contain the information relevant to them. For example, I want to deliver a report of "Projects Not Updated >30 Days" which would tell project managers that they need to go in and update or close their project. However, I currently have over 100 PMs in the system,and there may only be 20 projects that meet this condition. I would want the report to only be delivered to the PMs who have a late project, and the report should show only their projects, and only the ones that are late. This would significantly reduce the number of emails going to people who do not meet this criteria. This is different from having a user log in and run a report -- it will be delivered to them using the send feature.
Currently, when trying to submit a form via REST, you receive a 1006 error code "Field '[X]' not found in form definition" if the field in the payload is not configured in the form. This behavior doesn't appear to be documented anywhere that I can tell other than the actual error message, but this seems like a huge missing feature in terms of establishing parity with other form submit methods such as the Forms 2.0 API which allows you to addHiddenFields with any valid field, regardless of if it is defined in the form or not. This front-end behavior is a huge advantage over other form libraries as it allows global form solutions to scale easily and would be a welcome addition to the REST behavior as well.
I'd love to have the ability to duplicate individual flow steps and smart list filters in a smart campaign. It would save time when building campaigns by eliminating the need to recreate repeat steps and filters.
Allow the Network Requests to be limited to a specific set. When testing we do not need to see all variables and events, I would like to either filter for the variables I am testing and have them only appear in the output.
It would be very helpful and time-saving if the sharing rules could be optionally copied when copying a report.
A client requester is pushing to got this implementation because they usually work with the Team on this tab, checking the campaigns and tasks assigned to each Team. She would like to know If WorkFront could be able to share in an excel the workload of each person so that the whole Team knows what they have to work. Please guys can support this request, so we can export the Resource Management in a more efficient way. 🙌
I'd like to see Workfront auto refresh the page periodically so we see updates, notifications, calculations, requests, issues, etc. automatically without having to refresh the page manually.
It would be great if when a user receives a notification or a project is updated that the web page will refresh automatically to show this change. Having to continually 'refresh' the web page throughout the day is a very manual task and seems to defeat the purpose of a 'notification'. I have been looking over a project as a document or task is updated, and because I navigate away with out refreshing, I may not receive this information until much later. It creates a FOMO environment, which we all need less of in our daily lives. The feature would need to suspend itself whenever a 'creative' action is being taken, for example; making a new project or request, adding comments, etc. I know e-mail updates are available, but for those of us who would like to save our inbox, Workfront automatically updating would be great.
Description - Requested By is the Entered By Name, the person who submits the request may not be the person that is making the request. This happens often when a project manager or admin gets emailed a request and submits on the requesters' behalf. Why is this feature important to you - The Primary Contact is the most relevant person aside from the assignments and necessary for communication. Having this information in the header will save 2 - 3 clicks on every issue and lessen confusion for users. How would you like the feature to work - The feature would work exactly as the "Requested By" header option Current Behaviour - Showing Requested By and reminding teams that if they see someone from the internal team or a Workfront admin they should navigate to overview to identify the Primary Contact
Description - A shared calendar for projects in flight, upcoming, etc. Why is this feature important to you - Rather than having several different calendars between marketing teams, it would be helpful to have one place for project management/ prioritizations/ launches etc. This is such a critical tool and needs to be easy to use and customizable. How would you like the feature to work - Shared Calendar - System Admin to control accessibility, likely have a way to prevent users from deleting anything but ability to add events, link to active projects. Ability to sync with outlook for time off. Ability for users to see day/ week / month/ yearly view. Current Behaviour - limited communication between marketing teams & users, several calendars in use, excel sheets, programs, etc., and none of these methods communicate. This creates confusion and occasionally duplication of work.
We would like to be able to set that as a default for all updates.
It would be great if the user could select the date format they want to see in ALL places a date is shown. Or at least consistency with how the date is displayed (see screenshot below of the document summary tab). Even on the Updates page, you'll hover or scroll over a date and it will change from an actual date to "X days (or hours) ago." When you're looking through the updates trying to compare dates, this is very frustrating.Ideally, this would be combined with this idea and allow the user to choose their preferred date format on their profile: https://one.workfront.com/s/idea/0870z000000PSHTAA4/detail
Add a secondary name field for nickname. We have lots of users who officially go by a name like "Michael" (so that's how they're entered into the system) but who casually go by "Mike." Can we have the ability to add both name options to enhance searchability?
I understand the improvements with viewing predecessor information with 22.4, however I'd really appreciate an improvement to HOW cross-project predecessors are created. My org would 100% use these more if they were easier for users to create. Just like the enhancements with creating calculated custom form fields that help you build calculations, I'd really love something like this for creating cross-project predecessors. Please vote!
Hi all, as everything in internet space move forward quite fast so we as well moved to Google Analytics 4 property. However as I quickly noticed in RTP product documentation, there is nothing about integration with latest version of Google Analytics 4. At this stage I'm not sure whether it is just lack of documentation or lack of functionality to integrate with latest version of GA4. If there won't be official announcement soon I will run test on my end but will be really nice to hear official answer on that. Best, Konrad
When filtering by Project category on a Task report, if there are multiple custom forms attached to the Project, only the first custom form (category) is considered during filtering. The recommendation from Workfront Support is to use Category:ID for the filter, but this only looks at custom forms attached to the task. There currently isn't a way to look at all custom forms at the Project level for a filter on a Task level report. We use custom forms heavily and would really like to have the option to include all project custom forms when filtering a Task report.
It would be nice to be able to have put a message at the top of the Request page to inform customers about outages or other important information. Right now, the only way to do a message is to have a Dashboard. The issue with this that WF remembers the last place a user was at. You can't make the message more visable or persistent. The customer may never click on the dashboard and could miss important information. Why is this feature important to you - This is important because we'd like to communicate information to Requestors about outages (like a WF instance Merge), customer help information, etc. How would you like the feature to work - I would like to be able to have a banner/header customizable on the Request page. Current Behaviour - Have to create dashboard with an external link and report. Also, WF remembers the last the user was, which may not have been the dashboard you just created.
Currently when a project is set to complete, the condition remains as it was when it closed . This is irrelevant to many people and in fact causes more confusion ("Why is this in Trouble, I thought it was finished!"). It would be great to have a specific condition called "COMPLETE" or "DEAD" when a project goes into one of these statuses. While we are at it, some companies have different names for the conditions. This can cause confusion when reporting from workfront. It would be great to allow custom conditions, just like statuses (or at least rename them).
We would like to be able to customize background colors and font sizes of the individual reports on dashboards to create differentiation when scrolling through larger dashboards. Currently everything looks exactly the same and there is little visual difference when scrolling.
Description - I would love to be able to drag and drop the order of the items I have favorited within the respective groupings - projects, reports, templates, dasboards, etc. Why is this feature important to you - I could keep the favorite items that I use most often at the top of the list sections How would you like the feature to work - I would like to be able to drag and drop the order of the items in my favorites within their respective groupings. Current Behaviour - currently whatever I favorite last goes to the top of the list for the section it resides in.
I think that Adobe needs to up their game in the report drill-down features of Workspace. Items that are missing and almost prevent a good workflow to me are: 1) ability to keep all rows in a report with a specific drilldown dimension/segment: there should be a feature to allow drill-down of every row item that appears on the report, automatically. Example: a report is broken down by day of the month and then by hour. The report is created on 15 October and the report date is set to "this month". As the days of the month go on, the report will add more days of the month, but the days of the month that were added after the report has been configured won't be broken-down by hour. This is a terrible limitation to me. 2) ability to set a specific drill-down configuration to all rows in a report. Example: a report is broken down by page and then by page url. My website has 100 pages and url variation of those pages don't go beyond 5 urls. Thus, I want to add a drill down dimension (page url) to each of the 100 pages listed in the report. I want all of the pages to be drill-down by the page url segment with 5 rows under each page url drill-down. I want this setup on all 100 pages, applied automatically to the 100 rows (including potential future rows as I add more pages to my website). Currently, I need to manually set up the amount of rows in a drilldown for each main roll. That's not practical. I know about table builder, but that's still limited. For example, I want all drill-down rows to be sorted in a certain way. How do I set that up for the 100 drill-downs automatically? Thank you.
I want the ability to delete the reports that come pre-loaded in the system. There are a lot of reports that are not relevant to users or admins, and having them in the system clutters it up. I want there to be an option to delete the stock reports like any other report. It honestly doesn't make sense why you can't delete them. The current behavior is that you cannot delete the stock reports.
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