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More and more organisations are working with self-managing teams. Each individual in this team needs to be able to allocate their planned hours to days in the upcoming week. Therefore, Workers need to be able to allocate their own planned hours either on the Workload Balancer, or on a project/task level.
Hello! Our social team uses Hootsuite for a variety of reasons that WF can't replicate (reporting, literally publishing to channels, etc.) but it causes redundant work. We have a social calendar in WF and have the publish task due date in our social projects as the date it's publishing via Hootsuite, but it's redundant work. But need to have in WF for visibility into how social is fitting in with our related projects. I'm seeking votes for a Hootsuite WF connector! I'd like a way where we can have tasks we choose (like our publish task) can integrate with Hootsuite, so we only need to 'schedule' in Hootsuite once, via WF and it update in Hootsuite.
I would love if this community had a mobile app. Would make it so easy to stay up to date on product discussions & questions vs. logging in each time. (I did search the Apple App Store and couldn’t find one - but if there IS one I missed send it my way!) (on a sidenote - when I try and login via my phone browser it always blocks “sign in” and instead prompts me to create an account - so the only fix I’ve found is logging into a Marketo instance on my phone first, then going to community home … not sure if this is something anyone else has come across.)
The inline issue settings that allows for + Adding More Issues at the bottom on the Issues list to become visible or not behaves different when a project gets created from a template Vs when a template gets attached to a project.When a project is made using a template, the system will use any setting in the saved in the template. That includes anything that a template can hold, from the name to the tasks, to the inline issue setting. If a project is created from scratch, it will use a set of default list of settings instead. Once a project is created, a template can be added to that project, but it will only add to areas that can hold more - additional tasks, assignments, hours, and so on. It will not change anything that is already in place, like the project name or the inline issues setting. There is not currently a way to toggle the inline issue creation in the defaults for projects
As an Admin, from Users Tab, we can sort & export the users' list, but generally this list gets bigger and bigger which takes more time to search for a specific user. It will be great to have a "Quick Find" box, similar to the one that already exists to search in a List or Smart List
I've recently discovered when using calcualted data expressions, such as WORKMINUTESDIFF, in text mode reporting or in calculated fields, the calculation references the instance's default schedule rather than the schedule associated with the project you're reporting on (or the project that the task/issue you're report on is in).Example:This formula in a calculated field was using the default scheduleWORKMINUTESDIFF(Project.Converted Issue Entry Date,Actual Completion Date)In order to account for the time zone and holidays of a project for one of our EU teams, I have to include the schedule ID as part of the formula in this way:WORKMINUTESDIFF(Project.Converted Issue Entry Date,Actual Completion Date,"61858bd400325ef77ff7f86977d0b5ae")
Currently, there is no detail view for billing record custom forms. It is only available in edit mode. This has some blocking results:If the billing record is set to "Billed" there is no way to see the custom form/fieldsIt is not possible to give users a "View" permission on sections of the custom field
We use PMCFs extensively - primarily for capturing utm parameters at the program level. Unfortunately, we're limited as to how we can use these values. It would be ideal if PMCFs could be included as filters/triggers in smart lists; and could be synced to RCE to use in the program membership reports.
Several of our key stakeholders want detailed smart list subscriptions for reporting (ie. exactly who clicked on which link in an email) - it would be great if we could give them a user role where they could access analytics & marketing activities, but within marketing activities ONLY be able to create a smart list & then create a list subscription for the smart list. This would save our MOPs team so much time in daily "reporting" - especially for emails with 6-8 tracked links. They could then produce their own reporting vs. requesting from MOPs each time.
When working in a project timeline, if we open the task to edit its information, once complete it brings you back to the beginning of the timeline. This can get very time-consuming when working in projects with long-list of tasks. It causes us to then search for the task we were working on in the timeline in order to continue. When updating a timeline that requires many changes this is a huge nuisance. If you inline edit a task or open it but make no changes it will leave you right at the location you were working. It doesn't make sense that it would behave differently if you do make a change. Engineering is saying this is the intended behavior. I am not sure in what instance a user would want to be brought back to the beginning of the timeline if they are working on edits in a later section.I'm requesting that the same logic be added to return you to the location of the task you opened, after making an update.
Today, if you wanted to see what Smart Campaigns are idle or inactive via API, you would need to query activities for the Smart Campaign being referenced and work backwards. This makes ongoing performance maintenance for the good of the platform onerous. By comparison, if one could pull something like the last timestamp someone ran through a trigger campaign or the last time a batch campaign processed more than 0 records, finding what Smart Campaigns need to be deactivated/flagged for review/etc. becomes more straightforward. Often the 6 months inactivity notification is insufficient for larger instances, and more proactive checking via API would alleviate problems for those more complex instances.
Today you can set a custom recommendation key (profile param) for existing algoritms like "people who bought this, also bought that". The recommendation key can only hold 1 value (1 entity id = 1 product id). For use cases where more than 1 entity id should serve as recommendation key this is a short coming. For example: wish lists. If a user has created a wish list on an e-commerce website, it would be great to create recommendations based on the content of the entire list (just like with the content of the entire cart).
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