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Under the 'Dashboard Actions' drop down, when selecting 'Print', it only gives you the option to print in portrait. This layout is unusable as the charts are often distorted. Similar to the 'Export' function for specific reports, you should have the option to print in portrait or landscape.
Please add back Primary Contact or Requester into the main Issue view i the new experience. It was so much easier to see the details such as Assignees, Planned Completion Date and Primary contact and reference number in the old experience. Now the primary contact and requester is buried in the issue details tab, and all of the other details, and all other details are very small and assignees are just icons instead of their names clearly visible. It would be amazing if we could have a window on the side like the one in classic interface that showed these details and could be collapsed.
It would be great if there was a quick button option that says "include everyone assigned to this task" or something which would auto-tag everyone on a task instead of manually typing everyone in. We have some tasks with a lot of people, which is a pain but also people miss stuff at times. I would be great if the same option was available at a project level too. Thanks, Tim
Workfront Ascent is being deprecated along with Classic, which is a major issue for customers that want to make Workfront trainings trackable.Learning Paths for NWE on Workfront One are not trackable.Ascent allowed for trackability of training assignments, but is being deprecated.Not enough room in current workaround section, so including details below:Created a project template for Learning Paths on Workfront One that are required for onboarding new users.Implementation Project Manager must manually assign Global Training, License Type Training, Proof Training, and sometimes Resource Management Training.Created new report to track training assignment project status.581 training assignments have been manually assigned to date, causing the Implementation Project Manager to check the report every morning and locate projects that have been completed to manually trigger the next training project in the series (ie. Global is completed, trigger License Type training). This is 5 hours/week that the PM could be spending on other work. Proposed solution: Add NWE trainings to Ascent and do not deprecate. This provides trackability of onboarding new users and removes workaround.System Admin to be overarching Manager of all users in Ascent to monitor training as required (alongside standard process of team manager having visibility).
Criteria for new reminder notifications is limiting. Current criteria only allows Incomplete Projects or All Projects.Project Template should be entered to criteria for project reminder notifications so that email templates (that may be specific to template process) can be applied to new reminder notifications. Current functionality only allows for very generic email templates that are assumed to be applicable to all projects, which is not always the case.
Currently, there are two big issues with how budgeted hours work (besides the lack of reporting).Resource budgeting tools in Workfront do not let you budget for a role when there's not an active user in itIf you budget for a role but the active user in the role changes roles later the system deletes those budgeted hours.Both of these are problems. In #1, most companies have a role that they probably need to budget for in properly planning a project BUT that role is in the process of being hired for. This removes the ability to plan until the hire is made. Not all companies may follow this same path so can we create an option within the resource pools that allows for roles that do not have an active user and that are not currently deactivated roles.In #2, the tool has a major design flaw. When budgeting for a role, there's something happening on the backend that apparently is tying this to a user. If the user who had that role gets deactivated for changes to a completely different job role, the budgeted hours that were entered are removed from the system. It doesn't matter if other users were created later and assigned that same job role. The system is currently removing those budgeted hours regardless. This makes no sense and seems to be a pretty big flaw that needs to be fixed. Example: On Monday, I have 1 user in "Role A" and I set 10 budgeted hours on "Role A" on a project. On Tuesday, I add another user and I also give them "Role A." I then remove the role from the first user (or deactivate the user). Budgeted hours get deleted. It didn't matter that I already have a 2nd user with "Role A."
Description -I'd like to personalize welcome email sent to users when they received access to specific product from the console.Why is this feature important to you -We want them to follow an internal e-learning training we created and so we want to inform them as soon as they receive the access.How would you like the feature to work -Keep the as is format and adding a section in the email template to be able to add text, images and url in it.Current Behaviour - Welcome email is sent with stand info without possible adaptation. We can also send e-mail to all users to notify them but this way is more one shot event without automation.
Hi! It would be helpful to have an option to change the time zone in a heatmap grid for reports within RCE, especially for those that are viewing internationally. Thank you.
When we run a LinkedIn campaign to promote an event using a LinkedIn Lead Gen Form, we would would like the data from the LinkedIn Lead Gen Form to automatically populate a Marketo form thus creating the registration on Go To Webinar. At the moment we are re keying this information which is not ideal.
Enable RCE (Revenue Explorer) to run in your instance's local timezone instead of the default value of CST (Central Standard Time). This has been particularly prevalent when putting together email activity heat map grids. If you are outside of CST timezone or an international Marketo user, your data is skewed by the number of hours outside this timezone you are. The impact of this bug is that you are then required to export data and manually tweak in excel in order to change the timezone to your local time zone. This means that you can't schedule automatic reports via Marketo subscriptions unless you manually customise the data export. When the rest of Marketo localises your timezone, it is frustrating that this one area does not utilise this functionality!
When creating a custom field, the "Instructions" are there to aid a user filling out a custom form. It's additional information for those who don't entirely understand the purpose of the field. When the field is a calculated one, the mouseover of "Instructions" on both the back- and frontends show the "Calculation" content. Why would it (need to) do that? It's not only confusing for the frontend user but it also weakens the sincerity of "Instructions" offered on other fields. BACKENDFRONTEND
The set up of the MSD native sync differs from the SFDC one in a few important ways. One of them is that you first execute your initial sync with the standard objects only and after that sync is done, you can configure the custom entities you want to sync. One really annoying consequence of this sequence is that there is no "initial sync" for the association of your leads/contacts/accounts with these custom entities. Only if there is a change to the custom entity for a person or account is that link set correctly. As this starts you off on an incomplete representation of your CRM database, it would be great if this could be fixed soon.
S-Controls should move out from the managed package for Marketo Sales Insight Per Salesforce article, S-Controls have been a deprecated feature since 2010 and replaced by Visualforce. Although it is still supported by Salesforce Developer Support on apps crated prior Feb 2010 (i.e. Marketo Sales Insight), Marketo should have a plan on addressing this issue. It shouldn't let the deprecated features tagged into the managed package and causes confusion. https://help.salesforce.com/s/articleView?id=000333432&type=1
On document reports, if the document has a proof we need to be able to add a column that shows any reviewers and/or approvers. Ideally for the active proof stage. This will let you build reports to quickly identify who reviewers and approvers are on your active documents/proofs.You can add an approver column to proof approval report, but since you can't filter proof approvals by project/portfolio/task that doesn't help.
For multi-stage proof approvals we are seeing an issue in the work list where the assignee's proof approvals are not showing on the correct date for the stage that they were assigned. This issue is causing staff to not respond at the appropriate times for the project proof reviews.
Create option to include custom form details in email notifications. It would make the notifications more useful and reduce number of clicks for users to understand the request. This is particularly useful for request queues.
Description - I need to be able to download and schedule workspace report in excel with formatted data... Currency, Numbers, PercentWhy is this feature important to you - My reports go directly to Owners of the company, the csv downloads with no formatting are ugly and disturbing. The pdf report that I sent to myself should be many pages long and it was only one page, the first pageHow would you like the feature to work - Download excel reports in readable formatsCurrent Behaviour - downloads as csv with lousy format - no formatting.
Description -We need a delete function to delete ideas no longer neededWhy is this feature important to you -We need a delete function to delete ideas no longer neededHow would you like the feature to work -We need a delete function to delete ideas no longer neededCurrent Behaviour -We need a delete function to delete ideas no longer needed
We use ProofHQ externally, sending links to proofs out to our clients in order for them to review, provide feedback, and approve. Many of our clients are heavy users, working on multiple proofs as part of a variety of different projects all at once. We would benefit from a ProofHQ dashboard that provides them with a link to all of the different proofs they are working on, along with the history of those proofs. This would minimize the number of times our clients reach out to our Project Managers to verify what they need to work on, asking them to re-send links, etc. It would obviously be wonderful if there was some sort of simple functionality that existed for a free user; however, we would also be open to this being part of a license level.
I need to be able to move multiple reports into folder and be able to organize reports shared with me or from other sections into folders as well.
It would be great if approved segments had the check icon next to them in Workspace to mark them as approved.
When selecting a date, a calendar pops up for the end user to select a specific date as needed. It would be great to have a TODAY button so when you have a calendar pop up with a random project date, you can do straight to today and select the appropriate date.We have lots of projects with dates in the past, so end users have to scroll months or even years to get to today's date.
We share forms across our company and some teams need custom fields. Some of these fields are very involved with lots of options. It would be nice to be able to "duplicate" a form field as a new field. Or even better, "duplicate" and entire form and duplicate all fields as new fields. That would save us SO much time!
When you edit a cell of a report in a dashboard, if you go to another webpage without pressing somewhere blank on the screen, the new words you wrote will not save. There should be a save button on dashboardds.
Users should be able to report on various aspects related to Update comments on various Object Reports: Number of Update comments posted an Object (Project, Task, Document, etc)Ability to Group the Report by Comment Submitter
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