Our business has requested for ability to mark/post an update on project/task level as “Urgent”? As we move away from emails, we’re finding that certain messages get lost in the sea of notifications. Is there a way to mark a particular update as “Urgent” or “High Priority” ?
Currently we only have the ability to use following for searching in the Assignment object:I feel we are missing 2 other search parameters in this list:assignedToHomeTeamMMassignedToTeamsMMThis functionality would be extremely beneficial for creating reports. A use case would be:The logged in user needs to see all assignments to users who are on their home team. ORThe logged in user needs to see all assignments to users who are on any of their teams.
this may be an extension of an old idea, but with the recent release of Program Member Custom Fields, it would be nice to add these as filters on reports. Specifically Email Activity reports (if not all others). Filtering the smart list by member data returns the lead, thus invalidating the report if attempting to only filter by Member Fields. Example: I'm tagging a custom program member field "Is Customer" to see if, when the email was sent, that person was a customer or not. I'd like to pull a report of email activity where "Is Customer" is TRUE (and vice versa). However without a filter, I have to do it in the Smart List filter which pulls all emails sent to that person as long as the person was TRUE at any point, not point in time. Bonus: All Group By to read these fields as well; much like Segmentation does today.
We have multiple custom forms referencing the same field attached to the same object (Project) that require a different input based on the form the workers are completing. What we noticed while building the configuration out is that if the same field is attached to multiple forms added to a single object, the data entered in one form replicates across all forms. If we want to avoid that, Support recommended we create separate fields for each form, which is going to cause the creation of multiple duplicate fields with weird field names and have reporting downstream effects (what field do we add to the report?) I would think the field can be used across multiple forms without having the information entered in one request form being entered in ALL forms with the same fields. This is really a huge issue that Workfront will need to resolve so we don't have to create multiple fields with the same information to prevent the duplication of user-entered data across all of our collective forms sharing this field. Perfect example is a drop down with all our brand names that we use across the organization as this will mean that all forms having the brands drop down will have the same user-entered information - a nightmare for works in progress when brand names will keep switching as users fill out forms for various business units at the same time.
Everything is always slow to load. Navigating DW, updating requests, pivoting views, all seem to take 3-5 or more seconds to updateWhen changing report suites, it’s frustrating that the entire report set up gets reset and must be redoneBeing able to include custom metrics built off segments would be very helpful. This is a big oneNot being able to use more than one segment per extract creates a lot of challenges when trying to get precise extractsThe search functionality for previous reports is very clunky. It’s not easy to use and it’s very tedious to find older reports. Advanced searching functionality would make things easier
The personal Time Off calendar would benefit from built-in approvals. Marking Time Off on a user's personal calendar should send an approval notification to their manager. Requests that are pending approval could have a different icons/colors on the personal calendar for visual distinction. Ideally, pending Time Off requests would also show up in the User's Home area, similar to other pending requests.Use Case:Like any organization, we require management approval for Time Off. As such, our users have to submit Time Off requests through a request queue, which appear on calendars once approved. We also require them to document Time Off on their personal calendars as this impacts project timelines. Implementing the above suggestion would allow us to consolidate these two processes into one while retaining the necessary approvals. And, we would be able to use the new Time Off Calendar featured in the 2019.3 release (https://vimeo.com/352816307/c9988ec54c)
The ability to add your own custom color palette is a great addition to a workspace. I think it would be great to make the color palette shareable within an organization so it can be easily accessed and applied by other teammates.
Make Search Keywords, for Natural & Paid, native built in system variables (at least eVars) so that we can Classify them for Segmentation, Pathing, Fall Outs, Path Finder, etc.
Now that google has encryptet paid search keywords we get a lot of "not provided" in the paid keywords reports. Unfurtunately if you have linkedin your Adwords account with your Google Analytics account you still get the keyword data. For this we get a lot of push back from clients.Make it possible to add a Google Adwords account in the admin console so we get the same data in Analytics. I know that the Media Optimizer product allows for this but many are not ready to pay the price for this. Its a serious disadvantage for Analytics that will drive Google Analytics uptake, so please consider this asap.
From what I can tell, it seems like it is extremely rare for any suggestion to reach 45 votes. Perhaps we should lower the bar to a more achievable number of votes in order for a greater number of ideas to be assessed by the product team!!
At the moment, you can only have 30 resource managers. We need more as we have a large studio and many users need oversight of all projects - but have been advised that the limit is at 30 for speed/efficiency reasons. It would be great if we could have an increase in the number of resource managers we can have, without sacrificing the speed of the system.
Would love to be able to filter out fields while creating any report based on the group/sub-groups selected. We have many fields that are specific to a particular group and seeing all fields together might sometimes be confusing to the users.
Sending emails to recipients based on their time zone is a great new feature Marketo has delivered recently--and part of what makes it such a robust option is that it uses several fields and factors to calculate a recipient's time zone. That data would be incredibly useful if it was exposed to either the API or UI as a read-only field for calculating other actions on. Two that come to mind immediately would be smarter list segmentation and hooking into a technology integration (sending SMS messages at local times, rather than all at once.) Unfortunately, the system-calculated time zone is not available and thus users have to do their own time zone calculations today, making redundant work.
There is a Reviewing Proofs pdf that seems to be the go-to for Proof review/approval functionality training. There are a number of outdated links in the document, and it also shows viewing from Home, which an external user can't see. A concise (not 20pg) document which simply explains how to review static/motion etc. assets, comment and approve Proofs from an email link for an external user only is crucial. I have seen discussion on this, and it seems people have had to create their own documentation on this repeatedly, myself included. Thanks
Request that functionality be included in WF to enable users to include multiple views of data in a report. For example, I'd like to be able to have 2 Matrix Grouping tabs instead of just 1 on a report in order to make it easy to visualize data in multiple ways.
Great to have option for creating separate (customised) Issue / Tasks / Projects priority for Company / Group. Else have the facility to hide one of them for specific Company or Group.MvhKundan
Hi Experts, Client wants to personalize SFMC emails through Adobe Target. I have checked the help docs but didn't find the integration. I believe it is not introduced it. Please confirm.If no, do we have any other approach through which we can personalize SFMC emails using AT?
It would be helpful to get decision comments (i.e. when you make a decision and leave a comment - refer below) to appear in the update emails workfront sends out after a decision is made to proof owners. This will ensure convenience and ease for finding these comments.
We should to be able to run a report for the total number of submissions for each form for a given time period. If I could get really greedy, I would love to see the form name, and the number of total submissions *and* unique submissions for each form. But total submissions by each form name for a time frame would be incredibly valuable as a basic reporting/analytics report. The landing page report is useless unless your forms are all hosted on Marketo landing pages.
We need a way to export all views to something that can be made static and distributed, such as an XLSX or a PDF. This goes for Reports, but I also need an exportable document from Resourcing. The Legacy Resource Planner allowed you to export to XLS but current tools don't offer any export features. Please add!!
This was available in Legacy Planner. The Workload Balancer only shows summary of hours of the task for that time period but we don't equally distribute hours across the task (some days are heavier). Please update!!
I would like to be able to filter for residents in Washington D.C., however since this is a federal district, and not a city, it doesn't show up in the dropdown menu for GeoSegmentation City, which is making it hard for me to filter the way I want. Does anyone know a work-around for this? The filter I'm using for other cities is: GeoSegmentation City equals Milwaukeeand GeoSegmentation Region/States equals Wisconsin (United States)and Locale (CI 4) (prop4) equals Milwaukeeand Site Section equals WIIs there a way to do something like this for Washington D.C.?
To implement use cases as described here, it would be very useful to have the ability to set advanced settings on A4T success metrics.
Allow layout templates to determine where the user lands when in the Portfolio or Projects tabs. The Portfolio tab defaults to 'Portfolios I Own'. Would like to land on 'All Portfolios'.The Projects tab defaults to 'Projects I Own'. Would like to land on 'All Projects'. When in a Portfolio, it defaults to 'Active Projects'. Would like to land on 'All Projects'.
Farsi (Persian) Language Support As we start to do more business in the middle east it would be nice to have Farsi (Persian) language support for Forms 2.0
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