Occasionally we have some timesheets go unapproved for a very long time due to movers, leavers, and general oversight. The goal is to reduce the timeframe in which employees can utilize the RECALL feature.The RECALL feature is of concern to our finance department as it allows employees to change time entries as long as the status is "Submitted". Could we have added (at system or ideally group level) the ability to do one of the following?1. Remove the Recall feature2. Deactivate Re-Call feature 2 Weeks from Timesheet date (or time scale decided)3. Auto approve submitted time 2 Weeks from Timesheet date (or time scale decided)
Today, when using the Bulk Lead Import endpoint with the REST API, users are given the option to declare a lookupField for deduplication matching. This allows for closer control over what versions of a record are updated--particularly if secondary forms of identification, like Marketo ID or Salesforce Lead ID, are used in lieu of email. However, this same functionality isn't available for the Bulk Import Program Member endpoint; you are instead reliant on email for matching. Would it be possible to get lookupField support added to this call? I'm particularly interested in Marketo ID but would appreciate any other non-email matching available. This is also particularly strange in light of the one-off call for syncing program member data actually requiring the Marketo ID instead.
Description - Provide the option to export project tasks list into an image fileWhy is this feature important to you - This would allow the quick download of the tasks in an image that can be placed in presentation decks without having live hyperlinks to tasks. Current state, our team does additional manual efforts to format these lists from a PDF export. How would you like the feature to work - Provide the option available to download a JPG file on the exports list options. If a PNG option could be added, that could also be helpful.Current Behaviour - Option does not exist; current options:
Description - Allow the ability to sort the list of projects in Timesheets by their program's name and not simply the projects' namesWhy is this feature important to you - It would be helpful for users on a wide array of projects to be able to "lump" all of the projects from one program together. Right now, our team assigns a program number which is used as the first part of all of a program's projects' names, most specifically so that we can lump said projects together within the timesheet.How would you like the feature to work - Give the user options to sort A-Z by program name or project nameCurrent Behaviour - Currently, the only option of sorting within a user's Timesheet is A-Z using the project name.
many times a request because of many reasons isn't converted right away so when it finally is, the planned start date and first task are in the past. This then requires an extra step of updating the date. I know it can be change at the conversion time but many times the users forgets.
Description - Prevent projects from being marked complete when there are pending proof decisions. Why is this feature important to you - As part of our clean up efforts we check to see if there are pending proof decisions on closed projects, often we have to go back to the team to see if the proof can be cancelled. How would you like the feature to work - When the last task is marked complete, check to see if there are pending proof decisions. If so the project cannot automatically close and a notification is sent to the person assigned to the last task with instructions to complete the proof and manually close the project. Current Behaviour - Currently there is no interaction between proof decisions and completing the project which results in pending proofs being left open on closed projects.
Description - Similar to when a document is approved and you receive an email/notification letting you know about the approval decision, we would like to see the same feature for project approval decisions.Why is this feature important to you - If a project is being submitted for approval, it's important for the person seeking the approval to have a clear understanding if their project has been approved or rejected. Conveying this by a status change is not necessarily clear if all the user is getting is an email saying the project has entered the status that was previously pending approval (or, if rejected, has entered another status) unless you are very detailed/specific about what the statuses mean and those statuses can easily equate to "approved" or "rejected".How would you like the feature to work - Similar to document approvals, where you get an email (if you opt in to emails for the event type) letting you know the project approval decision once it has been made.This would be in addition to current-state being notified that the status of your project changed if you continue to choose to have that turned on.Current Behaviour - No notification letting you know the decision has been made other than a status change if you have those emails turned on.
It would be really helpful to be able to add in the constraints of the form fields in form fill activity. I am trying to clear out a certain field on records if it is populated from a previous form fill but not from a new form fill and is therefore no longer relevant, and there is not a way to do that since the data value change does not always happen for this.
Our daily work requires the functionality to duplicate a proof in Workfront Proof in the same way as we were able to do in Proof HQ. It's a very important feature for our graphic designers to be able to duplicate the proof following our client's comments, so that they the client can't access our internal comments.
Description - The Gantt Chart option to view in Quarters is for calendar year quarters. Would like to be able to tell the system what our Fiscal Year quarters are and have that as an option in the Gantt Chart.Why is this feature important to you - The Quarterly view is useless to us, because it causes too much confusion to those viewing reports who are accustomed to fiscal year quarters rather than calendar year quarters.How would you like the feature to work - Add an option to view by Fiscal Year quarter or have the current "Quarter" option use a company's Fiscal Year quarters instead of defaulting to calendar quarters.Current Behaviour - The "Quarter" option in the "Fit All" dropdown on a Gantt Chart defaults to Calendar Year quarters. There is no option to view Gantt charts by Fiscal Year quarters.
System Admins can customize the project header to show 5 fields per layout template. A number of default fields (editable and non-editable) are drop-down options but Project Sponsor is not an option. The editable fields Project Owner, Status, Percent Complete, and Assignments can be added to the headers in layout templates but not Project Sponsor. For our company, Project Owner and Project Sponsor are both important project points of contacts for users since Project Owner equals the Project Manager and Project Sponsor equals the Client Services Contact on the project. I would like the Project Sponsor editable field to be a drop-down option to use for one of the 5 fields in the project header of layout templates.
Description - Our users would like the ability to add all their comments onto a proof rather than posting them individually to reduce multiple notifications.Why is this feature important to you - Our users have recently installed Workfront Teams App and all the comments come through as a proofing notification, and there is no way to change the settings for proofing notifications in the app. How would you like the feature to work - Ability to add multiple comments and mark-up before posting them, one notification goes out with all changes required plus the ability to change the Teams App notifications for proofingCurrent Behaviour - Comments have to be posted one-by-one in Proofing, which can generate a huge amount of notifications, although this can be reduced in email it does impact notifications that go through to the Teams App
Description - Since the production for fast release (24.2 - February 15, 2024) it is possible to customize which columns are available for users in specific new Home widgets using layout templates. This is also possible for custom fields. Unfortunately in the column title the field name, but not the label is displayed. Why is this feature important to you - As we are using an internal name for the field name to have better possibilities to distinguish between similar fields, this new feature is not usable for us.How would you like the feature to work - Use the label / display name for custom fields as column titleCurrent Behavior - field name is shown
Description - For widgets on the home screen it is possible to change the amount / number of shown items. Unfortunately this setting is not remembered and switches back to the default value when leaving and going back to the home screen.Why is this feature important to you - Because it's always an annoying click.How should it work - Save the setting to e.g. a cookiecurrent behaviour - setting is not saved / remembered
Description - many of my plan users would like to be able to see the task number when inside of a task. This could be in the Overview area or in the Header field of the task. It would be good if there was an option to turn on or off via a Layout template.Why is this feature important to you - when creating tasks for project schedules it can be difficult to know exactly where a task is located in the project plan when switching back and forth from the task description view and project view or even clicking on a task link from Home. This is especially troublesome because when going to the project's task view (project schedule) the page always loads to the top of the project schedule.How would you like the feature to work - I would like for there to be an option to turn this feature on and off in the Task Header field within the user Layout template.Current Behavior - cannot add task number to Task Header field from Layout template or anywhere in the Task Overview.
Currently, the only way to control the date that a task can start is to have an enforced predecessor that is not marked complete until the day before you'd like it to start. We'd like to have the option to prevent a task from being started until a certain date, regardless of predecessor status. This could be accomplished via task constraint or a separate setting.
Description -Why is this feature important to you - Customer would like to perform the bulk update of metadata related to documents. For eg Asset OwnerHow would you like the feature to work - There should option available in document based report to bulk edit the required fileds.Current Behavior - Project based report has edit option however document based report don't have that. Is there any roadmap to bring this feature in upcoming releases?
Description -Idea#1Why is this feature important to you - To prevent people logging time to a closed task or projects that are 100% complete and improve project data quality for resource management How would you like the feature to work -Create a functionality to prevent people from logging time to a closed task/100% complete task in Workfront.Create a functionality to prevent people from logging time to a complete project in Workfront.Create a functionality to prevent people from logging time to a unassigned tasks or project in Workfront.. Current Behaviour -resources can log time against closed task, projects and unassigned task Idea#2Why is this feature important to you - Improve project data quality and time management How would you like the feature to work Create a functionality to prevent people from assigning resources to a Parent task in Workfront.Create a functionality to auto-populate percentage complete for each task based on the time logged to the task. Once the planned hours for the task is finished the task should be 100% complete. Current Behaviour - Resources can be assigned to a parent task and percentage complete are manually entered which is time consuming for project managers If you more information, please let me know. Thanks,Mesh
It would be great if I were able to tag a user or team when adding a comment/update while approving a request in the new home page. At the moment, I have to click into the request to its updates page, and then I'm able to add the necessary tags. To smooth out the process, I'd love to be able to tag someone without needing to leave the home page. Screenshot below of the comment box I'm talking about. Right now I seem to only be able to put in plain text - if I type the "@" symbol, the usual list of users/teams does not appear.
Description - Since the launch of the new UX any archived activities are shown by default - we have a lot of archived activities often with similar names for different iterations that we keep for data or code retention. Would it be possible to ensure archived tests are hidden by default to make it simpler to see which are the recent/relevant activities?We can go in and filter out Archived tests, but this setting is not persistent and so becomes cumbersome having to do it each time I view a list of activities.
Description - Have the duration populate off of entered start/end date instead of putting a start date and then putting a duration for an end date when you have a specific end date.Why is this feature important to you - I have specific start and end date(s), in order to put the exact end date I need I end up having to guess the duration for it to populate in the system.How would you like the feature to work - I would like to put the start date in as 2/26/2024 and then put the end date as 3/1/2024 and the system automatically populate the duration of 5 days. This is a simple example where it's easy to know the duration between a Monday through Friday but when you are looking over the span of weeks/months having to populate the duration for it to have a specific end date I always have to guess the duration for the specific end date I need.Current Behaviour - you put in the start date and the duration and it populates an end date.
For those customers which use IP GeoIntelligence and the Digitial Envoy monthly feed, would it be possible to expand upon the dimensions available? Checking the Digitial Envoy website, there is a new indicator (for identifying if an ip address is residential or buisnes) available with their feed and this is something our marketing folks are very interested in. Also, would zip+4 be available versus just the 5 digit zip?
Description - Option to change the size at which things in project documents are viewed. Why is this feature important to you - I would like to be able to tell what an image looks like without having to click on it.How would you like the feature to work - Just like it does on Windows when you're in a folder with images and you click on "view" and have the options "small, medium, large, extra large."Current Behaviour - No options available that I am aware of.
When working with delegations it is very difficult to see what has been delegated to you in the new home experience, you have to know the name of the task/request that has been delegated to you to see it. This feature is important as it is used in the "current" home screen experience but has not be transferred over to the New home experience. As this feature is used by people who are going on annual leave and delegating work items over to other people they need a seamless view of the new work they have been given. It is not best practise to have to switch you home view just to see your delegated work items. In the My work, My tasks, My Requests widgets there should be a filter on there for "Delegated to me" & "Delegated by me" This would allow users to easily see these work items as they would in the "current" home experience. In the current behaviour there is no such filter in the New home experience, users have to switch back to the "current" home experience to easily see their delegated items.
Description - We are working on uploading or data transferof Adobe Analytics reports to Tableau. For this purpose we are using json response of the report in which the column headers ( i.e., visits, Page views etc.) and row field values ( eg., Page url's) are missing. Without these values and headers the report which we are getting from the json response is meaningless.Why is this feature important to you - For data uploadsHow would you like the feature to work - We are expecting all the fields and column headers to be present in the json response.Current Behaviour - missing Column headers and row field values
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