Description -It would be beneficial when converting an issue/request from a request queue to be able to adjust the start date right away along with the duration. Why is this feature important to you - Our maintenance queue takes in 200-300 requests per month and one project manager (me) is assigned to make sure that work moves along in a timely manner. The resource pool contains 10-15 people to draw from so we can't assign the request out. The start date is tied to the start date of the project which will always need to be manually edited unless it happens to come in on the first day of the project. How would you like the feature to work - When converting the request queue item to a task, bringing up the date range boxes as fillable would be beneficial. At the end of our project period, the potential to make an error assigning to the wrong month is higher because the date defaults to the start of the active project. The only way I've figured out how to edit is to go back into the project and edit those fields in the Task list. It doesn't make sense the date would default to the start of the project because unless it is the same day, it will always be past. Current Behaviour - We created a quarterly Maintenance Project to keep track of all the maintenance items for our web properties each month. Many are one hit, simple tasks that take a resource 15 min-30 min to complete. To spin every one of these into projects would take longer to set up the new project than it would to complete the task and would create hundreds of 1-2 line projects every month. I have been converting the requests to tasks within a Quarterly project (Maintenance Queue 6/1-9/30 for example) to manage the duration/planned hours, resourcing capacity for this type of work, be able to make notes on the items and have the resource pool know these items can work with me as the PM if they run into scope creep or issues with the stakeholder. It doesn't seem like I am able to assign the issue/request to someone without losing visibility to overall status of all the requests After I convert to task within the project, I do not have the option to update the dates until I save. At that time, I go back into the project, find the task I just converted and make the necessary adjustments. I have all of the information when I convert the task so it would be nice to input it then instead of the extra steps to get it into the project first.
I would like to be able to retrieve the custom form values (parameterValues), given a custom form section (categoryParameter) name or ID. Currently, the API allows for Custom Form Names to be retrieved from a given Custom Form using the following api call:/proj/[projectID]/search?fields=objectCategories:category:categoryParameters:parameterGroup There is also an, unsupported, api call that allows for a "data dump" of all values in a given custom form, using the following api call:/proj/[projectID]/search?fields=*,parameterValues I would think that the "parameterValues" object would need to be added to the "parameterGroup" object.{ "data": { "ID": "", "name": "", "objCode": "PROJ", "objectCategories": [ { "ID": "", "objCode": "OBJCAT", "category": { "ID": "", "name": "", "objCode": "CTGY", "categoryParameters": [ { "objCode": "CTGYPA", "parameterGroup": { "ID": "", "name": "", "objCode": "PGRP", "parameterValues":{ "[customFormName]":"[value]" } } } } } ] } }If that isn't possible, maybe a simple GET call to get the "parameterValues" by a "parameterGroup" Name or ID. This is important to our business because we use custom forms to integrate many systems. At times, these custom forms are very large and have many sections within them. We would like the ability to separate logic base on values from a given section with a custom form in order to keep scenario blueprints to a manage, maintainable size. Currently we are unable to separate logic in a scenario, based on custom form sections, within large custom forms bases on values from a given section with a custom form.
Description - When you are in reporting it gives you the option to display currency or number fields with a $1,234.00, but when you actually run your reports or views, it will show CAD1,234.00. There should be an option, even in the Project Preferences, to set a symbol that can be used so it can match what options are available. Why is this feature important to you - It is cleaner looking and more efficient.
As an integration developer, I would like to include Marketo data in various large-scale big data projects. However, there is no reliable way to pull a list of all lead records in Marketo. Marketo's own response to the question historically has been to determine the oldest part of an instance and run rolling 30-day exports of records. This is resource-intensive from both Marketo and the end-user side. The more reliable option in such cases is to make a Smart LIst that contains all records, then reference that Smart List ID in the bulk export. That requires that marketers set up a Smart List ahead of time—but it makes little sense when there is already a Smart List that does this (consistently ID 1014 across instances). However, the system-generated Smart Lists cannot be referenced with this export. Would it be possible to update behavior so either System Smart Lists are compatible with Bulk Lead Extracts or supplemental additions solve the problem of pulling all records from all time?
Description-Multiple request would be linked to one project. This way all requests that have been worked can be tracked but multiple projects do not have to be opened for similar requests that may come from different departments or different timeframes. Why is this feature important to you - Shows accurate representation of requests received and work completed through reports.How would you like the feature to work - Current request and project linkage would allow for multiple requests to be tied to a project.Current Behaviour - Only 1 request can be tied to one project. If an additional request for similar work within the scope of the project is received that request has to be made a separate project or closed.
Description - It would be beneficial to have a Text-mode option when adding custom fields to a card on a Kanban board.Why is this feature important to you - There are many project-level fields which would be beneficial to include on a card, which are not available in the existing list of Task fields (when adding fields to a card). For example, I would like to include the Project Owner Name, however only Project Owner ID is available in the list. Similarly, I would like to include the Portfolio Name, however only Portfolio ID is available in the list.How would you like the feature to work - Include a Text-mode button within the Cards section of the Configure menu. This button would open a Text-mode window where the user could edit the fields being included on the card. In my above examples, I would be able to reference project:owner:name and project:portfolio:name. This could function similarly to the Board Intake filters which already have this functionality (a Text-Mode option when creating/editing board intake filters).Current Behaviour - Within the Cards section of the Configure menu in a Kanban board, you can choose to add either Task fields or Issue fields. This gives you a selectable menu of fields which you can choose to add to a card. No Text-mode is available.
When setting up a custom object, you can only link it to a field that is visible to users or to the Marketo Id of either the person or the company. As for integrations it adds a level of complexity to maintain a repository of the unique Marketo Ids as mapped to the externalCompanyId it is a bit strange that this other unique field for the Company Object cannot be selected as a link field. Using a field that is visible to users as a link field introduced the possibility of user error in tasks like list uploads to mess up the data and lose the connection between your CO records and their Company record. For use via the API it would be a great help to be able to use the externalCompanyId as link field.
Description - The new filter experience does not close once a selection is made, like the legacy filters, views, and grouping do. Why is this feature important to you - It's impractical for this box to stay open and to have to manually close it, when we are used to the better functionality that exists in the legacy experience. How would you like the feature to work - Close after selection is made and for this to be fixed prior to Views and Grouping being rolled out.
Description - Many modern project management tools have real-time editing to allow for synchronous collaboration. The asynchronous nature of Workfront makes it more clunky to use compared to other tools on the market. Real-time editing would all for more streamlined and efficient project and workflow management.Why is this feature important to you - Real-time editing would all for more streamlined and efficient project and workflow management.How would you like the feature to work - real-time editing to allow for synchronous collaboration.Current Behaviour - No such real-time editing in Project and workflow management.
Description - Allow for the addition and/or removal of columns in a view without requiring the creation of a static view.Allow for the addition and/or removal of columns in a view without requiring the creation of a static view. This would add efficiency to the project management process. This feature should allow for the modified view to be reverted to the original or saved for everyone.Why is this feature important to you - This will remove the dependency of creating static view each time.How would you like the feature to work - Allow for the addition and/or removal of columns in a view without requiring the creation of a static view. Allow for the addition and/or removal of columns in a view without requiring the creation of a static view. This would add efficiency to the project management process. This feature should allow for the modified view to be reverted to the original or saved for everyone.Current Behaviour - We need to create each time a static view.
Description - Upon selecting a project table column, enable the selection of an optional value to filter for.Current state of creating and saving a static filter in order to restrict view values is cumbersome and unintuitive when compared with the flexibility of active filtering enabled in other project management tools (Excel, MS Lists, Notion, Clickup, etc.). Being able to actively filter for desired column values would increase efficiency. This feature should allow for a temporary filter to be reset to the standard or saved.How would you like the feature to work - Upon selecting a project table column, the selection of an optional value to filter for should be enabled.Current Behaviour - Current state of creating and saving a static filter in order to restrict view values is cumbersome and unintuitive when compared with the flexibility of active filtering enabled in other project management tools (Excel, MS Lists, Notion, Clickup, etc.)
Description - add the ability for notifications to be sent when issues or tasks are approved, irrespective of task/issue status (ex: from “New – pending approval”, to “New”). Why is this feature important to you - our users rely on automations, especially notifications, to let them know when work is ready for them, and we use approvals throughout the project lifecycle, which are milestone points after which work can then start. It would be good to be able to not have to go manually ("refresh feed") for this one instance, and instead still get push notifications.How would you like the feature to work - enable the option to have notifications be turned on for instance or group level, for all status changes related to approvals, not just for "resolved" statuses.Current Behaviour -Currently, the available notification can only be sent if the status is set to resolved (similar to from "resolved - pending approval" to "resolved"). If an approval pathway is kicked off at another task status, no notification is sent out to the requester.
DescriptionThe personal time off feature on Workfront is confusing from a design aspect and continually causes problems with teams trying to mark time off if they have a partial day off. The time off section says [Name] will be gone:✔ All dayFrom __ __To __ __ If you uncheck all day, then the system asks for your working hours. This is where it gets confusing to users because it still looks like the system is asking for your time off since it shows like this: [Name] will be gone: □ All dayWorking Hours:From __ __To __ __ The "working hours" is in a lighter grey color and appears small, so your eye is drawn to the [Name] will be gone, so it looks like that person should fill out the time they are gone, not the time they are available and working. Why is this feature important to youThis feature is important because even after training folks and bringing this to their attention, it still continues to cause confusion. This makes it challenging to know how accurate our calendar is when it continues to cause confusion. How would you like the feature to workIf the associates were able to indicate what time they are gone or unavailable to align better with the design.—OR—If the design could change to emphasize the "working hours" portion of the text box and not the "[Name] will be gone" portion to make it clear to people that they are stating what their availability is for that specific day. Current BehaviourCurrently the design is confusing. It first asks when you are gone, and if not the whole day, the question reverses itself to ask when you are available.
Say you are looking at a Marketo LP in a browser at the URL:go.marketo.com/some-great-contentand you want to find that LP in your Marketo instance. It would be nice if you could enter the URL of a Marketo LP ("go.marketo.com/some-great-content" in this case) and Marketo would return the Marketo LP name and location so you could easily find it in your instance.
Even for savvy WF users, creating cross-project task predecessors doesn't exactly come naturally and aren't very easy to remember how to create. When you have campaigns or multi-project initiatives with related dates across projects using the same group of templates often, it's time-consuming to create cross-project predecessors every time in the projects after they're created -- would be a huge efficiency to be able to connect TEMPLATE tasks so that when projects are created with them, the cross-project predecessors are automatically embedded. Cross-project task predecessors are a great feature of WF, but I feel it's under-utilized bc they're hard to create and not able to be created in a more automated way. Having them in templates would be a game changer where you can specify connect X task in Y template with A task in B template.
Such a bummer to have to submit this as i was hoping this was already a thing. We have a group that has several stages of proofing for their projects, and we are trying to avoid the proof owners having to constantly type out a message each time they send a proof. It seems logical that if you can create an automated workflow, you'd be able to create a custom message to go along with it. Even to create, as another user suggested, an automated custom message for each stage of a Workflow, would be a huge time saver. If this is an easy thing for the WF devs to do and for the PM's to add to our roadmap, man that would be great. 🙏
Description - An enhancement to hide the filter or disable the options in the filter.Why is this feature important to you - To hide tasks that are not relevant to the clientsHow would you like the feature to work - As per the descriptionCurrent Behaviour - I created a filter for our clients where they won't see the tasks that we tagged as not applicable. It's working fine in the original setting but now with the new UI for filter and views, they can remove the check mark on the client filter and can already see the tasks that we tagged as not applicable.
Description - The "system updates" toggle should save by object. Why is this feature important to you - Some projects I do not want to see system updates and some I do. I have to swap it back and forth based on project/objectHow would you like the feature to work - when I toggle the "system updates" it should save in that position (on/off) for that object.Current Behavior - currently toggling it on/off for a single object toggles it for all objects for that user.
Description - Would like to understand how many users are clicking into update that are tagged in. See who has read the Update, not just the count.Why is this feature important to you - Leader's want to understand how many users are clicking into an Update and reading. And which users.How would you like the feature to work - pop up of who has clicked into WF seen update/how many people. Would be nice to hover over update and see # rather then pulling a reportCurrent Behaviour - We are not able to see who is interacting or reading the Updates
I would like the ability to remove tagged people on a chain if they are no longer needed to get updates.
Description - Enable user to format date within a report prompt just like in the report column. Why is this feature important to you - To decrease the risk of running reports and obtaining the wrong information, troubleshoot to find out it was a date and time error entryHow would you like the feature to work - I would like to have an option when prompted on a date which format I want to use for the date, provide me with the flexibility to set it just like a column in a report, or layout template or by object. Current Behaviour -When running a report with prompt dates, only option is select date and enter a time. which makes it very confusing to users when running report and explains most of the time why report is missing information
Right now performance insight supports only $ USD and do all the calculations based on Opportunity Amount. We are supporting in Salesforce opportunities in multiple currencies - which is not reflected in Marketo's reporting suite. E.g. 1000 KRW = 1000 USD in Performance Insight which makes any metrics derivates from opportunity amount (pipeline, revenue, ROI...) In our case we have a field in Salesforce which recalculates everything to USD. The correct value is available. Sounds like there would be minimum effort to allow us to remap from currently used "Opportunity Amount" field to "Opportunity Amount in USD". Or is there another solution? How do other global customers deal with multiple currencies?
When I share manage access to a dashboard, I would like to have to option to have it automatically give manage access to all the reports within the dashboard as well. Currently, if I give manage access to a dashboard, I have to individually go in to each report still if I want to give manage access to them as well. This seems like an oversight. Would be great not to have to manually do this on each report.
Description - When converting a request to a task or project, the user would see the documents section that is typically available to the requester during form submission. This would allow the user to quickly drag and drop any additional files that were not uploaded when the Request was first submitted. They could do this after the Project is created, but that involves a few more clicks around the interface and this would be faster. Why is this feature important to you - It would reduce the number of clicks needed to add documents either before or after. My process would be more efficient.How would you like the feature to work - This would work exactly like adding a Task to a Project using the "+ New Task" button and clicking "More Options." Picture attached.
Description - Not all build-in fields in Workfront can be set as "Tracked Fields". For example: the Users Timesheet Profile ID cannot be set as Tracked Field, as confirmed by Adobe Support. Why is this feature important to you - Allow Admin to track any changes on the Build-In Tracked Fields for User Timesheet Profile ID.How would you like the feature to work - Allow tracking Build-In Tracked Fields for Users Timesheet Profile ID.Current Behaviour - Currently unable Tracked Build-In Tracked Fields for Users Timesheet Profile ID.
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