At the top of projects it would be helpful to be able to customize what you want to see to be able to add perhaps Project Sponsor, Latest PM updates notes - custom field. Sometimes people don't want to scroll through all the updates, so if the Project Manager could be identified in the system and either at the top or in the Updates you could go right to their updates - perhaps they are highlighted in red or there was an option - Latest PM Update and you click it and it takes you right to it in the updates? Thank you!
Please remove the date format put in place by Marketo. It is an inconvenience for customers to interpret YYYY-MM-DD.Please update the date format to MM-DD-YYYY or let the user decide which date format they want to keep.
Hello! Submitting this Enhancement request here!We've received numerous requests for customization to the Header when looking at a Project. Users would like to be able to customize this area with custom data field and also to provide more relevant status visuals that reflect our instance of Workfront.Header Customization - we have a few fields imperative to our business that are often referenced. Today, these fields live on the Project Custom Form, and we pull them into reports, but when looking at a project, users have commented it would be so nice to have these in the header.Project Status Customization - today, you have the % status of completion for a project and various status types across all objects, projects included, that provide an understanding of the state of ones work. Building on these status, our user base was curious if there's a vision in the future for having a status bar that is more visual in nature and not connected to Tasks that would provide an understanding of where a campaign is at? In terms of current functionality, I'd anticipate this visual would be connected to the Project Stage, but today it's just a drop down, not a visual bar, from what I've seen at least.
Description - We have "Last Note: Note Text" in-line on a report. We want to be able to edit that field in-line and have it post 'Updates' to the 'Updates' section of the reported task or issue without having to click into each task or issue individually. Think status update meetings.... Why is this feature important to you - Think status update meetings.... How quickly can we post updates to each task or issue while going around the room without having to click into each object individually? How would you like the feature to work - Have "Last Note: Note Text" be editable in-line of a report and post updates back to its corresponding object. Current Behaviour - That field cannot currently be edited in-line.
Right now I am having to lock all group statuses at the system level to allow them to appear on a teams agile board. We have 20+ task statuses in the system right now and growing. And they are not all relevant to all users (ie we do building construction and software custom development each with wildly different status progressions)
It is nice that you can set an approval workflow on tasks to prevent it from being completed without approval. It would be great if the same behavior were true when working with proofs. We should be able to set a task approval to be dependent on the Proof approval.
Right now, reports are sent to ALL recipients on the list, even if the information is not applicable to them. I think the ability to create reports, and send only to users who have information in the report should receive a copy of the report, and the report should only contain the information relevant to them. For example, I want to deliver a report of "Projects Not Updated >30 Days" which would tell project managers that they need to go in and update or close their project. However, I currently have over 100 PMs in the system,and there may only be 20 projects that meet this condition. I would want the report to only be delivered to the PMs who have a late project, and the report should show only their projects, and only the ones that are late. This would significantly reduce the number of emails going to people who do not meet this criteria. This is different from having a user log in and run a report -- it will be delivered to them using the send feature.
Currently, when trying to submit a form via REST, you receive a 1006 error code "Field '[X]' not found in form definition" if the field in the payload is not configured in the form. This behavior doesn't appear to be documented anywhere that I can tell other than the actual error message, but this seems like a huge missing feature in terms of establishing parity with other form submit methods such as the Forms 2.0 API which allows you to addHiddenFields with any valid field, regardless of if it is defined in the form or not. This front-end behavior is a huge advantage over other form libraries as it allows global form solutions to scale easily and would be a welcome addition to the REST behavior as well.
I'd love to have the ability to duplicate individual flow steps and smart list filters in a smart campaign. It would save time when building campaigns by eliminating the need to recreate repeat steps and filters.
Allow the Network Requests to be limited to a specific set. When testing we do not need to see all variables and events, I would like to either filter for the variables I am testing and have them only appear in the output.
It would be very helpful and time-saving if the sharing rules could be optionally copied when copying a report.
A client requester is pushing to got this implementation because they usually work with the Team on this tab, checking the campaigns and tasks assigned to each Team. She would like to know If WorkFront could be able to share in an excel the workload of each person so that the whole Team knows what they have to work. Please guys can support this request, so we can export the Resource Management in a more efficient way. 🙌
I'd like to see Workfront auto refresh the page periodically so we see updates, notifications, calculations, requests, issues, etc. automatically without having to refresh the page manually.
It would be great if when a user receives a notification or a project is updated that the web page will refresh automatically to show this change. Having to continually 'refresh' the web page throughout the day is a very manual task and seems to defeat the purpose of a 'notification'. I have been looking over a project as a document or task is updated, and because I navigate away with out refreshing, I may not receive this information until much later. It creates a FOMO environment, which we all need less of in our daily lives. The feature would need to suspend itself whenever a 'creative' action is being taken, for example; making a new project or request, adding comments, etc. I know e-mail updates are available, but for those of us who would like to save our inbox, Workfront automatically updating would be great.
Description - Requested By is the Entered By Name, the person who submits the request may not be the person that is making the request. This happens often when a project manager or admin gets emailed a request and submits on the requesters' behalf. Why is this feature important to you - The Primary Contact is the most relevant person aside from the assignments and necessary for communication. Having this information in the header will save 2 - 3 clicks on every issue and lessen confusion for users. How would you like the feature to work - The feature would work exactly as the "Requested By" header option Current Behaviour - Showing Requested By and reminding teams that if they see someone from the internal team or a Workfront admin they should navigate to overview to identify the Primary Contact
Description - A shared calendar for projects in flight, upcoming, etc. Why is this feature important to you - Rather than having several different calendars between marketing teams, it would be helpful to have one place for project management/ prioritizations/ launches etc. This is such a critical tool and needs to be easy to use and customizable. How would you like the feature to work - Shared Calendar - System Admin to control accessibility, likely have a way to prevent users from deleting anything but ability to add events, link to active projects. Ability to sync with outlook for time off. Ability for users to see day/ week / month/ yearly view. Current Behaviour - limited communication between marketing teams & users, several calendars in use, excel sheets, programs, etc., and none of these methods communicate. This creates confusion and occasionally duplication of work.
We would like to be able to set that as a default for all updates.
It would be great if the user could select the date format they want to see in ALL places a date is shown. Or at least consistency with how the date is displayed (see screenshot below of the document summary tab). Even on the Updates page, you'll hover or scroll over a date and it will change from an actual date to "X days (or hours) ago." When you're looking through the updates trying to compare dates, this is very frustrating.Ideally, this would be combined with this idea and allow the user to choose their preferred date format on their profile: https://one.workfront.com/s/idea/0870z000000PSHTAA4/detail
Add a secondary name field for nickname. We have lots of users who officially go by a name like "Michael" (so that's how they're entered into the system) but who casually go by "Mike." Can we have the ability to add both name options to enhance searchability?
I understand the improvements with viewing predecessor information with 22.4, however I'd really appreciate an improvement to HOW cross-project predecessors are created. My org would 100% use these more if they were easier for users to create. Just like the enhancements with creating calculated custom form fields that help you build calculations, I'd really love something like this for creating cross-project predecessors. Please vote!
Hi all, as everything in internet space move forward quite fast so we as well moved to Google Analytics 4 property. However as I quickly noticed in RTP product documentation, there is nothing about integration with latest version of Google Analytics 4. At this stage I'm not sure whether it is just lack of documentation or lack of functionality to integrate with latest version of GA4. If there won't be official announcement soon I will run test on my end but will be really nice to hear official answer on that. Best, Konrad
When filtering by Project category on a Task report, if there are multiple custom forms attached to the Project, only the first custom form (category) is considered during filtering. The recommendation from Workfront Support is to use Category:ID for the filter, but this only looks at custom forms attached to the task. There currently isn't a way to look at all custom forms at the Project level for a filter on a Task level report. We use custom forms heavily and would really like to have the option to include all project custom forms when filtering a Task report.
It would be nice to be able to have put a message at the top of the Request page to inform customers about outages or other important information. Right now, the only way to do a message is to have a Dashboard. The issue with this that WF remembers the last place a user was at. You can't make the message more visable or persistent. The customer may never click on the dashboard and could miss important information. Why is this feature important to you - This is important because we'd like to communicate information to Requestors about outages (like a WF instance Merge), customer help information, etc. How would you like the feature to work - I would like to be able to have a banner/header customizable on the Request page. Current Behaviour - Have to create dashboard with an external link and report. Also, WF remembers the last the user was, which may not have been the dashboard you just created.
Currently when a project is set to complete, the condition remains as it was when it closed . This is irrelevant to many people and in fact causes more confusion ("Why is this in Trouble, I thought it was finished!"). It would be great to have a specific condition called "COMPLETE" or "DEAD" when a project goes into one of these statuses. While we are at it, some companies have different names for the conditions. This can cause confusion when reporting from workfront. It would be great to allow custom conditions, just like statuses (or at least rename them).
We would like to be able to customize background colors and font sizes of the individual reports on dashboards to create differentiation when scrolling through larger dashboards. Currently everything looks exactly the same and there is little visual difference when scrolling.
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