Product Communities

The current default setting for a new form theme is "Simple (1of7)" which adds a layer of styling that most folks end up having to work around in one way or another.   The "Plain (7of7)" theme by comparison does not add the additional theme styling and would likely provide a more common-sense default than the Simple theme. A look up of "form styles" in the community finds 5,548 hits to date and it's something I've seen as a gap for most web teams working with embedded forms. The common approach is to kill the Marketo native CSS with a script of some sorts.   PROPOSED: Change the default form theme for new forms to be "Plain (7of7)" instead of "Simple (1of7)"

I believe I saw one similar to this in the past, but I have not seen action on it recently. It would be great if we could writing notifications/updates and/or like notifications from the notifications drop down tab. As a whole, I see this tab passed over frequently, and this is the main reason why. People explain that they have to click into the actual notification anyway, so they don't both using their notification tab in Workfront.

Like in other areas of Workfront, it would be helpful if the document view settings would remain between login sessions. My teams uses the List view for most projects and would like for this to remain stick by user choice. Alternatively, if there was a global setting for the documents area where the default view could be set for all users - this would be acceptable as well.

When we routed proofs manually the key stakeholders all had one color of pen they proofed in that no one else could. This made it easy to see who made what comments quickly. Several of my users have requested the possibility to assign particular colors as defaults for particular people. To my knowledge this is not currently possible, but I thought it was a fun idea and wanted to throw it out here!

Currently if a proof has more than one page, we cannot scroll to the additional pages. We have to navigate to the page buttons or change the page number. It would be extremely convenient to be able to scroll between pages without having to navigate to other controls.

The Line Visualisation fails to correctly show the the trend line if the metric is filtered in the freeform table. Example:The date range in the panel is set to Mar 10The metric in the table returns data for the period Mar 4 - Mar 10The line visualisation for any table row returns a value for the day the date range in the table filter starts with (Mar 4) and incorrectly indicated the date on the X-axis (Mar 10)   --Another idea related to the Line Visualisation: Fix chart dates when calendar starts with monday 

Customer request - The Gnatt chart doesn't align correctly to the tasks if you are Zoom'd in or Out (more or less than 100%). The client would like it to always align regardless of the zoom.Thanks!

I think it would be useful at a reporting and a project/task level to be able to freeze pans, so you can freeze certain rows or columns when viewing information. I chose this for reporting because it would be great to be able to freeze some columns/rows when viewing reports with a large number of columns/rows.

I'd like to be able to save the filters, views and groupings I have set up in a report to appear in the lists for other reports. It would be great if after I created a new report, that I could save the defaults as a new filters/views/groupings in those drop downs. It could be an option at the end of the dropdown next to "Remove" and "New." Something like "Save default"?

Please consider the ability to add custom forms to the Updates area

After configuring a PDF preset, I would like to define shortcuts which lead to the different presets I created.Now there is just the option of saving/exporting a PDF.

I've discovered there is no easy way to track the unengagment with an email. I wanted to see if I could make a smart list of everyone who has not interacted (clicked or opened) with an email in the last 6 months.    So for example, I wanted to pull a list of people who did not open any emails in the last 6 months (which seems simple enough).   I pull the "Not Opened Email" filter in the smart list. But now the closest pull-down option to include all the sends is "is any" but that will give me anyone who did not open even just a single email, even if they opened all others.    So if we could include a 'is every' or 'is all' option it would make my life A LOT easier.   

Add the ability to @ mention a user or team from within the Workfront App for Microsoft Teams.

Billing and Cost rate access, within Financial Data, is treated as equal parameters in Workfront.However, in practice cost rates, unless banded, are much more sensitive than billing rates.We would like an option to split the two in the Access Level so we can cater for the following scenarios:As a project manager, I want to set the billing rate of my resources or users, in order to calculate project profitability.As a project manager, I want to review the cost rate of my resources, in order to budget the right resources for my project.As a Finance manager, I want to set the billing and cost rate of my department, in order to calculate chargeable utilisation on projects.As an Account Director, I want to see the billing rate per hour of a resource, in order to provide an estimate to a potential client.The user cases above demonstrate a requirement to separate who in the system can view/edit billing or cost rates,I would recommend adding additional options:View Role Billing RatesEdit Role

We are beginning the process of onboarding Groups into the new experience NWE. And, in addition, we're in the process of bringing new Groups into Workfront. These new Groups are being onboarded directly into NWE. Ideally, we'd like to have the ability to change two things in our settings: Have a "New Experience setting directly on User Profiles. So, this way, if we're cloning a user who is assigned to NWE, the assigned interface would transfer to the cloned user. And, if the user is in Classic, vice-versa. It would also be good to bulk edit users in this way.Eventually change the default with NWE from "opt-in" to "opt-out." We're going to be bringing in hundreds of new users and will likely move to auto-provisioning these users utilizing SSO. When a new user has the base-level of access provisioned, we'd like to have that person received into the NWE.

Description - Add "Data Range" in the "Transfer Assets" process, along with all the other componentsWhy is this feature important to you - Because after the migration, the target use will own all the assets but is not able to change the custom data range used in the migrated workspaces projectHow would you like the feature to work - When the assets are migrated from a user to another, the migration includes also the custom Date Range.Current Behaviour - Currently there is the possibility to transfer all the assets from a user to another. The only components that are not migrated are Date Ranges.

The interface under Milestone setup is confusing for end users who have an Access Level that allows them to update the Milestone paths of their own group(s). A user with this access level can view any Milestone path by clicking on it - even ones that are not part of his group, and actually add/edit Milestones; the user just can't save his work. It might be less confusing if the users just were not allowed to type in the fields of any Milestone path not in their group. Ie, it would be clearer if the fields were grayed out. Or better yet, maybe the Milestone Path should just not visible to the user if the path is not associated with his/her group. Thanks.

This is something that should have come along to the NWE from Classic, but did not. The engineering team has said this is working as designed in NWE and support recommends an Innovation Lab idea at this point.How we found the issue... different users were seeing a different "Due Date" for the same task on the Team Requests page. Upon digging into it I found one user was seeing commit date, while the rest of us were seeing planned completion. Since everyone looking at the page has the same layout template, we were baffled.What engineering told us... Currently in NWE, on the Team Request page, the "Due On" date shows the planned completion date UNLESS there is a Commit Date, then the Commit Date shows. And there's no option to change this.Back in Classic, there was an option in the layout templates to select the "Due Date" as either Planned Completion or Commit date for both My Work (pre-Home) and Team Requests. But since My Work doesn't exist in NWE

It would be great to edit active proofs. I often need to add additional docs to an active proof but need to create a new version to get those docs to combine with current proof. Edit proof to add pages would be very useful.

It would be helpful to view the proofing workflow in the right summary viewing pane. Currently you can view version details so should be able to view workflow. This would save users from having to click proofing workflow tab and wait for new page to load. Need to see status of reviewers quickly.

When adding a column in a report that references a collection, that column should be sortable within Workfront as well, instead of having to export and sort in Excel.Use Case: I created a project report and added a column for a manager's team members who are part of the projects.

Description - Revert/discard an unpublished rule back to the live version Why is this feature important to you - Simpler/cleaner than copy/pasting the current live version back into the rule and preserves original modification dateHow would you like the feature to work - Menu option to discard last changeCurrent Behaviour - None, feature does not exist

When we customize what users see in the "Home and Summary" section of a layout template the changes are not reflected in the summary panel of unassigned tasks in the Workload Balancer (it is reflected in the summary panel of assigned tasks).The ability to customize what is seen for unassigned tasks is extremely valuable to the resource manager, so that they can easily reference particular details without having to go to each individual task and dig for them.

We would like to have a 'find & replace' feature in the comments section of a proof. This will assist in saving time for large documents that need to be marked up and updated.

We have numerous items (10s to 100s) with the same Planned Completion dates, but they bog down the calendar view. Is it possible to group on the day based on specific criteria? For instance, if I had 15 with the same Planned Completion Date and they are all a specific project custom form field, can I group and just have a single entry on the date saying something like "Specific Field (15)"? This would be wildly helpful for those of us with fewer planned completion dates and a ton more projects.