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I’m only seeing the ability to control the right side panel via the settings in Setup > Interface > Layout Templates > Customize Home. We would like to have admin ability to customize the Work List on the left side as well. Specifically, we would like to be able to customize the sorting of the work list. We would prefer that the work list be sorted according to “Task Start Date” instead of “Task Completion Date”. The vast majority of our tasks span multiple days, so it would make more sense for us to be able to sort in the Work List by when the task needs to be started.
Because my team only uses planned completion dates, it would be extremely beneficial to have the ability to view planned completion dates on both the My Work calendar strip AND the task home page.
Currently, the ability to modify a task's assignment allocation is only located when you edit (three dots > Assignments > edit allocation > Save) which adds extra clicks and time. We have group a users that would greatly benefit from a small change to be able able to edit from the task's overview as well, for quick management.
I want the ability to hide the 'new task' button. We do not want tasks added that are not part of a project.
We have received a request to add the Filter component to the All Timesheets tab.This will allow Line Managers and Power Admins to filter a list by custom metadata or standard Workfront parameters (for example, license type).Whilst the users can achieve this in the people or user sections, we feel this could be a valuable enhancement for the timesheet module where you may have several thousand employees on the system and need to narrow down the user within the Timesheet module directly.Best regards,Christian
Currently, project owners can delete custom forms that have been added as part of the template. This results in loss of data that cannot be recovered. While there is a warning message when a user tries to delete, there needs to be an option for the system admin to disable custom form deletion.
Any user can send a document for approval outside or within ProofHQ. It would be nice if there was an option restrict the ability for certain users to send documents for approval and from creating proofs.
When a brief/issue/request is rejected, comments are not mandatory. Need enhancement that requires comments upon reject. This capability can be controlled by the system admin.
Currently there is no way to copy or attach a template with a folder structure/tree at the Program Level, only at the Project Level. This means it needs to be re-created each time you open a new Program. This is not an efficient use of time and leaves room for error.
Can we have an inactivity filter "Not Was Added to SFDC Campaign" in place for identifying leads that missed entering in a particular SFDC campaign?
Every time we need to develop a lead flow logic, smart campaigns are required in the first place. Sometimes we have to create multiple test campaigns for achieving the desired results. It would be best if we can have a Lead Flow Preview in place without having to run single or multiple campaigns while testing the logic. We can use dummy or real leads and see whether they'd pass or not through the smartlist criteria, choices, flows, etc without having to make a campaign live.
HI Team,Once proof Create then there is icons like S O C D (once user start reviewing then this icons color change as below [got from WF support team])But here so many users are confusing even if the proof rejected or change requires also color goes to Green, then users thought it's approved.this case user requires to check Approvals by going workflow, but all users are expecting to see this (approved/rejected/change requires) in main page itself in so option like it's approved or not OR 'D' icon color should be RED or Orange..Green: Complete. White: Not complete. Orange: Not complete and deadline is less than 24 hours. Red: Not complete and past the deadline.
Provide the ability to track and manage Risks, Action Items or assumptions, Issues and Decisions (RAID). This capability should also include probability and impact scores for risk tracking and mitigation
Workfront recently added functionality that allows an admin to ALLOW or DENY permissions to delete tasks and issues if they have hours logged to them. (Found in Setup > Tasks & Issues) This is fantastic but there seems to be a a failure to follow-through in the logic of how this should work. If a task or issue has hours logged and an admin doesn't want those deleted, then they ALSO don't want someone to delete the project those tasks or issues are on (which then orphans the hours). Please either adjust the functionality to also prohibit the deletion of projects if a task/issue on the project has time logged OR add another checkbox for projects the administrator can use to toggle on/off the permission to delete a project when the project has tasks/issues that have hours logged. The hour deletion preferences that can be set under Timesheets & Hours in the Setup area don't really suffice to alleviate the problems that can occur when someone accidentally deletes a
It would be great to see when an email asset was both created and last modified right in the Summary tab. I can find the info today using search but it would be so much nicer and less time-consuming to see it right on the Summary tab like we do for Smart Campaigns and Programs.
It would be handy to be able to have a "Test Flow" function when building Smart Campaigns that allows you to use either dummy data (that would theoretically satisfy the flow), or using real, database data (but have no actual consequences) BEFORE the Smart Campaign is activated (and affect real data). Something similar to how MS Power Automate, or Zapier etc allows you to 'test' an automation to see if the logic holds, prior to setting the automation flow loose on real data.
Please enable an option to send daily proof reminder emails on open proofs still awaiting decisions.
Whenever a Person field such as Assignment provides type-ahead list of matching persons, the information is very limited. Most of the time, it only shows their name. The problem is when there are multiple people with the same name, you cannot know which name is which person. The person information is available, but since it does not have enough detail to distinguish who it actually is in the typeahead popover, it can become very difficult to select the right person.It would be very helpful to include showing the person's email address with their name so that at minimum, we can distinguish two or more same-named persons by their email id. This would apply anywhere a person typeahead exists such as task assignment, sharing, etc.
Currently if you have Approval process "A" and it is actively being used in a issue approval and you edit the Global Approval Process "A" and make a change to any of the stages it resets the approvals for that stage. I.e. Person 1 approved but after the reset Person 1's approval is not showing. Here is the WF support article that explains it better than I. https://experience.workfront.com/s/article/Creating-Approval-Processes-1001577410#modifying-an-existing-global-approval-processThe purposed idea is to NOT have changes applied to active or previous uses of that particular approval processes. Similar to how if you make a change to a project template it doesn't affect all of the projects that use that project template.
We just switched over to New WF Experience and we love it. I got very excited to see a place to change "Planned Completion" at the top right of the project header. However, the deadline is hard set to midnight, which makes the entire function useless to us, since it defaults the final task date to the previous day. Changing that hard setting from midnight to 11:59 pm, or some other late-night setting, would make this function jive with the task dates, and that would be invaluable. For example, I have a project whose Planned Completion is 8/1 and I want to change it to 8/30, I can go to "Planned Completion" and change that to 8/30 (which is super helpful not to have to enter the Edit screen, go to Overview and change it there). But since the new Planned Completion function defaults to 8/30 at midnight, the final task in my Tasks schedule changes to 8/29 instead of 8/30, and I have to go into Edit > Overview and change it to 11 pm anyway, which defeats the whol
In the "classic' WorkFront, we were able to File-->Print (or Cntrl-P) a timesheet for HR's archiving (paper or PDF). Now when we try to print in the "new" experience, the print out gets cut off after the first line and there is no way to print out the timesheet. Can you add back in that feature to export/print a timesheet in some way?
With respect to user account management, when SSO & Auto-provisioning is enabled - currently newly provisioned user accounts must be manually enrolled in the new experience.It would be helpful to have a setting that would allow all new users to be auto-enrolled with the new experience upon account creation.
In the Proof Standalone platform, there was the ability to copy a proof, and most importantly copy comments from a previous proof to a new version. This is not an ability the Integrated Proof platform has. This is a highly important function. Specifically, we use this to copy client comments into a client feedback proof for our creators. We would like the copy ability to be activated in the Integrated Proof platform.
It would be nice to see who the next task is assigned to that depends on your current task in the home view. When viewing the home task list, it would be helpful to have a field that shows dependent task assigned: First Name Last Name. This would help alert workers who to tag with questions or documents for the next task without having to go into the project and ladder up.
In New Experience the Issue Details page consists of Entry and Updates section and once you select the calendar the Classic view appears with the drop-down for AM/PM in the calendar. (see attached. right on the same page the Issue Dates calendar dates, you have to double click and select the time and then you have to type AM or PM instead of drop-down like classic, no consistency and this is all on the same page. WE need to save clicks not add more. Screenshots attached, Thank you.
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