I've slowly been finding early adopters (and early nay-sayers) to switch to the new Workfront Experience. So far no one has said, "take me out of this" so that's a good sign. One of my graphic designers sent me a very detailed email explaining his thoughts on the new experience and instead of breaking it apart and posting about each individual area I decided to add it as its own thread. I did edit it to more generic Workfront terms and areas since he gave me specific report names. I think it's powerful for the Product team to know that this all came from one Worker user who has been in Workfront for over 2 years.
Here is my honest assessment and list of things I found that could use some TLC on the new WF design/layout. Please forward it to whomever it may concern. Thank you! If I find anything else, I'll let you know.
Dashboards show collapsed instead of expanded. The report used to just show a list of the last updates all spelled out and now it's got bars showing just the dates and how many for each date, which I find rather inconvenient as I have to drop each down manually just to see what it's in it.
When you go to a project, it defaults to have the Overview dropdown expanded. It would be more convenient to have that collapsed and the custom forms opened instead.
In Classic my browser would autofill in the custom form blanks, this no longer happens in the new layout
If I copy and paste a list of text from the Project Description and paste it into Excel, it pastes it one cell. This is super-inconvenient as a list of SKUs becomes useless, especially if there are a lot of them. We use this to paste into .csv files to do data merges. This works fine in Classic
On my main dashboard, having the reports scroll in internal boxes is quite clunky. There are times when I have to move my mouse outside the box to scroll down on the page or I have to scroll through the whole inner box to continue scrolling on the whole window. I also can't always see the whole inner box depending on where you are on the main page. This gets frustrating quickly.
The boxes are fine on the Projects Details page, but they blend in too easily to the background. There needs to be a more contrasting color to separate the boxes. Everything in those boxes is also really spaced out and all just black and white. It makes it harder to comb through since I feel like I'm trying to find information in a newspaper. Colors would help this tremendously, even if it is using more grays to do it. It's also quite boring in my opinion.
The Updates tab of a project doesn't load 50% of the time and needs to be refreshed to show up. The Tasks tab just did this to me too. I've waited over a minute and nothing shows up without refreshing. One time the tasks list wouldn't load. It kept loading the Documents tab instead. Screenshots attached.
Honestly, I don't love the new setup. It seems like you have to take extra steps to do some of the same things we did before and it's a bit more confusing to find things. All in all, it still works and maybe I'd like it more if I just started using this version from the beginning without having anything to compare to, but there's still bugs and some convoluted ways to reach pages that should be addressed, which are outlined above.
My favorite new feature:
Pinning whatever pages I want at the top is awesome!
Monique Evans Stanley Black & Decker, Inc.
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I think I followed most of that except for the line that said "In Classic my browser would autofill in the custom form blanks, this no longer happens in the new layout" -- what's that one all about? -skye
You know how in Chrome if you have to fill out: Name, Address, Email, etc and as soon as you click in the "Name" box Chrome will suggest your name or possibly other names you've typed in a form lately. The same thing happens with Workfront Custom Forms, but only in Classic. NWE doesn't bring up auto-filling text at all. Monique Evans Stanley Black & Decker, Inc.
gotcha. Thank you! You probably spotted a couple of quick wins (seems like the first point will be cured with 20.1? And the second ... would that be fixed with a layout template?). The final point I am wondering if that is related to the increased need to delete cookies and cache (not that this is a solution, I'm just wondering). And I am interested to hear WF's feedback on the rest! -skye
I will be interested to hear your knowledge worker's feedback on that part (reorganizing the project details section). I thought I had found a good solution, but it turned out on my end that some of my users preferred seeing the project details first (they were storing context in the description area) and other users preferred seeing the custom form first. It's not too huge a deal -- I thought, "I can make two layout templates," but it does give me pause because I wonder if it ultimately points to a need for the user to be able to better set the locations of the details vs. custom form areas. Then I realized, the problem is that it varies from object type to object type, so it's not just 2 layout templates: I have to set a combination of preferences at the project, task and issue level for users that work on all three. I'm not super great at math but is that "3!"? (6 different combinations?) -skye
Hi Monique. Your second bullet has been a pain point for our team as well. When you go to a project, it defaults to have the Overview dropdown expanded. It would be more convenient to have that collapsed and the custom forms opened instead. We too, would like the Overview collapsed and custom forms opened instead. I haven't had a chance to explore if a layout template will solve for this as Skye recommends. We have also been experiencing updates not loading all the time and deleting cookies and cache usually rectifies this. Thanks, Kathy Kathleen Palumbo Marketing Production Lead Blue Cross & Blue Shield of RI
So we've updated layout templates so that the custom form info is on top and then overview is below it. We also moved Issue Details to be the first thing on the left nav. So many teams love this! They get an email or Microsoft Team notification, click View in Workfront, and it takes them right to the custom form! 🙂 Anthony Imgrund FCB