This post is a summary of the top trending feedback items in the new Workfront experience Beta over the past two weeks. We have included the top trending items from our analysis.
For the past two weeks, we had a large amount of feedback that was similar to feedback that we provided our next steps in our post two weeks ago. We have included a few of the same feedback items that have an update on the next steps we plan to take. Also, please reference this "https://one.workfront.com/s/question/0D50z00006Px3WxCAJ/" post for a status on other similar feedback around (Navigation, Details Overview, and Reports).
Below is a summary of the latest feedback with a response from the Workfront product team on our next steps:
Users Updates page
Where is it? I used it all of the time.
Thank you to all who have left feedback. We are considering bringing back Updates on the User level. To alleviate concerns about work updates getting posted on the user instead of the appropriate work object, we are thinking of making this read only (new posts would not be made on the user level). We're interested in your feedback on this!
Filters (Projects I Own, Projects I'm On)
Can default filters be expanded to see active and complete filters with the current Projects I Own and Project I'm On filters? This would be like a "Active Projects I'm On" filter.
We will be reviewing which filters would be the best to be added to default filters list to compensate for the absence of the default tabs. As a workaround for now users can either alter the existing filters or create custom dashboards with the filter/view/grouping combination needed and add it to the secondary navigation
Where is Advanced Search?
We will be providing Advanced Search back. We will post to the release activity page when this is available.
New page headers
Details don't appear on the top of the page and instead you have to click to navigate to details.
We are reviewing options to solve this problem. We will let you know as soon as we have updates in this area.
A back or close button is needed as currently it is too difficult to close a proof and return back to the task or document page.
We plan to add breadcrumbs to the top menu in the proofing viewer. You'll be able to close a proof by navigating to the parent object in the breadcrumbs. This will also provide context for the proof because you will readily see which task or project it is associated with.
Pins aren't saving on different browsers and aren't tied to a user's account.
Currently, the pins are stored in your browser. We are actively working to store this on the client side out of your browser. This will allow for your pins to be available on any browser or device.
Main Menu - icons are not available for Dashboards, Templates and other new areas.
This is a common feedback item and something we will research further. For any user with a Layout Template assigned, they will not see Dashboards or any of the new Main Menu icons until they are added in their Layout Template. You can add the following new Main Menu icons: Portfolios, Programs, Dashboards, Resourcing, and Templates.
Login with SSO not working
Issue requiring users to clear the browser cookies every time they log in.
Fix will deploy on the next update to the new experience in production. You can track the status on the Known Issues page .
Page doesn't load and an unexpected error displays
Issue occurring on many pages in the application.
We have additional fixes coming to help resolve this error on the next update to the new experience in production. We are actively investigating the different areas of the application where this occurs. You can track the status on the Known Issues page .
Additionally, please refer to the following posts for previous feedback and next steps since the Beta started. You can find our responses for your feedback around other trending feedback in these discussion posts:
"https://one.workfront.com/s/question/0D50z00006Px3eBCAR/" Aug. 2nd
"https://one.workfront.com/s/question/0D50z00006Px3ceCAB/" Aug. 16th
"https://one.workfront.com/s/question/0D50z00006Px3azCAB/" Aug 30th
"https://one.workfront.com/s/question/0D50z00006Px3ZTCAZ/" Sept. 13th
"https://one.workfront.com/s/question/0D50z00006Px3WxCAJ/" Sept. 27th
For updates on latest functionality, please reference this release activity page for new functionality. Also, you can watch "https://webinars.on24.com/workfront/NewExpBeta?partnerref=Community" our latest Webinar where we provide more information on the journey from Beta to General Availability and what is available for you to prepare for the General Availability rollout.
Josh Boston Workfront
Thank you for the update Josh. Is this the correct thread in which to compile feedback?
Re: " User Updates Page ... We're interested in your feedback on this! " I very much would like to see it come back - and retain the ability to enter new updates on the user object. I understand the rationale behind the decision, and would offer as a compromise that only system admins and group admins have the ability to enter updates on the user object. If admins can't be trusted to use that update field appropriately, they can be sent to Workfront Reeducation Camps.
My main counterargument is that for administrative tasks, the user object is the correct work object to input certain updates - primarily when we make bulk changes to the user profile. For example:
When I do my license housekeeping, and work/plan users haven't logged in for more than 60 days, I bulk edit their licenses to Reviewer accounts, and enter an update at the same time to the effect of "License downgraded to Reviewer account due to inactivity - please complete this request (hyperlinked) to reactivate your paid license."
There is no work item for me to update, unless I make one for the sole purpose of entering an update.
There's no quick or easy way for me to tag the affected users in that work item update. I sometimes update more than a hundred users at once.
I make a note of what change/why in the update field at the bottom, so it A) notifies them of the change and B) there is a descriptive audit trail of those changes that lives on their profile (where it belongs, in my opinion)
I feel pretty strongly about this one. No problem in my mind to stop users from entering updates, but please retain that ability for admins. William English T-Mobile
Hi Josh! Thank you for the post on some of issue i experienced also. One thing I am really concerned is the custom dashboard capability we used to have in classic.and we don't see that in new experience. Our Project managers heavily used their own custom dashboard tabs on their project tab currently and without it, will cause a lot of frustration for them. Is this something your team will be adding this functionality soon? if not, we can't deploy this yet. Maggie Talierco
Hi Maggie, Currently in the new experience, you can pin a custom dashboard to the top navigation thus elevating this critical page for your users higher than is possible in Workfront Classic. In the next few weeks, we will provide System Admins the capability to set default pins on the top navigation for their users and also change the default landing page after login. This will be controlled by Layout Templates. Also for your use case of wanting a custom dashboard on a project, this functionality exists by adding custom dashboards to the new left navigation. Users can add custom dashboards to any left navigation using the "Add Custom Section" on the bottom of the left navigation. Also, this can be added using Layout Templates. Here is a help article to explain this more. Otherwise, any existing custom dashboards added as tabs in Workfront Classic should have automatically moved to your left navigation on the same page in the new experience. Let me know if you have any other questions or feedback while using this Beta. Hopefully you can start testing this custom section functionality during the Beta. Josh Boston Workfront
Feedback - New Page Headers I like how the new headers are shaping up in the New Experience. I wanted to include feedback that I have also submitted via the Help > Send Feedback option in Preview:
In the header, display field names in bold font (ex. Percent Complete, Assignments, Planned Completion Date, and Status) to make them stand out a little more.
Give System Admin the ability to control the placement and visibility of fields in the header.
For example, we would not want to display Assignments in the Header. In the layout template, let us determine which fields we would want displayed. Additionally, we would want the Planned Completion Date to be the 1st field (just prior to Percent Complete), give us the flexibility to control the order of the fields.
Give System Admin the ability to include Custom Fields in the header.
For example, we have created a Custom Field that we use called "Go-Live Date". It would be nice if we could display this field in the header instead of the Assignments field.
I understand the need to give space back by making the headers more compact, so work done in this area is appreciated! 🙂
However, one thing that would be nice would be to give system admin the ability to set an option on the layout templates to display a single gantt bar in the project header that shows the project planned start/finish dates, milestones for the project, and a today line. If you hover over any of the milestones, the associated milestone dates would display. Give additional flexibility to the users to hide/show the gantt. This would accomplish a few things: 1) eye-catcher that milestones were set, 2) where the project is overall, relative to current date and milestones, and 3) quick way to see milestone dates using hover-over.
Ensure that the headers are fixed regardless of what tab you are on for a project. For example, the header and column headings are fixed on the Task tab which is great! But, can the header be fixed on the Updates tab so it doesn't scroll out of view?
Give system admin the ability to set the color codes for the Project, Task, and Issue button/icon that display in the header either system-wide or by Group.
Admin Kelly-Wehrmann SSFCU
Feedback for Combined Details tab (Overview and Custom Forms): 1. I like the look/feel of the Details tab, especially since Overview and Custom form data is combined in one place. I also like how things are grouped in sections, however, the sections take up a lot of white space, especially relative to the contents of the section. Is it possible to decrease the overall size of each section by including more columns within the section and decreasing the white space? For example, In Project Details > Project Dates section, under Schedule Mode combine Date fields into 2 rows instead of 3. Planned Start Date | Projected Start Date | Actual Start Date Planned Finish Date | Projected Finish Date | Actual Finish Date 2. On the Details tab would it be possible to have the option to display Sections used within the Custom Form collapsed? Some custom forms contain numerous sections that are applicable to different users for different reasons. It would eliminate a lot of scrolling if all the sections within each custom form could be collapsed by Section Name and then give the user the option to expand only a specific section within the custom form or all. 3. It would be helpful for system admin in the layout templates if the list of available fields to include on the Details tab were grouped under the heading of the section that they appear in on the Details tab. Not sure if this is possible, but it would be extremely helpful. 4. For Users, will Details and Custom Forms be combined into a single view, similar to Projects, Tasks, and Issues? Will it be configurable in Layout Templates? Admin Kelly-Wehrmann SSFCU
Per @Admin Kelly-Wehrmann I agree that there is too much white space. Yes, it makes the UI look clean, but it is not as practical for users who have to wade through data all day. The less scrolling they have to do, the better. David Cornwell