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MarlaDr
Level 4
July 24, 2023
Solved

New Home Experience - To Do List

  • July 24, 2023
  • 1 reply
  • 3040 views

With the new home experience, some of my worker licensed users tried to use the 'to-do' widget. It lets them put the widget on the home page but will not let them add an actual item. In the release notes it mentions that some widgets are only available to certain licenses, but I couldn't find documentation to tell me which widgets are available for which license types. Does anyone know or can you point me where to find this information?

 

Also is it expected behavior to have these to-do items show on the timesheet? We wouldn't want our users to log to self-imposed to-do items. We want them to log to a task, project or even a general hour type.

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    Best answer by KathyPal

    @madalyn_destafney @kathypal .

     

    The To-do's are currently tied to personal tasks.  So they should show up in your fName lName's Tasks Project.  Perhaps knowing that can help you in your troubleshooting effort Kathy.  Also I am able to replicate some of this disappearing act issue you are seeing.  The personal tasks show up in the recent list and they look like they are attached to my Ewan Hruska's Tasks and yet they do not show up in the Task List. Is this your experience Kathy?

     

    Thank you for highlighting this. 


    Hi, Thanks for your response.  I worked with customer support on this and what we discovered was, what is reflected in yourTo Do List is driven by the filter in the top left of your dashboard. (day, week, or month). If you switch this filter to the Month option, you will see everything you entered that is due in the current month. (not one month out). The issue with that is if it's the 30th of the month and you have a task due on the first of the following month, it won't show up until that day it's due. Nor do we have visibility into everything else that is due at a later date in order to verify we actually remembered to add it to our To Do List.  I put an idea in the Idea Exchange asking if the To Do List widget can display everything we add regardless of the deadline date we assign to it, and without being dictated by the filter currently at the top left of the Home Page. OR to add it's own separate filter so we control how far out we want to see our items.  It just needs some votes!  Hope this helps. 

     

    1 reply

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    July 24, 2023

    So you're saying they are missing this button in the widget to add an item?

    If you have the To-Dos widget, you should be able to add items there. If they're not seeing that, I'd report to WF. Here is documentation on what Reviewers see with the new Home: https://experienceleague.adobe.com/docs/workfront/using/basics/home/use-home-area/home-for-reviewers.html?lang=en

    And here is an overview of the new Home: https://experienceleague.adobe.com/docs/workfront/using/basics/home/new-home/get-started-with-new-home.html?lang=en 

     

    If this helped you, please mark correct to help others : )
    K
    KathyPal
    Level 4
    July 26, 2023

    Hi Madalyn, 

    I'm able to add To Do List items but as soon as I click out of the Home page or refresh it, everything disappears.  I've tried re-adding everything several times.  Is this a know bug or am I the only one experiencing this? 

    Thanks

    Kathy

    K
    KathyPalAccepted solution
    Level 4
    August 1, 2023

    @madalyn_destafney @kathypal .

     

    The To-do's are currently tied to personal tasks.  So they should show up in your fName lName's Tasks Project.  Perhaps knowing that can help you in your troubleshooting effort Kathy.  Also I am able to replicate some of this disappearing act issue you are seeing.  The personal tasks show up in the recent list and they look like they are attached to my Ewan Hruska's Tasks and yet they do not show up in the Task List. Is this your experience Kathy?

     

    Thank you for highlighting this. 


    Hi, Thanks for your response.  I worked with customer support on this and what we discovered was, what is reflected in yourTo Do List is driven by the filter in the top left of your dashboard. (day, week, or month). If you switch this filter to the Month option, you will see everything you entered that is due in the current month. (not one month out). The issue with that is if it's the 30th of the month and you have a task due on the first of the following month, it won't show up until that day it's due. Nor do we have visibility into everything else that is due at a later date in order to verify we actually remembered to add it to our To Do List.  I put an idea in the Idea Exchange asking if the To Do List widget can display everything we add regardless of the deadline date we assign to it, and without being dictated by the filter currently at the top left of the Home Page. OR to add it's own separate filter so we control how far out we want to see our items.  It just needs some votes!  Hope this helps. 

     

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