Question
New WF Home - Week One Learnings
After our first week of testing, I thought I'd share some of the questions and learnings that have come up from my team and see if anyone else has items they think the rest of the community should know as well.
- Old Personal Tasks - I had a worried user that turned out to be putting information into the descriptions, and uploading documents on her personal tasks created through the old home UI. While those tasks do appear in the new To-dos widget, the description/documents were not accessible and she thought they'd been deleted. Her notes were right where she left them, and she just needed to know how to get to the actual personal project that holds them.
- Delegated Tasks/Issues - While you can delegate tasks and issues from the My Tasks or My Issues widget, items that have been delegated TO you do not appear there. At this time, the only place we've found them to appear is My Work. Neither widget has a marker for 'Delegated to/from _________', although the My Work widget does display that text. Unclear if bug or by design.
- Default filters/groups - On a specific widget is the same as setting a default filter in the List view for that object, and will apply that filter to all of WF for people with that Layout Template applied. On one hand, there IS a help-tip on both columns that does clearly say exactly that. On the other hand, configuring a menu called "Widget Settings" could be reasonably assumed to apply to the widget and not the entire platform. I had some apologizing to one of my teams to do after I found that one the hard way.
- Default Widgets - If you use layout templates to set default widgets, you are locking the users to always having those widgets but you are not preventing them from adding additional ones or changing their layout. I wound up reversing my design on that, and removing all default widgets for all layout templates. I don't want people stuck with clutter just because 70% of their teammates use it.
- Adding Columns to Task/Project/Issue widgets - You can do this via layout templates, though it's definitely a lot of manual updates. I'll be putting an Idea in shortly to have a way for admins to set some columns available across our instances.
- Filters with $$TODAY wildcards for dates - We have a simple set of filters like 'Planned Completion Date' earlier than $$TODAY for Overdue Tasks, Planned Completion Date equals $$TODAY, or 'in the next X days' etc. Some of them work, some return incorrect results and some appear to do nothing at all. So if you have processes that depend on filters like that, don't trust them in the widget yet. I'll be recording a video to raise a ticket today on that one. For us, 'due in the next 2 weeks' gets me things in mid-November but 'overdue' doesn't get me items due on the 1st of October.
- Edit: I think this may be related. If my guess is correct, the widgets don't know what $$TODAY is correct. To be fair, before coffee - I don't always either!
- https://experienceleaguecommunities.adobe.com/t5/workfront-questions/is-anyone-else-getting-an-overdue-icon-in-new-home-gt-my-work/td-p/711644
What have you and your teams learned so far?