This week we roll out our 20.3 release! You can find more information about the release on the new Product Release page, which includes downloadable content to share with your organization like the 20.3 Datasheet. Please reference the status.workfront.com page for the release timing for your instance. All functionality will be enabled by Friday, August 14th.
If you have questions that arise this week about any of the new features in the 2020.3 release, please comment below and I'll be sure to address them or get the right people here to respond.
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Hi Josh!
One of the biggest things my organization was looking forward to is being able to save a draft when making requests. However, I'm not able to see it on my instance when I go in to make a sample request. Is there something I need to enable in order to have this functionality?
Hi Sarah,
Thank you for the question. The save a request as a draft functionality was not released yet and we are working to get this available as soon as possible. Currently, we are estimating this to be available next week. We will communicate our status here in this community post but also in the release notes and Announcement Center message.
Hi Josh,
with this new rollout while I like having a the new view options for documents it is difficult to quickly check the updates on a document. You have to dig several layers to see updates or access a custom form that you have attached, Is there a setting that we can adjust to allow us to see the updates on the same screen as the documents?
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Hi Jodie,
Thank you for the feedback. The changes we've included here are part of bringing together a consistent experience between how you see and interact with a summary of your documents, projects and tasks. There isn't currently a way to see this information on one page. We will be exploring this further.
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Hi Josh,
I'm seeing the same as Sarah - no drafts! We sent out a communication to all of our users about this and they are very excited.
Also not seeing analytics? Anyone else missing this?
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Hi Sarah,
Yes, we are working to get draft requests available to all customers. I will update our status here later today with when we are targeting to have this available.
Analytics should be enabled for all enterprise and business plans. To see it, an admin can add that feature to a user's layout template in NWE or classic or an end user can land on the page by just amending their URL to have analytics at the end (example. ***.my.workfront.com/analytics).
if there are any issues, please reach out to joelpettigrew@workfront.com
Thank you!
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Hi All,
The 20.3 release is now available for all customers! As I mentioned earlier, there is one update that we have delayed enabling in your Workfront instance until next week. This is the new Draft area when creating requests and we plan to enable this next week. We will update the release notes and post here in this community thread with timing for when this is enabled. Please continue to ask your questions on this post that may arise and I can help ensure we provide an answer.
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Hi Josh,
Thank you for the updates! I agree that some of the changes will prove helpful. However, I will reiterate what Jodie mentioned about the updated Document Summary section, and add to it:
As you can see, most of the concerns center around the extra clicks and back-and-forth from the Project/Task/Issue screen and the Document Details screens. I am curious if these updates were in response to feedback that it would be more helpful to work within the Document Detail screen instead of in the Document Summary section? We just don't see this as a more efficient way to work.
Please let me know if you are hearing any similar feedback and if it would be possible to address some of these issues.
Thanks!
Thank you Frank for this great feedback, especially the detail you have provided. I have passed along this feedback to the Product Managers and User Experience designers for this new functionality for Documents in the new Workfront experience. They will be responding to this post to help answer your questions.
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Thank you for the quick response. It is greatly appreciated!
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I'd also like to learn how this evolves as my guys just reported exactly the same pain.
Thanks,
Imre
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Hi Frank
I'm part of the product team here at Workfront. Thank you so much for your detailed feedback, that is really helpful and provides the team with great insight
Before I respond to your specific questions, let me just preface this by saying that as part of our New Workfront Experience we are pushing to have a more consistent experience across the entire platform, which includes how you interact with Projects, Tasks, Issues and Documents. Therefore, some of our changes are a result of creating a more unified experience. That all said, I realise that some of these have changed the user interface. We definitely want to move to fewer clicks and not increase the time and knowledge needed to get to the relevant information within our system. I'm sorry if the latest changes has not produced the right experience for you and the team
Let me know if you have any further feedback. The team will be contact to discuss your questions in more detail
Thanks,
Etienne
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Just to comment the answer to point #2:
Sometimes the context is in peoples' mind or the user who wants to reply knows exactly what they reply and which part is that all about without the need to look into this (eg. a designer).
If you show the reply only in the updates it may appear for other users as it should be visible in the proof too, while that reply won't show up. I think this brings in some confusion.
Also a pring/export of the proof may miss this important information or reply...
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Hi Etienne,
I appreciate the response to these concerns and am glad to hear that there are considerations being made for some of them. We actually have set up dedicated consulting time to discuss the proof tool functionality. Your answer to #2 is helpful and will be something we can walk through during the consulting session.
Please keep us informed of any progress with any of the other items above.
Thanks!
Frank
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The new Draft area when creating requests is now available in production for both Workfront Classic and the new Workfront experience. This functionality was delayed from last week's release as we worked to ensure availability to all customers. If you have any questions or comments about this or other items in 20.3, please post here and I can help ensure we provide an answer.
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Hi- I notice with the new document summary window that for proofs, where it shows the proof status (SOCD), the final decision isn't shown. It used to show in the document details tab to the right of the document whether it was approved, approved with changes or changes required which was helpful for me and some others to see really quickly to know who I may need to follow up with about next steps. Now we need to click a few times to find the approval decision.
Is there a plan to bring that back?
Hi Janelle,
Yes this information along with other proofing capabilities are planned. Our UX team was running usability tests for this particular feature. If you would be interested to see our plan and provide feedback just let me know
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Hi Folks,
Fyi, I just spotted an "inserting parms through the API" edge case with the 20.3 release. I've raised a ticket with Support who are investigating, have designed a workaround, and pinged a couple of my technical colleagues with a heads up. In case this resonates for anyone else, though, I decided to also mention it here, too.
Regards,
Doug
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New Release has caused issues in our Documents and proofing process
I have a ticket in but wanted to let others know of this in case it is effecting them as well.
Today the new release hit our team and I have been fielding calls all day about it.
In the past if someone was not part of our automated proofing workflow and opened the proof they would be added to the workflow in a section at the end labelled Workfront. We adapted to that. BUT today when the new release hit, if anyone even accesses the document details or the proofing workflow but never opens the proof it now ads them to that stage at the end and emails them that they have a proof to review. This is a problem for us. The project manager will often look at the workflow or the details to see the status of the proof. We do not want them added to the proof because they need to be added to a later stage. This will require the proof owner to delete them out of that stage every time before adding the correct stage needed later.
Hoping they fix it since this negates all the progress we recently made on getting the proofing process to work for us. 😩
I completely agree with Tracy. As an admin I had to remove myself from several proofs that I never opened only because I looked at the Proof details to ensure that my report was pulling the correct data.
I could see this being an issue for project managers that are reviewing the status of approvals but not actually reviewing the proofs themselves.
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