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August 2015 Documentation Updates

Overview

This section describes changes that were made to the Workfront documentation in August of 2015 based on features that are generally available (available to all Workfront customers).

Section

Change

Article Status

Availability

"Downloading and Installing the Add-In"in Setting Up the Workfront Outlook Add-In

Updated download link to version 4.0.0.

Updated

Aug 28, 2015

Configuring Email Notifications

Changed title from 'Personal Notifications' in order to clarify what the intended task. Also updated content to be more clear and to improve flow and readability.

Updated

Aug 27, 2015

Allowing Emails from the Workfront Application

Added information describing which IP addresses to add to the whitelist in order to allow communications sent from the Workfront application.

New

Aug 27, 2015

Single Sign-On in Workfront

Added additional IP addresses that must be added to the whitelist in order for SSO to function properly.

Updated

Aug 27, 2015

Creating a Matrix Report

Added information describing how to create a matrix report.

New

Aug 26, 2015

Creating a Report

Added information describing the advanced options when adding columns.

Updated

Aug 26, 2015

Creating a Portfolio

Added information describing each option when making changes in the 'Portfolio Details' tab.

Updated

Aug 26, 2015

Managing Document Versions

Added information describing how to view and download previous document versions.

New

Aug 24, 2015

Customer Info

Included additional information about each field.

Updated

Aug 21, 2015

Modifying Column Widths

Removed information about how to resize column widths by using text mode. This information is no longer necessary because Workfront allows you to resize columns with a simple drag-and-drop action.

Updated

Aug 21, 2015

Sharing Reports

Added information describing how to adjust the level of access when sharing.

Updated

Aug 19, 2015

Enabling Users to Email into a Project

Added information explaining how to configure a project to allows users to add issues via email.

New

Aug 13, 2015

Creating Custom Expense Types

Added information describing how to modify custom expense types.

Also updated existing content to improve flow and readability.

Updated

Aug 13, 2015

Managing Expenses

Updated article to improve flow and readability.

Updated

Aug 13, 2015

Work Requests

Clarified how the Handoff Date affects the 'I Can Start On' filter.

Updated

Aug 13, 2015

Understanding Email Setup Fields

Removed article and created the following articles: 

  • "Configuring Outgoing Emails"

  • "Allowing Users to Reply to Email Notifications"

Updated the information to improve flow and readability.

New

Aug 11, 2015

Creating and Managing Dashboards

Updated article to improve flow and readability.

Updated

Aug 10, 2015

Exporting Data

Updated article to improve flow and readability.

Updated

Aug 10, 2015

Custom Refresh Sandbox Testing Environment

Clarified that selecting a new refresh date does not necessarily mean that the sandbox is refreshed on that date. Rather, the sandbox is placed in a queue to be refreshed.

Updated

Aug 7, 2015

Workfront Testing Environments, Preview Sandbox Testing Environment, and Custom Refresh Sandbox Testing Environment

Clarified the differences between the Preview Sandbox and Custom Refresh Sandbox environments

Updated

Aug 7, 2015

Troubleshooting the Workfront Outlook Add-In

Added information explaining how to troubleshoot the Workfront Outlook Add-In by using the System Info Retriever tool.

New

Aug 5, 2015

"Creating a Predecessor"in Creating a Predecessor Relationship on the Task List

Updated article to make the process of creating a predecessor more clear.

Updated

Aug 5, 2015

Checking Out Documents

Added information explaining how to check out and check in documents, as well as what actions can and cannot be performed on a document when it is checked out.

New

Aug 4, 2015

"Creating New Stories on the Backlog" in Managing the Backlog

Added information explaining how to create stories on the backlog by either creating a new story, or by assigning a task to an agile team.

Updated

Aug 3, 2015

Troubleshooting the Workfront Outlook Add-In

Added troubleshooting information related to the Workfront Outlook Add-In.

New

Aug 3, 2015

Work Requests

Clarified that the 'I Can Start On' filter is affected by the Handoff Date in addition to the Projected Start Date.

Updated

Aug 3, 2015