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September 2015 Documentation Updates

Overview

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

Section

Change

Article Status

Availability

Event Notifications

Organized information related to Event Notifications. Made all related information available from this page.

Updated

Sept 29, 2015

Creating New Users

Added information explaining that the option to 'Send an invite email to this person' can be overridden by the system administrator.

Updated

Sept 29, 2015

Creating Ad Hoc Work Items

Updated information to include information about creating issues in addition to tasks. Also improved flow and readability.

Updated

Sept 24, 2015

Updating Task Status

Updated information to improve flow and readability.

Updated

Sept 24, 2015

Managing the Backlog

Added information explaining the 'Unplanned' and 'All' tabs.

Updated

Sept 24, 2015

Referencing Custom Forms in a Report

Added information explaining how to reference custom forms in a report. This includes both referencing the content of custom forms, and information about the custom forms themselves.

New

Sept 24, 2015

Modifying User Assignments for Multiple Tasks and Modifying User Assignments for Multiple Issues

Added information explaining how to quickly reassign multiple tasks or issues from one user or role to another.

Updated

Sept 24, 2015

Creating New Users

Added a section describing how to create a new user based on an existing user.

Updated

Sept 21, 2015

"Creating a New Custom Form Based on an Existing Custom Form"in Creating Custom Forms

Added information explaining how to create a new custom form based on an existing custom form.

Updated

Sept 17, 2015

Approving Work

Updated information to improve flow and readability.

Updated

Sept 16, 2015

Planned Completion Date

Added information explaining what the Plan Completion Date is, how it can be set, and how it affects the task.

New

Sept 16, 2015

"Removing Fields from a Custom Form without Losing Data" in Managing Custom Forms

Added information explaining how to remove fields from a custom form while retaining important historical data.

Updated

Sept 15, 2015

Logging Outlook Calendar Data in Workfront

Added information explaining how to log hours against specific projects, tasks, and issues.

Updated

Sept 11, 2015

Configuring Your Firewall

Added a list of IP addresses that need to be allowed through your firewall (if you have configured your firewall or mail server in such a way as to allow access only to specific vendors)

New

Sept 10, 2015

Viewing Issues on a Project

Updated information to improve flow and readability.

Updated

Sept 8, 2015

Creating Subtasks

Enhanced information to include more detailed information about how to create subtasks both from the task list and from the task details page.

Updated

Sept 8, 2015

Importing New Users

Updated information to improve flow and readability.

Updated

Sept 4, 2015

Creating New Users

Added information explaining individual fields. Also updated information to improve flow and readability.

Updated

Sept 4, 2015

Saving a Project as a Template

Organized information to improve flow and readability.

Updated

Sept 3, 2015

Editing a Template

Organized information to improve flow and readability.

Updated

Sept 3, 2015

"Silently Installing the Add-In" in Setting Up the Workfront Outlook Add-In

Added information about how to silently install the Workfront Outlook Add-In.

Updated

Sept 3, 2015

Changing the Default Currency for a Project

Updated information to make it more clear and accurate.

Updated

Sept 2, 2015

Viewing Financial Data in a Report in a Different Currency

Added information explaining how to view financial data in a report in a currency other than the default currency.

New

Sept 2, 2015

Setting Up Exchange Rates

Updated information to make it more accurate and clear.

Updated

Sept 2, 2015

Granting Administrator Access to Users

Added information explaining how to grant full system administrator access to users.

New

Sept 1, 2015