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September 2015 Release Activity

Overview

The changes described in this section will soon be made Generally Available (GA), or will be released to the Early Access (EA) or Preview Sandbox (PrS) environments. (Changes might also include functionality that is currently available in the PrS or EA environments and is scheduled to release to GA sometime in the future.)

Generally Available on October 3

The following features will be made generally available on October 3.

  • Issue Fix: Modify Labels and Values for Fields on a Custom Form
  • Print a Dashboard
  • Multiple Custom Forms
  • API Support for Multiple Custom Forms
  • Timesheets on the 'All Timesheets' Tab Are Not Displayed by Default
  • Timestamps on Reports Include the Timezone
  • Timestamps Available on Dashboards
  • Prevent Users from Storing Documents in Workfront
  • Outlook Integration Enhancements

Available For Preview on September 26

Features are typically available for preview in the Preview Sandbox for 1 - 2 weeks, and then available in the Early Access environment for another 4 weeks.

Click the links below for more detail and to see specific timelines:

  • Issue Fix: Modify Labels and Values for Fields on a Custom Form
  • Print a Dashboard
  • Add Multiple Custom Forms to Templates
  • Apply Gantt Charts to Task Reports and Dashboards
  • Link Folders to Third-Party Document Applications
  • (Action Required) My Work and Team Views Are Changing
  • Modify the Layout of the My Work Area to Display Commit Date or Planned Completion Date
  • More Intuitive Way to Create Tasks in the My Work Area
  • Number Counts Are Displayed on Issues Tab
  • Security: Require a reCAPTCHA Response When Creating and Modifying Email Addresses
  • Save Changes to a Report While Editing

 

Feature / Change

Explanation

Availability

New This Month (Prioritized by GA Release Date)

Timesheets on the 'All Timesheets' Tab Are Not Displayed by Default

To improve performance, timesheets on the 'All Timesheets' tab are no longer displayed by default. 

For more information, see "Overview of Timesheets in Workfront."

GA: Oct 3

Issue Fix: Modify Labels and Values for Fields on a Custom Form 

Now when you modify a custom form and change any labels or label values for fields, the change is displayed correctly on all lists and on the 'Custom Forms' area on an object's Details tab. Previously, changes were not always being reflected properly.

For more information about modifying a custom form, see "Modifying an Existing Custom Form" in "Managing Custom Forms."

PrS: Sept 26

GA: Oct 3

Print a Dashboard

You can now print a dashboard.

For more information, see "Printing Dashboards."

PrS: Sept 26

GA: Oct 3

Add Multiple Custom Forms to Templates

You can now add multiple custom forms to templates.

For more information, see "Creating and Modifying Templates" and "Attaching a Template to a Project."

PrS: Sept 26

GA: Oct 3

Apply Gantt Charts to Task Reports and Dashboards

In addition to displaying Gantt charts on task lists in projects, you can now apply Gantt charts to task reports and dashboards.

For more information, see "Creating a Report" and "Creating Dashboards."

For more information about using the Gantt chart, see  "Working with the Gantt Chart."

 

PrS: Sept 26

EA: Oct 3

GA: Oct 31

Improved Documents Area (Continued)

You can now link folders between Workfront and a third-party document provider. (Previously, you could link only individual documents.)

For more information, see "Linking Folders" in "Linking Documents between Workfront and a Third-Party Application"

PrS: Sept 26

EA: Oct 3

GA: Oct 31

(Action Required) My Work and Team Views Are Changing

If alternate views for tasks or issues in the My Work area within your Workfront environment were created using Portal Profiles (the precursor to Layout Templates), you must re-create the views using a modern layout template, and then re-apply them.

If you do not re-create and re-apply the views, your current views will be replaced with the default layout template in your production environment on November 14, 2015.

To ensure that users in your system are not affected, re-create your old views and re-apply them to each team or user that is using a custom view, as described in "Customizing the My Work Area" in "Creating and Managing Layout Templates."

PrS: Sept 26

*EA: Oct 3

GA: Nov 14

Modify the Layout Template of the Working On Tab to Display Commit Date or Planned Completion Date

System administrators can now choose whether the Commit Date or Planned Completion Date is used for Tasks and Issues that are displayed on the Working On tab (in the My Work area). Prior to this change, only the Commit date could be used.

IMPORTANT: If you have configured legacy views for a team within Team Settings (as described in "Edit Team Settings"), you must re-create the view.

For more information, see "Customizing the My Work Area" in "Creating and Managing Layout Templates."

Each Task or Issue that is displayed on the Working On tab (in the My Work area) now shows either the Commit Date or the Planned Completion Date, depending on how the system administrator has configured the layout template. 

For more information, see "Organizing Work on the My Work Page."

PrS: Sept 26

EA: Oct 3

GA: Oct 31

More Intuitive Way to Create Tasks in the My Work Area

Now the button to create a task in the My Work area is more prominent and includes the text "New Task."

For more information, see "Creating Ad Hoc Work Items."

PrS: Sept 26

*EA: Oct 3

GA: Dec 5

Number Counts Are Displayed on Issues Tab

When viewing a project, Task, or iteration, a counter is now displayed on the 'Issues' tab, indicating the number of open issues associated with the project, task, or iteration. When viewing the 'Issues' tab, a counter is displayed on the 'Open Issues,' 'Completed Issues,' and 'All Issues' sub-tabs.

Similarly, when viewing a task, a counter is displayed on the Issues tab.

For more information, see "Viewing Issues."

PrS: Sept 26

EA: Oct 3

GA: Oct 31

Security: Require a reCAPTCHA Response When Creating and Modifying Email Addresses

Workfront now requires that users enter a reCAPTCHA response after attempting 3 times to create an email addresses that already exists in the system within a 10-minute window. 

For more information, see "Creating New Users."

PrS: Sept 26

EA: Oct 3

GA: Oct 31

Save Changes to a Report While Editing

You can now save changes to a report while continuing to edit the report.

Previously, you were required to close the report builder in order to save your changes.

For more information, see "Creating a Report."

PrS: Sept 26

EA: Oct 3

GA: Oct 31

Currently in EA (Prioritized by GA Release Date)

Multiple Custom Forms

Workfront now enables you to apply multiple custom forms to a given object, allowing you to make fields available to some users and not to others, or allowing you to better meet the form requirements of multiple projects.

In addition to the links above, also see "Creating Custom Forms" and "Managing Custom Forms."

GA: Oct 3

API Support for Multiple Custom Forms

You can now leverage features related to multiple custom forms via the Workfront API.

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

Timestamps on Reports Include the Time Zone

When viewing reports (generated reports and exported reports), users can now see the time zone next to the date and time when the report was generated or exported.

The time zone is shown in the time zone of the user who generated or exported the report.

For more information, see "Running Reports" and "Exporting Data."

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

Timestamps Available on Dashboards

When viewing dashboards, the date, time, and time zone are now displayed.

The time zone is shown in the time zone of the user who generated the dashboard.

For more information, see "Exporting Data" and "Creating Dashboards."

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

Prevent Users from Storing Documents in Workfront

Now you can prevent users from storing documents in Workfront.

You can restrict any document from being added to Workfront (as described in "Preventing Documents from Being Stored in Workfront"), or you can allow users to only link documents via Workfront to a third-party application (as described in "Configuring Workfront to Store Documents Only in Linked Third-Party Applications" in "Configuring Document Integrations").

 

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

Improved Documents Area

The Documents area contains the following improvements:

  • Improved method for adding documents (Add Documents dialog box)

    Includes the ability to add multiple documents from different sources (such as from the file system on your workstation or from a third-party application), and view and manage those documents before uploading to Workfront

    For more information, see "Adding Documents to Workfront" and "Linking Documents between Workfront and a Third-Party Application"
     

  • Link existing documents from Workfront to a third-party application directly from the documents list. (Previously, you had to first navigate to the documentation details page.) (This feature will go directly to General Availability on Aug 1.)

  • Improved preview window for viewing documents

    For more information, see "Previewing Documents."

  • Clicking a document name now opens the document (previously, it opened the document details page)

  • Updated folder icons

  • Improved Performance

PrS: Aug 1

* EA: Aug 8

GA: Oct 31

Outlook Integration Enhancements (Continued)

The Workfront Outlook Add-In contains the following enhancements:​

  • Tasks and issues that have a due date and that are assigned to you are displayed in your Outlook calendar on the date that they are due. Tasks and issues with no due date are displayed in your calendar under the current day.

    For more information, see "Viewing Workfront Data in Outlook."

  • Create and log meeting notes in projects, tasks, or issues in Workfront, directly from Outlook. Notes appear in the form of status updates.

    For more information, see "Logging Meeting Notes in Workfront" in "Logging Outlook Calendar Data in Workfront."Create and log hours against tasks in Workfront, directly from Outlook.


  • For more information, see "Logging Meeting Hours in Workfront" in "Logging Outlook Calendar Data in Workfront."

EA: Aug 29 (Link is available for download)

GA:​ Oct 3 (All users are auto-updated)

 

 

Preview Sandbox

The Preview Sandbox (PrS) is available to all system administrators and any other users as defined by the system administrator. (For more information about the Preview Sandbox, see "Preview Sandbox Testing Environment.") This is the first opportunity that users in your organization have to review a feature before it is made available to Early Access environments and then made generally available.

Early Access

The Early Access (EA) environment is available to all system administrators and any other users as defined by the system administrator. (For information about how to configure Early Access settings, see "Configuring System Preferences.") Most features made available in Early Access were previously available in the Preview Sandbox.

* In the chart above indicates a lengthened EA release cycle in order to provide you with more time to become familiar with the feature.

General Availability

General Availability (GA) is when features are available to all Workfront users. Neither system administrators nor users can opt out of features in General Availability. Most features made generally available were previously available in the Preview Sandbox and Early Access environments.