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February 2016 Documentation Updates

This section describes changes that were made to the Workfront documentation in January of 2016 based on features that are generally available (available to all Workfront customers).

 

Section

Change

Article Status

Effective Date

Importing New Users

Added information explaining that no extra spaces can exist before or after a user's email address when using the import file.

Updated 

Feb 29, 2016

Creating an Agile Story

Added information explaining the Parent Task option when creating an agile story.

Updated

Feb 24, 2016

"Understanding What Type of Work Activity Triggers a Notification" in Using In-App Notifications

Added actions to the list of actions that trigger in-app notifications. Also organized actions into separate categories.

Updated

Feb 24, 2016

Using the Agile Story Board

Added detailed information about how to use the agile story board.

New

Feb 19, 2016

Using the Agile Burndown Chart

Added detailed information about how to use the agile burndown chart.

New

Feb 19, 2016

Creating and Managing Agile Iterations

Removed detailed information about the agile burndown chart and agile story board.

Updated

Feb 19, 2016

Configuring Your Firewall

Added that another purpose for creating a whitelist is when creating custom document integrations with document webhooks

Updated

Feb 18, 2016

Creating Requests in Outlook

Removed section about converting an email to a task and created the following article: "Converting an Email to a Workfront Task."

Updated / New

Feb 17, 2016

Printing Dashboards

Removed the following note:

"The printed version of the dashboard layout might change slightly in order to prevent any window on the dashboard that fits on a single page from spanning multiple pages."

Because of printing issues resulting from this functionality, dashboard printing has been changed so that windows now span multiple pages.

 

Updated

Feb 17, 2016

Configuring System Security Preferences

Updated screen shot to better indicate that not all users should be included in the Early Access program.

Updated

Feb 17, 2016

Maintaining the SAML 2.0 Connection in Workfront

Added information explaining the steps required for updating your SAML 2.0 connection when Workfront updates the SAML 2.0 certificate. These steps are required only if you are using SAML 2.0 with Workfront.

Updated

Feb 2, 2016

Establishing Approval Settings

Added information explaining how administrators can disable the ability for users to delegate approval requests.

Updated

Feb 2, 2016

Create a Project Using a Template

Added information explaining that when you create a project using a template, if a field is already populated within the template, the field is pre-populated in the 'Create Project from Template' dialog box.

Updated

Feb 1, 2016

Attach a Template to a Project

Clarified that when attaching a template to a project, any shared custom fields that are already populated in the project are pre-populated when attaching the template. 

Prior to this change, it was documented that only required fields were pre-populated.

Updated

Feb 1, 2016