New experience when creating a project from a template
To make your use of Workfront consistent with the new Workfront experience, we have redesigned the interface for creating a project from template. The functionality for creating a project using a template has not changed. However, some of the improvements of this newly redesigned interface include the following:
- Preview template information before attaching it
- Add templates to a list of favorites during the project creation process
We have updated the interface for creating the project both when you create it from the Projects as well as from the Templates area.
For information, Create a project using a template.
New experience when attaching templates to projects
To make your use of Workfront consistent with the new Workfront experience, we have redesigned the interface for attaching a template to a project. The functionality for attaching a template has not changed. However, there are some of the improvements of this newly redesigned interface that include the following:
- Preview template information before attaching it
- Add templates to a list of favorites during the attachment process
- View all options for managing template and project settings in one continuous page
For information, see Attach a template to a project.
Unified duration and duration unit values for tasks
For a cleaner and more streamlined user experience, we have merged the value of the Duration field with the duration unit of time. Prior to this enhancement, the unit of time displayed in a separate drop-down field after the Duration field.
In addition to the Duration fields in the Task Details, Edit Tasks and New Task boxes, we are also updating the following fields to match this experience:
- Duration field when making advanced assignments
- Leveling Delay field when creating or editing a task
- Frequency field when creating a recurring task (available soon)
- Lag field when adding a predecessor (available soon)
For information, see Edit tasks.
Disable adding issues inline on projects
To ensure that users provide accurate information when adding issues to projects by completing an issue form, we have introduced a new setting that allows you to manage whether they can add issues to a project or its tasks inline. This setting is enabled by default in the new Issue Settings area of the Edit Project box. Disabling it dims the Add More Issues option in the Issues section of a project so users cannot add any more issues in the list. Users can still add issues to the projects by using the New Issue option in the Issues section or using a request queue if one is configured for the project.
For more information, see Edit projects.
Custom field display improvement for checkboxes and radio buttons
Viewing and selecting checkbox and radio button options in custom forms just became easier—a custom field with many checkbox or radio button options now displays in multiple columns across the page. Previously, they displayed in a single column, which required extra scrolling for users filling out the form.
This does depend on how you position the fields in the custom form—if you place another field in the same row with the checkbox or radio button field, the options might have only enough horizontal space to display in a single column.
For information about filling out a custom form, see Edit information in custom form fields.