Project enhancements

FeatureRelease dates

Predecessor details now available

To view the details of a task's predecessors, you can now hover over the predecessor number in the Predecessors column. The details box displays the predecessor task and project being referenced, planned start and end dates for the predecessor task, and the predecessor task's number of predecessors and successors. You can expand the project details to see more information about the project. Additional information is included for cross-project predecessors.

Available on these dates:

  • Preview release: September 9, 2022

  • Production release: With the 22.4 release

Assign multiple teams to a task or issue

To give you much more flexibility in the way you manage tasks and issues, we have made it possible to assign multiple teams to a task or issue. Previously, only one team could be assigned to a task or issue.

Note: This functionality is not currently available in the Workload Balancer in the Teams area.

Available on these dates:

  • Preview release: September 2, 2022

  • Production release: With the 22.4 release

Smart user selection for project roles in the Edit and Details areas

We have improved the way users display when you add them to the Project Owner, Project Sponsor, and Resource Manager project fields from the Edit box and the Details section of the project.

Now, when you add a user to any of these fields in the Edit or Details areas, in addition to their name and avatar, their Primary Role and their email also display. This helps distinguish between multiple users with similar or identical names.

NOTE: Additional user fields for projects, tasks, and issues will be updated with this functionality in future releases.

Available on these dates:

  • Preview release: August 25, 2022

  • Production release: With the 22.4 release

Calculated date fields are always saved based on Coordinated Universal Time (UTC)

Now, you can be sure that all date functions in calculated fields work consistently and produce the same result for everyone, regardless of how a custom data expression is updated, or where users are collaborating on the object across the world.

All calculations are now calculated and saved by one standard— Coordinated Universal Time (UTC)—not by the time zone configurations set for your organization's instance and your individual user profile. However, calculations are displayed in a custom form based on each users' individual time zones set in their browser.

Previously, time settings in calculations caused confusion when they varied in these situations:

  • If someone recalculated a calculated field expression using "Update previous calculations" on the form builder, date function results were determined by UTC time zone of your organization.

  • If someone edited the object and that caused the calculated field expression to recalculate, date function results were determined by the user's local time zone. Calculated date field results in this scenario will also be calculated based on the UTC.

For more information, see Working across timezones.

Available on these dates:

  • Preview release: August 18, 2022

  • Production release: With the 22.4 release

New filter experience for projects, tasks, and issues (Beta)

Filtering in project, task, and issue lists has been redesigned to help you create and share filters quickly. Features include:

  • An intuitive "beta builder" interface for creating a new filter

  • The ability to mark a filter as a favorite

  • Filter stacking (applying more than one saved filter)

  • Duplicating filters

  • Sharing filters

  • Removing filters shared with you

The new filter experience is also available in timesheet lists and the Scenario Planner.

Text mode remains available for advanced filter editing, and system administrators can still assign default filters for all users through the layout templates.

Available on these dates:

  • Preview release: July 21, 2022

  • Production release: August 4, 2022

Custom Form enhancements: Adobe XD and the Quick Filter

Based on your feedback, we've introduced the following enhancements to improve your experience when managing custom forms:

  1. Add an Adobe XD file to make a custom form more visual and informative. When the form is attached to an object, users who work with the object can view and interact with the XD file from within the form.
  2. Use the Quick Filter to easily locate items in the modernized custom forms and fields list. Also enjoy an improved look and feel while managing your forms and fields.

Available on these dates:

  • Preview release: August 4, 2022

  • Production release: August 11, 2022

Agile enhancements

FeatureRelease dates

Intake column available on boards

You can now add an intake column to a board. This column automatically pulls in tasks and issues to the board as they are added in Workfront, based on filters that you define.

The intake column can serve as a backlog column for a Kanban team, an intake location for a support team to see issues as they are added to a request queue, or any other purpose you need.

Only one intake column is permitted on a board.

Available on these dates:

  • Preview release: September 8, 2022

  • Production release for early opt-in: September 15, 2022

    Production release for all customers: With the 22.4 release

Updated filter panel in boards

The filter and search icons on a board have been moved to the left of the screen. When you click the filter icon, a panel opens on the left to display all of the filter options.

Previously, the filters were displayed in a drop-down on the right side of the board.

Available on these dates:

  • Preview release: September 8, 2022

  • Production release for early opt-in: September 15, 2022

    Production release for all customers: With the 22.4 release

Use groups on a board to create swimlanes

You can now group cards on a board by assignee or by tag. When you select an option to group by, the cards appear in a swimlane format. Unassigned cards or cards without tags appear in their own swimlane.

You can also define what happens when a card is moved from one group to another. The assignee or tag in the group the card is moved to can be added to the existing assignees/tags, or override the other assignees/tags on the card.

Any cards in the intake column are not included in a group.

Available on these dates:

  • Preview release: September 9, 2022

  • Production release: With the 22.4 release

Enhancements to checklist items on boards

Opening a checklist item on a card now allows you to add more detailed information about the item, including a description, due date, assignees, and estimation. You can also copy a checklist item, which was not available previously.

Available on these dates:

  • Preview release: August 17, 2022

  • Production release for early opt-in: August 25, 2022

    Production release for all customers: With the 22.4 release

Add a team to a board or card

You can now add a team as a member of the board. The individual team members are no longer added when you add a team to the board, though all of the team members have access to the board.

After you add the team to the board, you can assign the team to cards. On connected cards, only one team assignment is allowed. On ad hoc cards, you can assign more than one team.

Available on these dates:

  • Preview release: August 4, 2022

  • Production release for early opt-in: August 11, 2022

    Production release for all customers: With the 22.4 release

Work In Progress limit now available on board columns

You can now set a Work In Progress (WIP) limit for any column on a board. When you enable a WIP limit, a counter appears on the column with the current number of cards and the limit. The counter turns red if the column contains more cards than the limit. This is simply a visual warning and you are not stopped from adding more cards than the limit.

Available on these dates:

  • Preview release: July 22, 2022

  • Production release for early opt-in: July 28, 2022

    Production release for all customers: With the 22.4 release

Estimation field added to cards

A new Estimation field on both ad hoc and connected cards allows you to enter the estimated number of hours for the card to be completed. This is a manual entry, not a calculated value, and the value can't be more than 99. The estimate is displayed on the card on the board and in the card details.

Available on these dates:

  • Preview release: July 22, 2022

  • Production release for early opt-in: July 28, 2022

    Production release for all customers: With the 22.4 release

Resource Management enhancements

FeatureRelease dates

Show all users for the Workload Balancer of a project

To allow you to have visibility into all users in the system and their capacity without leaving the Workload Balancer of a project, we have added a "Show all users" option. When enabled, the project's Workload Balancer displays all the users in the system in the Assigned Work area. With this enhancement, you can easily identify who needs to be assigned to work listed in the Unassigned Work area.

Available on these dates:

  • Preview release: September 8, 2022

  • Production release: With the 22.4 release

Show all users with a selected job role in the Workload Balancer when assigning work in bulk

To make it easier to find the right person when replacing job roles with users in the Workload Balancer in bulk, we have improved the way the list of available users populates. Now, you can view all users in the system that can fulfill the selected role in two separate areas in the same list of users:

  • The first area (Suggested Assignments) displays users identified by the Smart Assignments logic.

  • The second area (Other Assignments) displays all users that can fulfill the selected role.

Prior to this enhancement, you could view only the list of users available for assigning according to the Smart Assignments logic.

Available on these dates:

  • Preview release: September 8, 2022

  • Production release: With the 22.4 release

Workload Balancer enhancements for Work-license users and Issue settings

The following enhancements have been added to the Workload Balancer, in preparation for the deprecation of the Scheduling tools:

  • Work-license users can now adjust allocations when using the Workload Balancer of a project

  • Issues display in the Unassigned Work area when enabling the "Include hours from issues" setting.

Prior to these enhancements, only Plan-license users could adjust user allocations and issues displayed only in the Assigned Work area.

Available on these dates:

  • Preview release: August 25, 2022

  • Production release: With the 22.4 release