Fourth Quarter 2023 Home enhancements

Last update: October 18, 2024

CREATED FOR:

  • User

This page describes all Home enhancements made with the Fourth Quarter 2023 release to the Preview environment. These enhancements were made available in the Production environment with the 23.10 release.

For a list of all changes available at this point in the Fourth Quarter 2023 release cycle, see Fourth Quarter 2023 release overview.

Delegate work button for Project, Task and Issue widgets

A commonly requested feature of the old home page, we’ve now added a delegate button to the My Work, My Tasks, and My Issues widgets so that you can easily delegate work when you’re out of the office. In the delegate menu, which functions identically to the way it did prior to New Home, you can select to whom and for how long you’d like to delegate your stories and issues. Note that work delegation must be enabled in your Workfront environment for the button to appear.

For more information on delegating in Workfront, see Manage task and issue delegation.

New Boards widget for New Home

In a major new addition to the work management options available in New Home, you can now display a board on your home page! With the Boards widget, you can choose to display an existing board, or create a brand new one within the widget. Then you’re free to use the full capabilities of your board—create and move cards, add columns, and more—all without leaving your home page.

New Contributor default landing page: New Home

New Home is now the default landing page for Contributor/Requestor accounts. This new default home page includes a number of widgets specifically selected to best enable Contributors to manage their work right away. Upon their first visit to the page, Contributors will also be instructed on using New Home and the specific widgets available by default in a customized walkthrough. These default widgets for Contributors are: My Requests, Mentions, My approval, and Boards. Note that if a layout with a custom home page is currently being used by a contributor account, it will remain their home page.

Changes to work tracking in New Home

Based on user feedback, we have removed the page-wide time range filter and summary bar that tallied tasks due and completed. Project, Task, and Issue widgets each have built-in filtering features allowing you to customize their scope on an individual basis. Additionally, these widgets will now only include content that is currently active based on status, ensuring the work they track is always relevant. We’ve also limited which widgets display item-count bubbles to those where it is most useful: My Work, Mentions, My approval, and To-dos.

New quick action buttons for the My Work widget

Further expanding your ability to manage work directly from New Home, new quick action buttons have been added to the My Work widget. Found on each project, task, issue, or request in the widget, these new buttons allow you to quickly open the summary pane, upload files, edit custom forms, create an update, and log time without leaving your New Home page—as well as a larger Work On It/Done button.

New filter options for New Home

New filter options are now available for the My Work widget in New Home. Options include filters for object types (tasks, issues, and requests) and statuses (not ready, ready to start, working on, and completed).

Custom terminology support for New Home

To better meet the unique needs of organizations, New Home now utilizes custom terminology for objects as defined in an instance’s layout templates. For example, if “Project” objects have been relabeled as “Campaigns” in your Workfront instance, the My Projects widget will instead display as My Campaigns in New Home.

Change to New Home default widget set

The To-dos widget, which requires permission to create tasks, is now only present in the default widget set for users with the Standard, Plan, or Work license types. Additionally, the widget has been automatically removed from the Home pages of users with all other license types.

Try New Home button removed for accounts that have disabled New Home

The Try New Home button is no longer present for accounts where New Home has been disabled. New Home must be re-enabled by the system administrator before individual users can use the button to try New Home.

Previous page2023 Q4 Financial Management enhancements
Next page2023 Q4 Integration enhancements

Workfront