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Fourth Quarter 2024 release activity for ÃÛ¶¹ÊÓƵ Workfront Planning

Last update: Wed Sep 11 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin
IMPORTANT
The information in this article refers to ÃÛ¶¹ÊÓƵ Workfront Planning, a new offering from ÃÛ¶¹ÊÓƵ Workfront.
You must purchase a Workfront Planning plan, in addition to a Workfront plan to be able to access and use Workfront Planning capabilities.
For a complete list of requirements to access Workfront Planning, see Access overview.
For an overview of Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview.

This article describes the features that are releasing for Workfront Planning during the 2024 Fourth Quarter release.

For information about features included in this release, see ÃÛ¶¹ÊÓƵ Workfront Planning release activity for 2024.

For a list of all features released for ÃÛ¶¹ÊÓƵ Workfront Planning after the general availability release on August 28, 2024, see ÃÛ¶¹ÊÓƵ Workfront Planning release activity: article index.

Display Options for Connected Records

NOTE
Preview release: September 9, 2024; Production release for all customers: With the 24.10 release (October 2024)

We have redesigned the Record appearance area when connecting record types. Now, when deciding how the connected records will display in the connected fields, you can select from the following options:

  • Name
  • Name and image
  • Image

Prior to this enhancement, you could select or deselect the Title toggle to display the name of the records or display just the icon or thumbnail. The Title toggle has been removed.

For more information, see Connect record types.

Export record details to PDF

NOTE
Preview release: September 3, 2024; Production for fast release: With the 24.9 release (September 12, 2024); Production for quarterly release: With the 24.10 release (October 2024)

You can now export a record’s details page or preview to a PDF document.

Prior to this enhancement, you could export a record’s details tab only to a Word (.docx) file.

For more information, see Export a record’s details.

General availability of ÃÛ¶¹ÊÓƵ Workfront Planning

NOTE
Preview release: August 28, 2024; Production release for all customers: August 28, 2024

ÃÛ¶¹ÊÓƵ Workfront Planning is a new offering from ÃÛ¶¹ÊÓƵ Workfront. The purpose of Workfront Planning is to unlock comprehensive visibility into the operational details of an organization, and answer critical business questions at each stage of the work management lifecycle.

The following are some of the main capabilities of ÃÛ¶¹ÊÓƵ Workfront Planning:

  • Solve the problem of planning work across all stages and for all the stakeholders that participate in the work process.

  • Fully customize your workflows, from deciding what object types (or record types) your organization uses to configuring how these objects interconnect.

  • Connect to object types from other systems, creating a coherent framework for all your processes.

For more information about Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview.

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