Enter your enhancement requests or ideas for any of the components of the Aprimo SAAS platform, or vote for your preferred feature requests below.

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+25
Committed

The "Task Inbox Only" domain right should remove the 2nd hyperlink on Notifications which routes to legacy task view

Rockell B. (Aprimo Consultant) 3 months ago in Productivity Management • updated by christine.mellick 4 weeks ago 6

The "Task Inbox Only" domain right should also remove the 2nd hyperlink in Project Notifications (i.e. Task Assigned; Review Tasks; Reminders; etc.) Or even better, add "Task Inbox" as a Link Destination option on Notification Templates. It can be confusing to have two links and be routed to the legacy view when the customer is used to the Inbox view. 

Tasks Notifications UX
+18
Committed

Dynamic Durations in Workflow

Taylor Dent 2 months ago in Productivity Management • updated by Joe Cerep 4 weeks ago 10

Often, we’re able to optimize and simplify workflow processes by using 1 workflow to accommodate many different channels. This is great because we can reduce the amount of configuration in the system and mitigate the amount of maintenance. However, SLAs in this scenario for duration on a task tend to get generalized and are not specific. It would be great if there were a way to set criteria such as a Type to determine which duration would apply on a given task. This way, we could configure many different SLA’s to apply to 1 optimized workflow based on a Type that could be determined up stream in Job Starter, a Planning Task or manually within the Activity or Project Details page.

+18
Committed

Add <<Current User>> token to "Owner" dropdown on the Job Starter/Work Request Form (VSTS 154422)

Rockell B. (Aprimo Consultant) 3 months ago in Productivity Management • updated by Adam Valine 2 days ago 9

In the Job Starter, set the currently logged in user as the default owner rather than having to pick themselves.



Configuration Work Requests
+18
Qualified

Task Inbox: warn users that Annotations are in Draft status when attempting to close a regular task

Trista Oliva 3 months ago in Productivity Management • updated by Nicole Novack 1 day ago 7

When using the legacy task completion page and attempting to close a task after creating Draft Annotations, the user will get a prompt with a reminder that they have created Annotations that are still in draft mode. This prompt prevents users from forgetting to publish their annotations and make them visible to others. However, when using Task Inbox, users do not get this prompt and can close a task leaving annotations in draft status. It is only in review tasks where users will get prompted to promote annotations from Draft to Published when using Task Inbox. 

This request is to provide Task Inbox users with a prompt to publish their draft annotations when closing a task.


Workflow Annotations Tasks
+16
Qualified

Need Task Delegation Email Notification (VSTS 173956)

Rockell B. (Aprimo Consultant) 3 months ago in Productivity Management • updated by Eric Teitsma 1 day ago 9

Description: When a user delegates a task to another user, there needs to be the following notifications sent:
1) Notification sent to the original delegator the task has been delegated.
Notification to include Task Title, Activity ID, Activity Title, Project Title, Project Manager, Job Owner, Task End
Date, Task Description, Original Task Delegator and Who the Task was delegate to.

2) Notification sent to the new delegate.
Notification to include Task Title, Activity ID, Activity Title, Project Title, Project Manager, Job Owner, Task End
Date, Task Description, Original Task Delegator and Who the Task was delegate to.

Business Use Case: Delegator needs to know their task was successfully delegated via a notification and the Delegatee needs a notification when a task has been delegated to them.

Notifications
+16
Qualified

Auto Refresh - Task Inbox (VSTS 134327)

Rockell B. (Aprimo Consultant) 3 months ago in Productivity Management • updated by petra.tant 3 months ago 1

Equip the Task Inbox so that the task tile listing doesn't require an explicit page refresh to show new or updated tasks.

Description: Currently our users have to refresh their page in order to see new tasks in their In Box. We have situations where user can receive back to back tasks and they have to refresh their page before they see the next task. We would like the system to auto refresh so that users do not need to do this.

Business Use Case: page views should auto refresh after an action has been completed. a Manual refresh should not be necessary.

UX Tasks
+15
Qualified

Ability to Edit Activity/Project/Task title through workflow template

Karthik Balakrishnan 2 months ago in Productivity Management • updated by katie.tierney 4 weeks ago 9

when multiple project triggered automatically from a mail workflow (using same workflow template), all the projects triggered have same name.

So should have an ability to change the Activity/Project/Task title using EA value from workflow template.


+15
Qualified

Ability to customize notifications (VSTS 92238)

Rockell B. (Aprimo Consultant) 3 months ago in Productivity Management • updated by petra.tant 3 months ago 1

Allow customize options to selectively choose which default notifications to receive rather than the current all/off option.

Notifications UX
+14
Qualified

Expand Search Functionality of Task Inbox to More Fields (VSTS 92812)

Rockell B. (Aprimo Consultant) 3 months ago in Productivity Management • updated by Joe Cerep 1 month ago 5

Users need to be able to search on more fields, including EAs created through system configuration that are not base system attributes. A lot of customer configuration defaults task titles and project titles, so a user is not able to search by title to find the appropriate job. We should be able to search on activity, project & task level data.

UX Tasks
+13
Qualified

Ability to tag any user/reviewer in a Chat

Elisa Williams 1 month ago in Productivity Management • updated by Joe Cerep 2 weeks ago 4

We would like the ability to tag any user/reviewer (anyone who is a licensed user) in a Chat.  We'd prefer to have the entire list of licensed users in the drop down and choose anyone from the list that could benefit/participate in the chat. 


Currently, we can only tag a reviewer in a chat but it would be more efficient if we could tag a future reviewer or another licensed user in a chat rather than having to follow up with them through email in order to keep them in the loop as to what was discussed via chat on a project.  

+13
Qualified

Annotation Viewer: Compare PDFs and Highlight Differences

Trista Oliva 2 months ago in Productivity Management • updated by Eric Teitsma 2 months ago 4

When reviewing 2 versions of a PDF in annotation viewer, it can be difficult to see changes that have been made, even in side by side view.

A better scenario would be to have the ability to compare two documents side by side view with differences/changes highlighted.

This would speed up the reviewing process and ultimately speed to market.

Below I have mocked up a scenario, using native Acrobat functionality to compare documents:

+13
Qualified

Automatic access to chatboard

Nico De Smet 2 months ago in Productivity Management • updated by bart.theys 2 months ago 5

If a user was assigned to a task via a delegation or through a role change, manual intervention will be required to add the user to the activity access list to allow them to access the chat board.

The request is to make this automatic.

This was requested by Delaware and by customers KRKA and Husqvarna.

+13
Qualified

Order Options: Page Layout (VSTS 147772)

Rockell B. (Aprimo Consultant) 3 months ago in Productivity Management • updated by Joe Cerep 1 month ago 2

In the Workflow Designer, add to the Page Layouttab of tasks the ability to re-order DCTs rather than having to delete and re-enter them in the desired order.


Description: When defining a task the way that the page layout is ordered is difficult change. Currently, when you want to change DCT order in page layout you have to have each DCT added in the desired order.

If a new DCT must be added to the top of a task, you have to go to the page layout, add new, and manually shift everything down. This isn't a very logical way to manage; it's time consuming, very prone to error, and doesn't lend itself at all to an iterative approach to development of new tasks.

Enhancement:
Add ordering capability to the Page Layout, either in the form of up/down arrows similar to most other places in the application, or numbers that represent the relative position of that DCT in the order.

Configuration Workflow
+12
New

Hide DCT section title

Karthik Balakrishnan 2 months ago in Productivity Management • updated by Joe Cerep 1 month ago 3

Ability to hide DCT section title as we have in Page Layout section title hide.

This will be helpful to avoid more text in DCT, when we do cascading.

There should be DCT Title, after that there should be a section Title after that only we can see actual EA title. some times these titles redundant. So we are using "." or "_" in each section title. But this will be very difficult, when we do SET LAYOUT SEQUENCE. all section title will be ".". So If we have section title hide option like in page layout it will be useful 

+12
Qualified

Multi Select Selection Values - Modify the Dual Select dialog box to be sizable; show more than 20 characters

Trista Oliva 3 months ago in Productivity Management • updated by Mike Lewis 20 hours ago 2

This request is to modify the Dual Select dialog box so it is sizable, or allow for some way to  the display 'Available' and 'Selected' options that are longer than 20 characters. When only the first 20 characters are displayed, it can be impossible to discern the options in some cases, as shown below.

Even though the hover text provides the full text, it would be much faster to see all the options at once instead of hovering on each one to find the correct item(s).

UX