November 2022 Newsletter: Introducing "Dateless Tasks"

We're excited to announce that Workzone now allows tasks without dates! Read on to learn more about this major enhancement and other recent improvements!

What's New

• Dateless Tasks While Workzone previously required all tasks to have dates, this update makes it possible to create and use dateless tasks. In fact, tasks created with the Outliner and Placeholder task-creation methods, as well as via our API, will be dateless by default. Additionally, templates — even those that contain dates — can be deployed without dates. We've implemented this change to make it easier and more intuitive to create and manage new project plans. While task dates will not be required going forward, project management is typically most effective when tasks have dates, in order to hold the team accountable to specific deadlines. There are many great things you can do with dateless tasks, as well as a few restrictions. Read the knowledge base article to learn the details.
• Project Requests
  • Move attached requests when a project is moved to another workspace
  • Add an option to hide unanswered questions on request trays
  • Allow requested deadline on a non-working day
• Projects
  • Option to disable adding time to a previous month after a specific date in the current month (Professional or Enterprise licenses)
  • Allow saving "filter selected" as a favorite
  • Add checkboxes to allow actions on individual time entries
  • Option to disable markup link on hovering of files on project/task trays
• Reports
  • Completed Projects report and Recycle Bin now have their own filters
  • Delete templates from the Template Usage report
  • Workload report: show one decimal place for values between 0 and 0.95
  • New "Actual vs budget hours by project report" (Enterprise license)
  • Custom reports - applied custom filters are now highlighted (Enterprise license)
• Other
  • Mobile - show attachments on project/task details pages
  • Approval requesters automatically subscribed to approval documents
  • Boards - search for card names, descriptions, checklist items
  • Calendar - filter for multiple tasks responsible or task categories
  • Settings - add users to a workspace from a user group

What We're Working On / Exploring Now [target release]

The Dateless Tasks enhancement took a bit longer than expected.  Here's the revised schedule of upcoming major enhancements:

• Repeating projects. Use a template to schedule a project every week, month, quarter, or year. [Dec/Jan]
• Project tags. Add tags to projects to group/filter them -- by campaign, those that need special attention, etc. [Jan/Feb]
• Project baselines. Compare the current version of a project schedule to a previous baseline version to identify significant variances from the planned schedule. [Enterprise license, Feb/Mar]