Design Refresh: Alpha 1
working on it
C
Claudine Richardson
We are refreshing the Work Manager user experience to improve the look and feel while keeping existing capabilities intact. This new user experience will be released in stages through an alpha/beta program. A select few of you are invited to participate in this program to help shape the new version of Work Manager.
In Alpha 1 we are going to release a refreshed design of the homepage, Ticket screen and Quickfind. Along with this, we are including the following new features:
- AI Assistant in Email Editor
- Add Format Painter Tool in Email Editor
- Aptos Font in Email Editor
- Search and Replace in Email Editor
- Calibri Font Available in Email Editor
- Quick Access Toolbar in Email Editor
- Spellcheck and Grammar Check in Email Editor
- Email Translation
- Searchable Context Fields
- Advanced Table Editing Options
- Advanced Image Editing Tools
- CC Field Open by Default
- Rename “Submit” Button to “Save”
- Copy Button for File Names
- Ability to Summarise Email Threads
- Group Time Tracker Entries by User
- Improved Table Formatting Options in Email Body
- Improve Display Font to Distinguish Similar Characters
- Add “Clear Formatting” Option in Email Editor
- Display User Role in User Settings (Read‑Only)
- Allow Editing of Ticket Description After Submission
- Confirmation Pop‑Up When Cancelling an Email Draft
- Relocate Message Pop‑Up in Work Manager UI
- Show Customer, Contract, and Service Context in Quickfind Results
- Show Individual Counts as Separate Bars in Bar Charts
- Improve Email Separator Line – Use Solid Line Instead of Dashes
- Option to sort My Team in alphabetical order
- Notes support rich text editing (undo/redo, fonts, size, bold/italic/underline/strikethrough, text & background colour, lists, indentation, alignment, line height, superscript/subscript, capitalisation, tables, special characters, find & replace, format painter, clear formatting)
C
Claudine Richardson
Merged in a post:
Allow for rich text in notes
T
Tijana Starcevic
As a user on work manager, I want to be able to share & save rich text and hyperlinks in the note section. This will facilitate better collaboration across teams and allow for faster information sharing
C
Claudine Richardson
Merged in a post:
Sort My Team section list alphabetically
S
Sarvesh babu
As a end user, introducing the option to sort the My team section list alphabetically would make navigation much easier, especially when managing a large number of team members. This improvement would allow users to quickly locate a specific individual and provide a more structured view of their team.
C
Claudine Richardson
Merged in a post:
"Context" displaying multiple times on screen
H
Harsh Seksaria
The "Customer>>Contract>>Service" is displayed twice on a work item screen which is not needed.
We can keep it at one of the places and instead make "Case Short Description" more noticeable.
C
Claudine Richardson
updated the status to
working on it
C
Claudine Richardson
Merged in a post:
Design Refresh Alpha: Display User Role in User Settings (Read‑Only)
C
Claudine Richardson
As a user, I would like to see the User Role assigned to me displayed in my user settings in a read‑only format. This would help me understand what permissions I have and enable me to inform my manager or team lead when a role update or change is needed.
C
Claudine Richardson
Merged in a post:
Design Refresh Alpha: Allow Editing of Ticket Description After Submission
C
Claudine Richardson
Please enable the Ticket Description to be editable even after a ticket has been submitted. This would give users more flexibility to correct or refine descriptions, improving clarity and accuracy throughout the ticket lifecycle.
C
Claudine Richardson
Merged in a post:
Design Refresh Alpha: Confirmation Pop‑Up When Cancelling an Email Draft
C
Claudine Richardson
Please add a confirmation pop‑up when cancelling an email draft. This will ensure users don’t accidentally lose their draft content without a second confirmation, helping prevent mistakes and preserving work.
C
Claudine Richardson
Merged in a post:
Design Refresh Alpha: Relocate Message Pop‑Up in Work Manager UI
C
Claudine Richardson
The warning/error/resolution message box in the Work Manager interface currently appears in a location that covers several frequently used UI elements. To improve usability, please relocate this message box—ideally to a less intrusive area such as the lower‑right corner—so it does not block key actions or interrupt workflow.
C
Claudine Richardson
Merged in a post:
Design Refresh Alpha: Show Customer, Contract, and Service Context in Quickfind Results
C
Claudine Richardson
As a user searching for work items through Quickfind, I would like the search results to display additional context—specifically the Customer Name, Contract, and Service. This would prevent situations where I open a work item only to discover it belongs to the wrong client, which is especially challenging when managing multiple clients and entities. Showing this information upfront would make searching faster, more accurate, and easier to navigate.
C
Claudine Richardson
Merged in a post:
Design Refresh Alpha: Show Individual Counts as Separate Bars in Bar Charts
C
Claudine Richardson
Please update the bar chart to display the counts of overdue, due today, on target, and not set items as separate bars, rather than stacking them in a single bar. When these values are layered on top of each other, it becomes difficult to see and compare each category clearly. Showing each count independently will make the chart easier to read and interpret.
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