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, Case screen, Action 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)
- Superscripts work automatically upon hitting space in email composer and notes
- Option to attach multiple files at once to an email
- Drag and drop email addresses from 'To' to 'CC', 'BCC' etc.
- Sort the Unassigned Work Queues – by Workload, Due Status or Alphabetically
- Edit a Cancelled Email – Recover Its Content Into the Composer
C
Claudine Richardson
Merged in a post:
When canceling a delayed messages there should be an option to edit and not losing the email
J
Juan Cano
When a delayed email is canceled all the contents are lost, there should be an option similar to outlook to recall the message and not lose it completely when canceling.
C
Claudine Richardson
Merged in a post:
Sort Unassigned Work – by Workload, Due Status or Alphabetically
C
Claudine Richardson
As a Team Member or Team Leader, I would like to sort the list of Queues in the Unassigned Work card on my Home page — by how much work is waiting, by due status (e.g. most overdue first), or alphabetically by name. This would help me see which Queues need attention first and quickly find a specific Queue when I manage a long list. My chosen sort is remembered across my sessions and devices.
C
Claudine Richardson
Merged in a post:
Drag and drop email address from to and cc
N
Navaneeth Kumar S
As a user, I would like the ability to copy or drag emails from the "To" field to the "CC" field and vice versa.
Copy button copies entire entry and not just one address.
C
Claudine Richardson
Merged in a post:
Need to attach multiple document at a once on mail trail.
H
Harsh Mukhija
Currently user can attach one document at a time when responding to an email. This limitation can be quite time-consuming, especially when dealing with multiple documents.
C
Claudine Richardson
Merged in a post:
Option to sort My Team in alphabetical order
C
Claudine Richardson
As a team leader or team member, I would like to sort the My Team card alphabetically (A–Z) by member name, alongside the existing work-status orderings. This would help me find a specific person quickly when I know their name rather than their workload — particularly useful on larger teams.
C
Claudine Richardson
Merged in a post:
Superscripts to work automatically
R
Rhys Carhart
Even though there is a functionality to create superscripts, this is quite time consuming, therefore is there a way when you type dates it automatically creates the superscript (1st to attached for example).
Photo Viewer
View photos in a modal
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
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