Configure system-wide task and issue preferences
As an Adobe Workfront administrator, you can configure system-wide preferences for tasks and issues. These preferences impact the way that your users create tasks and issues in Workfront.
By default, task and issue preferences are locked and group administrators cannot modify them at the group level unless you unlock them for all groups throughout the system. For more information, see the section Lock task and issue preferences for groups in this article.
Access requirements
You must have the following access to perform the steps in this article:
For more detail about the information in this table, see Access requirements in Workfront documentation.
Configure task and issues preferences for everyone in Workfront
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Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
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In the left panel, click Project Preferences >Tasks & Issues.
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On the page that appears, continue with one of the 5 sections listed below to configure settings for New Task Defaults, Issues, Deletion, Actual Dates, and Access:
New Task Defaults new-task-defaults
Issues issues
Deletion deletion
Allow users to delete tasks & issues with logged hours: Lets you determine whether you allow the deletion of tasks or issues where hours are logged. This option is selected by default.
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When it is selected, you receive an informational warning when you delete a task or issue. The warning reminds you that if the task or issue has logged hours, they will either be moved to the project or deleted. You can configure whether the hours are deleted or moved to the project in the Timesheet & Hours Preferences area of the Setup. After you confirm that you have seen the warning, the task or issue is deleted. For more information about configuring Timesheet & Hours Preferences, see Configure timesheet and hour preferences.
note tip TIP When you delete a project with tasks and issues that have logged hours, the logged hours are either deleted or they are preserved according to the settings in the Timesheet & Hours Preferences area of Setup. The warning message does not display when deleting a project. -
When you deselect this option, you receive a prohibitive warning when you delete a task or issue with logged hours, or when you delete a project with hours logged for its tasks or issues. The warning specifies that the administrator does not allow for tasks or issues with logged hours to be deleted. The tasks, issues , or projects that have hours logged for tasks and issues cannot be deleted.
Actual Dates actual-dates
Delegation
Enabling the Allow users to delegate their tasks & issues setting allows all users in to temporarily delegate their work to others.
When this setting is enabled, users can see the following:
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The Delegate link in their Home area. They can delegate approvals, or task and issue assignments from here.
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An indication that a task or issue is delegated to another user in the Assignments and delegations area in the task or issue header.
If you disable the Allow users to delegate their tasks & issues setting, the delegations that are currently scheduled will stop and the users delegated will receive an email notification that the delegation was stopped.
For information about delegating work to others, see the following articles:
Access access
- Click Save.
Lock task and issue preferences for groups lock-task-and-issue-preferences-for-groups
If groups in your organization need a task or issue preference configured differently for their unique workflows, you can unlock the preference for all groups throughout the organization so that they can configure it on their own. When a preference is unlocked and the group administrator modifies it, the tasks or issues associated with the group are affected by the group-level setting for the preference instead of the system-level setting.
For information about how a group administrator configures task and issue preferences for a group, see Configure task and issue preferences for a group.
To lock or unlock a task or issue preference so that groups can configure it:
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Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
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Click Project Preferences > Tasks & Issues.
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Do any of the following:
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If you want administrators of groups below your group to be able to configure a preference for their groups, unlock it .
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If you want your group and all groups below it to use your configuration for a preference, make sure that it is locked (this is the default).
note important IMPORTANT We recommend that you communicate with the administrators and users in groups throughout the system to ensure that all needs are accounted for in the way you configure a locked preference. When you lock it, your configuration for it is inherited by all groups in the system. And if the preference has been unlocked for any period of time, your configuration replaces those that group administrators might have made.
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Click Save.