DocumentationWorkfrontWorkfront Guide

Use the card list

Last update: Mon Oct 09 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
Workstreams are not available for all customers.

You can create a card list on a workstream and add the cards to iterations.

The card list can function as a backlog of work for the workstream.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*
Request or higher

Add cards to the card list

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. To open a workstream, click View workstream.

  3. Click the Card List tab.

  4. Click Add card.

  5. In the Create/Edit Card dialog, add the following information:

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    Name The name of the card.
    Description A description of the card.
    Estimation The estimated number of hours for the card to be completed. This is a manual entry only.
    Status Select a status for the card.
    Iterations Select an iteration to assign the card to.
    Assignees

    To assign the card, start typing a name in the search field, then select it when it displays in the list. You can add both individuals and teams, and you can assign more than one person or team to a card.

    Assignees must be members on the workstream or they will not appear in the selection list.

  6. Click Save.

  7. Continue adding cards until you have built the card list.

View cards

To view all cards for the workstream in a single list, click List view on the Card List tab.

To view all cards for the workstream grouped by iteration, click Iteration view. Unplanned cards are displayed in their own group.

To edit an existing card, select it in the list and click Edit.

To delete a card, select it in the list and click Delete.

Filter cards

Cards can only be archived from the iteration board. When a card is archived, it is not displayed in the card list unless you filter to show archived cards. For information about archiving a card, see Delete or archive a card from a board.

  1. Access the card list for the workstream.

  2. Click Filter and select All, Active cards, or Archived cards.

    When a filter other than the default is applied on the card list, an indicator is displayed on the filter icon Filter applied .

Search in the card list

  1. Access the card list for the workstream.

  2. Click Search and type a search term. Then, press Enter.

    All cards that contain the search term are displayed.
    Click the X to clear the search.

    Search for cards in a board

Add cards to an iteration

NOTE
You must create an iteration before you can add cards to it. For information, see Create an iteration in a workstream.

  1. Access the card list for the workstream.

  2. Select the Iteration view to see which cards are assigned to an iteration and which are unplanned.

  3. Select an unplanned card in the list and click Edit.

  4. Select an iteration in the Iterations field.

  5. If you are using story points, enter a value in the Estimation field.

  6. Click Save.

    The card is moved to the iteration, and the iteration metrics reflect the number of cards and points.

    You can also drag and drop a card from the Unplanned cards group into the iteration, or click Add card to add a new card to the iteration.

TIP
If you have created an iteration process board, all unplanned cards on the card list appear in the Backlog column. When a card is moved into another column, it becomes part of the active iteration. Cards that you add to the iteration in the card list are added to a column based on their status.
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