Create work items from the Home area
You can create work items from the Home area. You can create personal tasks for yourself, request work from other users, or add tasks to specific projects.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Create a personal task
You can create a personal task that is available only to you in the Home area:
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Click the Main Menu
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Click New Task > Personal.
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In the Name field, specify a name for the task.
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(Optional) Click Select date, then select the date when the task is due. This sets the Planned Completion Date for the task.
You can change the Planned Completion Date by clicking on the date in the right panel or editing the This will be done by date directly in the task. -
Click Create to save the task.
The task is assigned to you and is available in the Home area.
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When you create a personal task, it is stored in a “hidden” project that is not searchable in Workfront. The project is named “< User Name >'s Tasks”. The “User Name” is the full name of the user who created the task. You can access this project only when you click the personal task in the Home area, from the breadcrumb of the task, for example.
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Unlike regular project tasks, personal tasks have a limited set of fields that are visible in the Workfront interface, and don’t influence the timeline or the progress of any project. Reassigning a personal task to another user adds all task fields to a personal task, but the task remains on the personal project of the user who created the task.
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Personal tasks display on timesheets only when they have hours logged or they are pinned to the timesheet. You can only pin a personal task to a timesheet only when there are hours logged for the task. For more information, see Log time.
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We recommend that you create a project and move any personal tasks to it, if you want to make personal tasks part of the regular workflow.
Request work from another user
You can request work from another user directly from the Home area. When you request work from another user as described in this section, the task is displayed as a request in the user’s Home area until the user clicks Work On It.
To request work from another user from the Home area:
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Click the Main Menu
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Click New Task, then select Request.
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In the Name field, specify a name for the task.
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In the Assign to field, begin typing the name of the user, team, or role who you want to assign, then click the name when it appears in the drop-down menu.
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In the Add As drop-down menu, select whether to add a task or issue.
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Click Select date, then select the date and time when the task is due.
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Click Create to save the task.
The task is displayed as a work request in the Home area of the user you designated.
Add a task or issue to a project
You can add a task or issue to an existing project directly from the Home area:
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Click the Main Menu
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Click New Task, then select Project Task.
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In the Name field, specify a name for the task or issue.
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In the Assign to field, begin typing the name of the user, team, or role who you want to assign, then click the name when it appears in the drop-down menu.
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Begin typing the name of the project where you want to create the task or issue, then click the name when it appears in the drop-down menu.
note important IMPORTANT The task or issue appears on the Work List only when the project Status is set to Current. -
(Conditional) To create an issue, select Issue from the Add As drop-down menu. By default, Task is selected.
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Click Select date, then select the date and time when the task is due.
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Click Create to save the task.