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Make smart assignments

Last update: Wed Feb 14 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers.

For information about the current release schedule, see Second Quarter 2024 release overview.

You can use smart assignments to identify who the best user is to complete the work.

Smart assignments are suggestions for users, roles, or teams that Adobe Workfront presents to you when you assign work items to resources. Workfront bases its suggestions on an algorithm that determines the most appropriate resource for the job.

There are two separate algorithms in Workfront for tasks and issues.

For more information about the criteria used in determining smart assignments, see Smart assignments overview.

Access requirements

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

Adobe Workfront plan
Any
Adobe Workfront license*

New: Standard

Or

Current: Work or higher

Access level configurations

Edit access to Tasks and Issues

View or higher access to Projects

Object permissions
Contribute or higher permissions with the ability to make assignments on tasks and issues

*To find out what plan, license type, or access you have, contact your Workfront administrator. For more information, see Access requirements in Workfront documentation.

Make smart assignments

Smart assignments are available in most locations where you can make assignments in Workfront.

  1. Go to an the following areas the click the Assignments or Assign this to field:

    • A task or issue list or report
    • A task or issue header
    • The task or issue Summary panel
    • A New Task or New Issue box, as you add a new task or issue to a project
    • The Assignments field for an item listed in the Home area
    • A task or issue in the Workload Balancer

  2. Place your cursor in the assignment field, and wait for two seconds.

    TheSuggested Assignmentslist displays.

    note tip
    TIP
    The list header displays Here are a few recommendations instead of Suggested Assignments in an issue list.

    For issues, the smart assignment suggestions display in the Suggested assignments area.

    For tasks, the smart assignments display in the following sections, depending on which phase of the algorithm’s calculation identified the assignments:

    • Suggested assignments: Assignments identified in the first phase of the task smart assignment’s algorithm calculation.
    • Other assignments: Assignments identified in the second phase of the task smart assignment’s algorithm calculation. This section is not available for issues.

    For more information, see Smart assignments overview.

  3. Select the user in the recommendations list by clicking their name.

  4. (Optional) Click Assign to me to assign the work item to yourself.

    note tip
    TIP
    If there are no suggestions, the suggestion list does not open.

  5. (Optional) If you do not want to use one of the recommended users from the smart assignments list, start typing the name of the desired resource and select the name when it appears in the list.

  6. Click Enter to make the assignment.

    The selected user is assigned to the task or issue.

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