Use connected cards on boards

You can add a card on your board that is connected to existing tasks and issues in Workfront.

When any one of the following details is updated for the card in one location, it is automatically updated in the other location:

• Name
• Description
• Assignees
• Status
• Planned completion date
• Estimation / Story Points

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.

Add a connected card

1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Boards.

2. Access a board. For information, see Create or edit a board.

3. Click Add card > Connected card.

4. Choose a project, then choose a task or issue to add as a card on the board.

   You can select multiple objects and they will all be added as separate cards.

   NOTE

   • Only objects that you have permissions to are available in the search results. If an item is dimmed, it has already been added to the board.
   • When you filter by Projects I Own or Projects I’m On, projects that equate to a Complete, Dead, or Rejected status are not included. You can still search for those projects with the All filter.

5. Click Add.

   

   The card is added at the bottom of the left-most column. The connected Workfront object and its assignees are displayed on the card.

   NOTE

   If an assignee on the Workfront task or issue is not a member on the board, they are not assigned to the card.

   

6. Click to open the Workfront task or issue in a new browser tab.

7. To edit the card details, click on the card (not in the card name).

   Or

   Click the More menu on the card and select Edit.

8. In the Card Details box, add or update the following information:

   Name	Changing the name also changes the name on the connected Workfront object.
   Description	Changing the description also changes the description on the connected Workfront object. You can add URLs in the description and they will become clickable links when the card is saved.
   Assignees	To assign more people or a team to 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. Only one team assignment is allowed on a connected card. Assignees must be members on the board or they will not appear in the selection list. When a team is a member on the board, then the individual team members can be assigned to the card. Any assignees you select are also assigned to the task or issue in Workfront.
   Column	Select the column for the card.
   Status	Select a status for the card. The defaults are New, In Progress, and Complete, but any custom statuses defined for the item in Workfront are also available. If you have column policies enabled for updating field values, changing the status on the card automatically moves the card to the corresponding column. For more information, see "Define column settings and policies" in the article Manage board columns. If you click Mark Complete at the top of the card, the status automatically changes to Complete.
   Planned Completion	Changing this date also changes the planned completion date on the connected Workfront object.
   Estimation	The number of hours for the card to be completed. Changing the estimation also changes the story points value on the connected Workfront object.
   Tags	Search for and select tags for the card. For information on creating new tags, see Add tags.
   Checklist Items	Click Add checklist item. Then, type the title of the item and press Enter. Another item is automatically added. Continue entering titles to add more items. The counter at the top of the checklist shows the number of completed items and the total number of items. For more information about checklist items, see Manage checklist items on cards.

   Use the navigation panel on the left to move between groups of fields on the card details.

9. Click Close to return to the board.
   The connected object, assignees, tags, due date, checklist counter, estimated hours, and status are displayed on the card.

   

Disconnect a connected card

You can disconnect a connected card from its Workfront object, and the card remains on the board as an ad hoc card that you can edit.

To disconnect at the board level:

1. Access the board.
2. Click the More menu on the connected card and select Disconnect.
3. Click Disconnect on the confirmation message.

To disconnect at the card level:

1. Access the board and open the connected card.
2. Click the More menu in the Connection area of the card details, and select Disconnect.
3. Click Disconnect on the confirmation message.

Convert an ad hoc card to a connected card

After you have created an ad hoc card, you can convert it to a connected card. For details about ad hoc cards, see Add an ad hoc card to a board.

1. Access the board and open the ad hoc card.

2. Verify the name and description on the card. They will be added to the task or issue you create in Workfront.

3. In the Connection area of the card details, click Connect with Workfront.

4. On the Connect Card window, select whether you are creating a task or an issue.

5. Search for and select a project to add the task or issue to.

   NOTE

   • Only objects that you have permissions to are available in the search results.
   • When you filter by Projects I Own or Projects I’m On, projects that equate to a Complete, Dead, or Rejected status are not included. You can still search for those projects with the All filter.

6. Click Connect.

   

   The project name displays in the Connection area on the card details.

7. Click Close to return to the board.

Log hours on a connected card

You must have the correct permissions to log hours on the connected task or issue.

The time logging fields are not displayed on connected cards by default. You must enable Hours in the Configure area under Cards. For more information, see Customize which fields are displayed on a card.

1. Enter the number of hours for the task or issue.

2. Select an Hour Type from the drop-down menu, if it is different than the default.

3. Click Log Time.

   

   The time logged on the card is also saved on the connected task or issue.

Logging time on the card is the same as logging time on a task or issue. For more information, see “Log time on a project, task, or issue” in the article Log time.

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