The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
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:
A single connected task or issue can only be added once per board. The same task or issue can be connected to multiple boards.
You must have the following access to perform the steps in this article:
|Adobe Workfront plan*||
|Adobe Workfront license*||
Request or higher
|Access level configurations*||
View or higher access to tasks and issues
View or higher permissions to the Workfront task or issue
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Boards.
Access a board. For information, see Create or edit a board.
Click Add card > Connected card.
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.
The card is added at the bottom of the left-most column. The connected Workfront object and its assignees are displayed on the card.
If an assignee on the Workfront task or issue is not a member on the board, they are not assigned to the card.
Click to open the Workfront task or issue in a new browser tab.
To edit the card details, click on the card (not in the card name).
Click the More menu on the card and select Edit.
In the Card Details box, add or update the following information:
Changing the name also changes the name on the connected Workfront object.
Changing the description also changes the description on the connected Workfront object.
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.
Select the column for the card.
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.
Changing this date also changes the planned completion date on the connected Workfront object.
The number of hours for the card to be completed. This value cannot be more than 99.
In the Preview environment, changing the estimation also changes the story points value on the connected Workfront object.
In the Production environment, this is a manual entry only.
NOTE: The connection with the story points value is available only through the early feature opt-in for Workfront Boards.
Search for and select tags for the card.
For information on creating new tags, see Add tags.
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.
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.
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:
To disconnect at the card level:
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.
Access the board and open the ad hoc card.
Verify the name and description on the card. They will be added to the task or issue you create in Workfront.
In the Connection area of the card details, click Connect with Workfront.
On the Connect Card window, select whether you are creating a task or an issue.
Search for and select a project to add the task or issue to.
The project name displays in the Connection area on the card details.
Click Close to return to the board.