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
NOTE

A single connected task or issue can only be added once per board. The same task or issue can be connected to multiple boards.

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

Access level configurations*

View or higher access to tasks and issues

Object permissions

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.

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.

  5. Click Add.

    Search for task or issue to connect

    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.

    Connected card

  6. Click Open task or issue 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 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.

    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.

    Adding a team is available only via the early feature opt-in. For details, see Early feature opt-in for Adobe Workfront Boards.

    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.

    Due date

    Select a due date for the card.

    Estimation

    Type the estimated number of hours for the card to be completed. This is a manual entry only and cannot be more than 99.

    This field is available only via the early feature opt-in. For details, see Early feature opt-in for Adobe Workfront Boards.

    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.

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

    Connected card on board showing details

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 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 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.

  6. Click Connect.

    Connect ad hoc card to Workfront

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

  7. Click Close to return to the board.

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