Make smart assignments

You can use smart assignments to identify who the best user is to complete the work. Smart assignments are suggestions for users that Adobe Workfront presents to you when you assign work items to resources based on an algorithm that determines the most appropriate resource for the job. For information about 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*

Work or higher
Access level configurations*

Edit access to Tasks and Issues

View or higher access to Projects

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
Object permissions

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

For information on requesting additional access, see Request access to objects .

*To find out what plan, license type, or access you have, contact your Workfront administrator.

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
    • The Assignments field for an item listed in the Home area
    • A task or issue in the Scheduling or Schedule areas
    • A task or issue in the Workload Balancer

  2. Place your cursor in the assignment field, and wait for two seconds. The ****Suggested Assignments list displays.

    Users displayed in this list are the smart assignment suggestions for the task or the issue.

    For more information about where the smart assignments display, see the “Locate smart assignment suggestions” section in the article Smart assignments overview .

  3. Select the user in the recommendations list by clicking their name. Clicking Assign to me assigns the work item to yourself.

    TIP

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

  4. (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 user and select the name when it appears in the list.

  5. Click Enter to make the assignment.

    The selected user is assigned to the task or issue.

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