Create tasks efficiently in Workfront

In this step, you will learn how to create tasks in a Workfront project using both detailed and quick methods. You will explore the long method of task creation with the 'New Task' button and discover handy shortcuts for efficient task management. This tutorial focuses on the basics of task creation, providing you with the flexibility to manage tasks effectively within your project.

Key takeaways

• Task Creation Methods: Use the “New Task” button for detailed task creation or the “Add More Tasks” button for quick inline editing.
• Required Fields: ​Only the task name is mandatory; other fields like description, duration, and assignments are optional and can be added later. ​
• Repositioning Tasks: ​Tasks are added to the bottom of the list but can be repositioned by dragging or using the “Outdent” option to adjust hierarchy.
• Custom Views: Different views can be selected to include additional fields, such as descriptions, while adding tasks. ​
• Inserting Tasks at Specific Positions: ​Right-click between existing tasks and select “Insert Task Below” to place a new task in a specific location.

Next, you will delve into understanding parent-child tasks, which will help you organize your project tasks into phases, stages, or milestones.