Manage tasks efficiently in Workfront
In this step, you will learn how to manage tasks effectively within Workfront. You will explore various task management features, including editing, deleting, adding, duplicating, and reorganizing tasks in your project plan. By mastering these tools, you will enhance your ability to maintain an organized and efficient project workflow.
Key takeaways
- In-Line Editing for Quick Changes: Double-click a field to edit task information directly, and use the Tab key to navigate between fields for faster updates.
- Deleting Tasks with Recycle Bin Backup: Deleted tasks are moved to the Recycle Bin for 30 days, accessible only by system administrators, ensuring recoverability if needed.
- Adding Tasks with Parent-Child Structure: Use “Insert Above” or “Insert Below” to add tasks in specific locations, inheriting the parent-child structure of the selected task.
- Duplicating Tasks for Efficiency: Duplicate tasks or sets of tasks to save time, with all task details copied for easy modification and repositioning.
- Reorganizing Tasks with Indent, Outdent, and Drag-and-Drop: Adjust task hierarchy or move tasks within the project using intuitive tools like indenting, outdenting, and drag-and-drop functionality.
Next, you will delve into understanding task durations and their impact on project timelines in Workfront.