Manage issue assignments effectively
In this step, you will learn how to manage issue assignments within Workfront. You will explore how to assign issues, locate issue assignments, update progress, and change issue statuses. This knowledge will help you ensure that issues are handled efficiently and that project tasks are completed on time.
In this video, you will learn how to:
- Assign an issue
- Find an issue assignment
- Update progress on issues
- Update the issue status
Key takeaways
- Assigning Issues: Use inline editing in the assignments field to assign issues to users or teams, and ensure you click “save” after making assignments. Team leads can use the workload balancer to assign tasks by dragging and dropping them onto team members’ calendars.
- Finding Assigned Issues: Issues assigned to you appear in the Home work list, which can be filtered. Team-assigned issues are visible in the team request section, where team members can accept or reassign tasks. These issues also appear in the workload balancer for better visibility.
- Updating Progress: Post updates and log hours on issues to provide visibility into work progress. Use the “At name” feature to direct comments to specific users or teams. Notifications are sent for comments but not for logged hours or status changes.
- Changing Issue Status: Update the issue status to reflect progress, such as “working on it” or “complete.” Unresolved issues prevent associated tasks and projects from being marked as complete.
- Team-Specific Workflows: Follow your organization’s specific workflows and system configurations for managing issues effectively.
Next, you will delve into updating the issue status, learning about best practices for using issue statuses in Workfront.