Create tasks efficiently in Workfront
The video provides a tutorial on creating tasks in a Workfront project, covering both the long method and handy shortcuts. It emphasizes flexibility in task creation and provides tips for efficient task management.
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.
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