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Create Adobe Workfront tasks from Microsoft Teams

Last update: Tue Dec 19 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
NOTE
The Adobe Workfront for Microsoft Teams integration is currently supported only for the classic Microsoft Teams experience.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*
Work, Plan

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

Prerequisites

You can create personal tasks in Adobe Workfront from Microsoft Teams if the following conditions are met:

  • A team owner has installed and configured Workfront for Microsoft Teams for your team.
  • You are logged into Workfront from Microsoft Teams.
NOTE
Microsoft Teams no longer supports Internet Explorer. To use the Adobe Workfront for Microsoft Teams integration, you must use a web browser other than Internet Explorer.

For information about installing Workfront for Microsoft Teams and logging in to Workfront from Microsoft Teams, see Install Adobe Workfront for Microsoft Teams.

Create personal tasks from Microsoft Teams

  1. Log in to Workfront from Microsoft Teams.

    For information about logging in to Workfront, see Install Adobe Workfront for Microsoft Teams.

  2. To open a New task card:

    • If you are in the Workfront bot chat channel, type New task in the conversation field to create a new task.

    • If you are in a chat channel other than the Workfront bot chat channel:

      • Start typing @workfront in the conversation field, then select the Workfront bot channel you want.

      • Continue typing New task in the conversation field to create a new task.

        The New task card displays in the Workfront bot channel.

        ms_teams_new_task_card.png

  3. In the Workfront bot channel, specify the following information on the New task card:

    • Task name in the Write the task’s title field.
    • Task description in the Write the tasks’s description field.
    • The date the task must be completed by, in the Due Date field.

  4. Click Save.

    The new personal task is created in Workfront. A Reference Number is assigned to it and visible on the new task card.

    For information about reference numbers, see the Reference Numbers of objects section in the Understand objects in Adobe Workfront article.

  5. (Optional) Click Edit to edit the task information further.

  6. (Optional) Click View in Workfront to open the task in a new tab in Workfront and edit the task further, move it to a project, or assign it to someone else.

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