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Add existing tasks or issues to a Workfront board

Last update: Mon Aug 26 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
Workstreams are only available to a specific group of customers.

You can add any task or issue to a board or a workstream in Adobe Workfront from a list or report view, or from the object details.

Access requirements

Expand to view access requirements for the functionality in this article.

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

table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header
Adobe Workfront plan Any
Adobe Workfront license

New: Standard

or

Current: Work or higher
Object permissions View or higher permissions to the task or issue

For more detail about the information in this table, see Access requirements in Workfront documentation.

Add existing tasks or issues to a board or a workstream from a list

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner.

  2. Choose one of the following: Projects, Reports, or Dashboards.

  3. Go to the project, report, or dashboard that contains the task or issue you want to add to the board or workstream.

  4. Select one or more tasks or issues.

    If you select a subtask, it will also be added as a card on the board.

  5. Click More > Add to Boards or Add to Workstreams.

  6. In the Add To dialog box, select the board or workstream to add the items to.

    For a board, only standalone boards are available, not boards that are part of workstreams.

  7. Click Add.

    For a board: The task or issue is added to the board as a card. If the board has column policies applied for status, the card is added in the column corresponding to its status. Otherwise, it appears in the first column on the left, not including the intake column.

    For information on column policies, see Manage board columns.

    For a workstream: The task or issue is added to the workstream’s card list as an unplanned card.

Add existing task or issues to a board or a workstream from the object details

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner.

  2. Click Projects, then click the name of a project to open it.

  3. Click Tasks or Issues in the left panel.

  4. Click the task, subtask, or issue you want to add to a board or workstream.

  5. Click the More menu next to the object name and select Add to Boards or Add to Workstreams.

  6. In the Add To dialog box, select the board or workstream to add the items to.

    For a board, only standalone boards are available, not boards that are part of workstreams.

  7. Click Add.

    For a board: The task or issue is added to the board as a card. If the board has column policies applied for status, the card is added in the column corresponding to its status. Otherwise, it appears in the first column on the left, not including the intake column.

    For information on column policies, see Manage board columns.

    For a workstream: The task or issue is added to the workstream’s card list as an unplanned card.

Show the boards associated to a task or issue from a list

  1. Go to the project, report, or dashboard that contains the task or issue you want to see boards information for.

  2. Select a view that includes the Boards column, or create a new view with the Boards column.
    For information on views, see Create or edit views in Adobe Workfront.

  3. Click Show in the column to display the list of boards the task or issue is on.

    Show boards in column

  4. Click a board name to open the connected task or issue on the board.

    Select a board

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