Create work items and projects from the Home area

Last update: March 12, 2025

CREATED FOR:

  • User

You can create work items and projects from the Home area.

From Home, you can

  • Submit requests
  • Add tasks and issues to specific projects
  • Create projects from a template, blank project, or import an MS project.

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:

Adobe Workfront plan*Any
Adobe Workfront license*Work or higher
Access level configurations*

Worker

NOTE

If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Edit access or higher on tasks

For information on requesting additional access, see Request access to objects.

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

Create a personal to-do item

You can create a personal to-do item in the To-dos widget in the Home area. The to-do items are personal tasks that you create for yourself.

You and other users can view your personal tasks in a personal task report. From there, they can add them to projects, if needed.

TIP
Work items that you send to other users or to yourself from the user profile page also display in the To-dos widget in the Home area of the user. For information, see Create personal tasks.

To create a to-do item:

  1. Click the Main Menu Main Menu icon in the upper-right corner, or the Main menu Main Menu lines icon in the upper-left corner, if available, then click Home.
  2. (Conditional) Click Customize, then click To-dos to add the To-dos widget to your home screen.
  3. Go to the To-do widget, then click Add to-do.
  4. Type the name for your personal to-do item, then click Enter.
  5. (Optional) Click the Date icon Date icon to add a due date for the item.
    My Work To-dos
  6. (Optional) Create a personal task report or filter. For information about creating a personal task filter, see Filter: personal task.
    You can view your to-do items as well as other users’ to-do items in the personal task report.

Add a task to a project

You can add a task to an existing project directly from the Home area:

  1. Click the Main Menu Main Menu icon in the upper-right corner, then click Home.

  2. (Conditional) Add the My Tasks widget to your home screen. Click Customize, and find My Tasks.

  3. Go to the My Tasks widget, then click New.
    Create new task

  4. In the New Task dialog box, enter the task name.

  5. Begin typing a project name, then select the name from the list.

  6. (Optional) Enter information in the following fields:

    FieldInstructions
    DescriptionEnter a description.
    AssignmentsAssign users.
    DurationEnter the duration.
    Planned Completion DateChoose a planned completion date.
    More optionsChoose more options to configure more settings for the task. For more information on creating tasks, see Edit tasks.

  7. Click Create task.