Create personal tasks

Last update: December 17, 2024

CREATED FOR:

  • User

Personal tasks are ad hoc work requests that you send to a user or send to or add for yourself.

Adobe Workfront saves ad hoc work requests and to do items as personal tasks.

By default, all users in Workfront have a personal project called “< User’s full name>'s Tasks”. For example, “John Smith’s Tasks”.

The personal project of each user does not display in searches and it is hidden. All personal tasks are stored in this project.

You can move personal tasks to a project, if needed.

You can create personal tasks in the following ways:

  • Create a to-do item in your Home area

    For information, see Create work items and projects from the Home area.

  • Create and send a personal work request to another user from the user profile page

  • Create and send a personal work request to yourself from your user profile page

This article describes how you can create a personal work request for a user or for yourself from the user profile page.

Regardless how you add a personal task, you can find them in the same areas of Workfront. For more information, see the section Locate personal task in this article.

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 planAny
Adobe Workfront license*

New: Standard to send requests to other users. All users can create a work request for themselves.

Current: Plan to send requests to other users. All users can create a work request for themselves.

Access level configurationsEdit access to Users to create a work request for them. View access to create a personal work request for yourself.

*For more information, see Access requirements in Workfront documentation.

Create a personal work request

  1. Go to your user’s profile page, or go to another user’s profile page that you have access to view.

    TIP
    Your Workfront administrator might prevent you from seeing certain users when they configure your access level.

  2. Click the More menu to the right of the user’s name in the header.

  3. Click Send work request.
    The Send user a work request box displays.

  4. Update the following information:

    • Task Name: This is the name of the ad hoc work request or the personal task.
    • Description: Add a description for the task.
    • Assign to: The name of the user that you selected displays by default. You can add more users or teams.
    • Due date: This is the date by which you’d like this task to be completed. By default, this is today’s date. You cannot select a date in the past
    • Time: This is the time by which you’d like this task to be completed. By default, this is the current time.

  5. Click Send Request to save the work request.

    The work request is saved as a personal task in Workfront and it is added to the user’s To-dos widget in their Home area. If you send the work request to yourself, it displays in your To-dos widget in Home.

Locate personal tasks

You can locate personal tasks in the following areas:

  • The To-dos widget in the Home area of the user the personal request was sent to.

    For information, see Create work items and projects from the Home area.

  • A personal task report or list. You can build and apply a personal task filter to a task report or list to display only personal tasks and exclude project tasks.

    For information, see Filter: personal tasks.

Previous pageCharacter limits in fields
Next pageReply to updates

Workfront