Create personal tasks
Personal tasks are ad hoc work requests that you send to a user, or to-do items that you create for yourself in your Home area.
Workfront saves ad hoc work requests and to do items as personal tasks.
By default, all users in Workfront have a project called “< Their full name >'s Tasks”. For example, “Rick Kuvec’s Tasks”.
This project 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:
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Create a to do item in your Home area
For information, see Create work items and projects from the Home area.
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Create a personal work request to another user
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Create a personal work request for your user
This article describes how you can create a personal work request for a user.
Access requirements
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* |
Current: Plan to send requests to other users. All users can create a work request for themselves. New: Standard to send requests to other users. All users can create a work request for themselves. |
| Access level configurations | Edit 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
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Go to your user’s profile page, or go to another user’s profile page that you have access to view.
note tip TIP Your Workfront administrator might prevent you from seeing certain users when they configure your access level. -
Click the More menu
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Click Send work request.
The Send user a work request box displays.
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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.
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Click Send Request to save the work request.
The work request is saved as a personal task in Workfront and it is added to your To do widget in the Home area.
Locate personal tasks
You can locate personal tasks in the following areas:
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The To do widget in the Home area. For information, see Create work items and projects from the Home area.
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A personal task report or list. You can build and apply a personal task filter to a task report or list, For information, see Filter: personal tasks.