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Update work items in the Workload Balancer using the Summary

Last update: Fri Feb 23 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You can use the Summary panel of a task or an issue to update important information for that item. in the Workload Balancer.

The Summary panel is available for tasks and issuesin both the Assigned and Unassigned Work areas of the Workload Balancer.

Access requirements

You must have the following:

Adobe Workfront plan*
Any
Adobe Workfront license*

Plan, when using the Workload Balancer in the Resourcing area

Work, when using the Workload Balancer of a team or project

Access level configurations*

Edit access to the following:

  • Resource Management

  • Projects

  • Tasks

  • Issues

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 change your access level, see Create or modify custom access levels.

Object permissions

Contribute permissions or higher to the projects, tasks, and issues

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.

Update tasks and issues in the Workload Balancer Summary panel

  1. Go to the Workload Balancer.

    The Workload Balancer displays work assignment information starting with the current week.

  2. Go to the Unassigned Work area and find a work item.

    Or

    Go to the Assigned Work area, expand a user, and find a work item.

  3. Click the bar of a task or issue to open the Summary panel on the right.

    Or

    Click Open Summary icon , then click the bar of a task or issue to open the Summary panel.

    Or

    Click the More menu to the right of a task or issue, then click Open Summary.

    The Summary panel opens on the right.

    Example of the Summary panel in the Preview environment:
    Summary panel

    Example of the Summary panel in the Production environment:
    Summary panel

  4. Modify a number of fields for the work item, enter an update, or you navigate from here to other areas of Workfront to add documents or other information to the work item.

    note caution
    CAUTION
    Navigating from the Summary to the Substasks section to add subtasks removes the original task, because parent tasks do not display in the Workload Balancer.

    For more information about updating information using the Summary, see Summary overview.

  5. (Conditional) If you opened any of the sections of the work item, click your browser’s Back button to return to the Workload Balancer.

  6. Click the Close icon in the upper-right corner of the Summary, to close it.

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