Access requirements
Expand to view access requirements for the functionality in this article.
*For information, see Access requirements in Workfront documentation.
Considerations for multiple assignments to job roles, teams, and users
Consider the following when assigning multiple resources to a work item:
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Users can have more than one job role associated with their profile. For information about associating users with job roles, see Edit a user’s profile.
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Tasks or issues are usually first assigned to one or multiple job roles or teams. When projects are ready to start, they might need to also be assigned to users.
If a task or an issue is assigned to one or multiple roles and then you also assign a user, Adobe Workfront decides which job role to associate with the additional user (if any) according to the following rules:
- If there is only one job role assigned and it matches the user’s Primary Role, then the task or issue is assigned only to the user fulfilling their Primary Role.
- If there are multiple roles assigned and at least one of the roles matches the user’s secondary roles, then the task or issue is assigned to the user fulfilling one of their Other Roles — which Workfront selects at random if there are multiple matches — as well as any additional roles that are assigned.
- If there is one or more job roles assigned and there are no matches to the user’s roles, then the task or issue is assigned to both the role or roles as well as to the user.
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If a task or an issue is assigned to a team and you also assign a user, the task or issue remains assigned to both the team and the user.
Assign a single issue
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Go to an issue that you want to assign.
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Click Assign to in the upper-right corner of the issue header, in the Assignments area
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Click the name of the current assignments, if the issue is already assigned.
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Do one of the following:
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Start typing the name of a user, role, or team that you want to assign, then click it when it appears on the list.
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(Conditional) Click one of the names, roles, or teams in the available lists
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Click Assign to me to assign it to yourself
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Click Advanced.
Creating advanced assignments is similar for tasks and issues. For information about how to make advanced assignments, see Create advanced assignments.
TIP
When adding a user assignment, notice the avatar, the user’s Primary Role, or their email address to distinguish between users with identical names.Users must be associated with at least one job role to view it as you add them.You must have the View Contact Info setting enabled in your access level for Users to view users’ emails. For information, see Grant access to users
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Click Save to complete assigning the issue.
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(Optional) Click the X icon next to the name of the assignments in the Assignments area on the header of the issue to remove an assignment.
Assign an issue in a list
You can assign issues in a list or a report when any of the assignments fields are visible in the list’s view. This is faster way to assign issues.
Depending on which field is visible in the view you can assign the following entities to the issue:
Option | Entities assigned |
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Assign To | Assign one user |
Assigned | Assign one user |
Assignments | Assign users, job roles, or teams. |
To assign issues in a list:
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Go to a list of issues that has the Assigned To, Assigned, or Assignments fields in the view.
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To assign issues do one of the following:
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Click inside the Assigned To or Assigned fields and start typing the name of an active user that you want to assign to the issue, then click it when it displays in the list.
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Click inside the Assignments field and start typing the name of an active user, job role, or active team that you want to assign to the issue, then click it when it displays in the list.
TIP
When adding a user assignment, notice the avatar, the user’s Primary Role, or their email address to distinguish between users with identical names.Users must be associated with at least one job role to view it as you add them.You must have the View Contact Info setting enabled in your access level for Users to view users’ emails. For information, see Grant access to users. -
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(Conditional) When visible in the Assignments field, click the People icon
TIP
You cannot make advanced assignments from the Assigned To or Assigned fields. -
After adding your assignees to the issue, press Enter or click anywhere on the page to save your changes.