Make smart assignments

Last update: January 17, 2025

CREATED FOR:

  • User

The highlighted information on this page refers to functionality available only in the Preview environment.

You can use smart assignments to identify who the best user is to complete the work.

Smart assignments are suggestions for users, roles, or teams that Adobe Workfront presents to you when you assign work items to resources. Workfront bases its suggestions on an algorithm that determines the most appropriate resource for the job.

For more information about the criteria used in determining smart assignments, see Smart assignments overview.

Access requirements

Expand to view access requirements for the functionality in this article.
Adobe Workfront planAny
Adobe Workfront license*

New: Standard

Or

Current: Work or higher

Access level configurations

Edit access to Tasks and Issues

View or higher access to Projects

Object permissionsContribute or higher permissions with the ability to make assignments on tasks and issues

*For information, see Access requirements in Workfront documentation.

Make smart assignments

Smart assignments are available in most locations where you can make assignments in Workfront.

  1. Go to an the following areas the click the Assignments or Assign this to field:

    • A task or issue list or report
    • A task or issue header
    • The task or issue Summary panel
    • A task or issue in the Workload Balancer

  2. Place your cursor in the Assignments field, and wait for two seconds.

    Smart assignments display in the following sections:

    • Users and teams, Job roles, or Rate card job roles:

    For more information, see Smart assignments overview.

  3. Select the resource in the recommendations list by clicking their name.

  4. (Optional) Click Assign to me to assign the work item to yourself.

    TIP
    If there are no suggestions, the suggestion list does not open.

  5. (Optional) If you do not want to use one of the recommended users from the smart assignments list, start typing the name of the desired resource and select the name when it appears in the list.

  6. Click Enter to make the assignment.

    The selected user is assigned to the task or issue.

Previous pageManage user and role allocation hours on tasks
Next pageManage tasks

Workfront