Modify multiple user assignments in a task list
When managing task assignments, you can simultaneously modify them for multiple tasks at a time by using the bulk editing feature in a list of tasks.
This article refers to modifying multiple user assignments for multiple tasks in a task list. Also see the following articles for modifying assignments on multiple tasks in other areas:
- For information about assigning tasks using the Workload Balancer, see Overview of assigning work in the Workload Balancer.
For information about assigning a task to one resource in a list, see Assign tasks.
Access requirements
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|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Work or higher |
| Access level configurations |
Edit access to Projects and Tasks View or higher access to Users |
| Object permissions | Contribute or higher permissions to the tasks |
For information, see Access requirements in Workfront documentation.
Modify assignments for multiple tasks
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Go to the list that contains the tasks where you want to modify assignments.
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(Optional) Create a filter to display only tasks assigned to the assignee that you want to modify.
For example, if your project contains a specific role as the default assignee for multiple tasks, you can create a filter to display only tasks with that role as the assignee. Then, you can replace the role with a specific user.
For information about creating a filter, see Create or edit filters.
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To filter on a role, select Assignment Roles, then click ID.
note tip TIP Do not use the Assigned to field. This finds only the Primary Owner for the task instead of any of the roles that could be assigned to them. Or
To filter for a user, select Assignment Users, then click ID.
note tip TIP Do not use the Assigned to field. This finds only the Primary Owner for the task instead of any of the users that could be assigned to them. -
Select the tasks for which you want to modify assignments, then click the Edit icon
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To add or remove assignees, do one of the following:
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To add assignees, start typing the name of an assignee in the Search people, roles, or teams field, then select them when they display in the list.
The new assignee is added to the existing ones on the selected tasks.
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To remove assignees, click the name of an assignee in the Remove assignee box
Or
Click Remove all existing assignees.
Assignees are removed from all selected tasks.
Removing users from tasks can affect task hours and allocation percentages.
For more information, see Overview of modifying task assignments.
note tip TIP -
You can assign multiple users, job roles, or teams. You can assign only active users, job roles, and teams.
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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.
If a user, job role, or a team was assigned before they were deactivated, they remain assigned to the work item. In this case, we recommend the following:
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Reassign the work item to active resources.
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Associate the users in a deactivated team with an active team and reassign the work item to the active team.
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(Optional) Modify any of the following options for assignees:
- (Conditional) Allocation % or Hours: Specify a new allocation percentage or hours.
note note NOTE This option can be modified only if the Duration Type is the same across all tasks that are being edited. When the Duration Type is Calculated Work or Effort Driven you can update the Allocation %. When the Duration Type is Simple you can update the Hours. For information about Duration Type, see Overview of Task Duration and Duration Type. If the field is blank, this means that the value is different across tasks; however, you are still able to modify it. - Make Primary: Hover over the selected tasks and select this option to make the assignee the owner of the task for all tasks being edited.
- Assignee’s Role: Select a role from the drop-down list. If left unselected, Adobe Workfront automatically selects the Primary Role of the user.
- Duration Type
- Duration
- Planned Hours
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Click Save.
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