When to modify user assignments on tasks

You might want to modify the user assignments for tasks for a variety of reasons, including the following:

  • Users join or leave your team

  • A user takes a vacation that extends beyond task due dates

    NOTE
    When assigning users to work, their availability according to their schedules affects the Planned and Projected Dates of tasks. For information about schedules, see Create a schedule.
  • A specific role or user is set as the assignee for multiple tasks and you want to quickly modify all items to be assigned to a different user or role

Considerations for multiple assignments to job roles, teams, and users

Consider the following when assigning multiple resources to a work item:

  • 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.

  • Tasks or issues are usually first assigned to one or multiple job roles or to a team. 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.
  • 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.