Smart assignments overview

Last update: January 17, 2025

CREATED FOR:

  • User

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

When managing task and issues assignments, you can use smart assignments to identify who the best resource is to complete the work.

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

NOTE
When suggesting users, smart assignments do not take into account the availability of the user. However, their availability according to their schedules affects the Planned and Projected Dates of tasks and issues when they are assigned. For information about schedules, see the article Create a schedule.

This article contains general information about smart assignments. For information about using smart assignments to assign tasks and issues to users, see Make smart assignments.

Smart assignments overview

Consider the following when working with smart assignments:

  • The suggested assignments are always active users, job roles, or teams.
  • The resource listed first should be the best match for the task.

Locate smart assignment suggestions

You can view smart assignments in the following areas where you can assign tasks or issues:

  • An issue list or report in the Assignments column

  • A task list or report in the Assignments column

  • A task header in the Assignments field

  • An issue header in the Assignments field

  • The task or issue Summary panel in the Assignments area

  • Workload Balancer in the Assigned this to area when you assign a task or issue

Smart assignments criteria

Workfront calculates smart assignments for tasks in the same way that it calculates them for issues.

The identified assignments are listed in the Users and teams, Job role assignments, and Rate card roles sections of the Assignments field. For more information on rate cards, see Manage rate cards.

Users are recommended in the smart assignments drop-down list based on a combination of the following criteria (listed in order from most important to least important):

  1. Users assigned to other work items in the past 30 days by the user making the assignment. The first 50 users that match this criteria display. The user that is most often assigned displays first.

  2. If the work item is assigned to a team or a role, the list of suggested users is filtered further taking into account the existing assignments below. In this case, only the following users display in the list of suggestions:

    • Users whose Home Team is the team assigned to the work item.
    • Users whose Primary Role is the role assigned to the work item.
TIP

  • If there is no role or team assigned on the task or issue, Workfront displays all the users assigned for the last 30 days, up to 50 users.

  • If you have not made any assignments in the past 30 days, only users that belong to either the assigned team or have the role assigned to the work item display in the smart assignments list.

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