Create tasks in a project

Go to the project where you want to create a task.

Click Tasks in the left panel.

(Conditional) If you are currently viewing the task list in an agile view, click the List View icon in the upper-right corner to display the task list.

(Optional) Click the Plan Mode icon and select Manual Save, then select either Standard or Timeline Planning. This disables the Autosave option which is enabled by default.

Create a new task by doing one of the following:

• Click New Task at the top of the task list.
• Click Add More Tasks at the bottom of the task list.

(Conditional) If you clicked New Task do the following:

1. Specify any of the fields on the limited list of fields inside the New Task box, then click  Create Task if you want to quickly create a task.

   Or

   To update all fields for the task, click More Options to open the Create Task box.

   

   The Create Task box opens.

   

   note note
   NOTE
   Depending on how your Workfront administrator sets up our Layout Template, the fields in the Create Task box might display different fields in your environment. For information, see Customize the Details view using a layout template.

2. Specify information for the following areas in the left panel of the Create Task box:

   • Task Name

   • Overview

   • Assignments

   • Custom Forms

   • Finance

   • Settings

     For information about defining all task-related fields on a task, see Edit tasks.

3. (Conditional and optional) If you want the task to be recurring, update the Recurrence Frequency field. For more information about creating recurring tasks, see Create recurring tasks.

4. (Optional) Click Documents in the left panel to attach a document to the new task, then click Add or link files to add a document to the task from your computer, another service, or to link documents and folders from your computer or another service.

(Conditional) If you clicked Add More Tasks in step 5, start entering the task information using in-line editing, then press Enter.

We recommend using this option especially when adding multiple tasks to the list.

(Conditional) Do one of the following:

• If you clicked New Task in step 5, click Create task to save your changes and add the new task to your project.

• If you clicked Add More Tasks in step 5 do the following:

  1. Click anywhere in the browser to submit your changes, or press Enter.

  2. (Optional) In the task list, select the newly created task, then click Indent.

     This makes the new task a child or subtask of the previous task.

     For more information about children tasks, see Create subtasks.

  3. (Conditional) If you disabled the Autosave option after pressing Add More Tasks, you may do the following:

     • Click Undo at any time to reverse your last change, or Cancel to reverse all the changes you made to the task list.
     • If you previously clicked Undo, click Redo to re-apply the last change you canceled.
     • Click Save to save your changes to the task list.

(Conditional) Ensure you or other users have created personal tasks.

For information, see Create personal tasks.

Create a personal task filter and apply it to a task report or list.

For information, see Filter: personal tasks.

Click a task name in the personal task report to open it.

Workfront saves personal tasks in an unlisted personal project that is always named according to this pattern: "< User’s full name >'s Tasks. For example, a personal project could be named “Rick’s Tasks.”

From the task page, click the More menu , then click Move. For more information about moving tasks, see Move tasks.

After you finish moving the task, the task displays on the project you selected. The project timeline might be affected by the timeline of the new task.