Filter: personal tasks

This task filter returns ad hoc work requests sent to a user, or to-do items added by users in their To-dos widget in the Home area.

Ad hoc work requests and to-do items are saved in Adobe Workfront as personal tasks.

Personal tasks are not connected to a project but they can be moved to a project, if needed. For information, see Create personal tasks.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
Adobe Workfront plan Any
Adobe Workfront license*

New:

  • Contributor to modify a filter

  • Standard to modify a report

Current:

  • Request to modify a filter

  • Plan to modify a report

Access level configurations

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a filter

Object permissions Manage permissions to a report

*For information, see Access requirements in Workfront documentation.

Filter personal tasks

To create this filter:

  1. Go to a list of tasks or a task report.

  2. From the Filter drop-down menu, click New filter.

  3. (Conditional) Click Add a filter rule of you are accessing the filter from a report, or start selecting your filter criteria in the first field, if you are accessing the filter from a list.

  4. (Conditional) Select the following filtering criteria:

    • From a list filter: Task > Personal Is true
    • From a report filter: Task > Personal > Equal (Case sensitive) > True.
  5. Save the filter.

    The list displays only personal tasks that are not on any projects.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43