DocumentationWorkfrontWorkfront Guide

Configure the Done button for tasks

Last update: Fri Oct 25 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Rubriques :

Créé pour :

  • Utilisateur ou utilisatrice

The Done button can automatically set the status of a task or an issue. By default, Adobe Workfront marks a task as Completed when an assignee clicks Mark as done on their work item.

NOTE
The Done button displays as Mark as done in all areas of Workfront.

Overview

Users with certain permissions can configure the Done button to associate it with certain statuses in the system. There are two different ways the Done button works for tasks in Workfront:

  • If the user has an assigned Home Team, a Workfront administrator or a user with a Plan license can configure the Done button to reflect certain statuses for team members. See Configure the Done button for a Team in this article.
  • If the user does not have a Home Team, but they have Other Teams in their profile, Workfront searches for the setting of the Done button on any of the teams associated with the user. The selection is random and the status associated with any of the teams is used for the task.
  • If the user does not have a Home Team assigned, the Done button for tasks is tied to a complete status. There are no configuration options available in this scenario. The Done button automatically defaults to this status.

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 layout-auto html-authored no-header
Adobe Workfront plan Any
Adobe Workfront license

New: Standard

or

Current: Plan

For more detail about the information in this table, see Access requirements in Workfront documentation.

Configure the Done button for a Team

You can change which status is applied to the work item with the Done button. You can also set multiple statuses and allow the user to choose which status is appropriate.

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Teams.

  2. Click the Switch team icon, then either select a new team from the drop-down menu or search for a team in the search bar.

  3. Click the More menu, then click Edit.

  4. Find the Done Button section at the bottom of the Team Settings page.

  5. Select one status or more than one status for each work item type.

    note note
    NOTE
    Consider the following when selecting statuses for tasks or issues:
    • When you select one status for each type of work item, the task or issue status is set to that status when a user clicks Done on their item. If you set multiple statuses for each type of work item, a drop-down menu is added to the Done button and the user must pick a status to change the status on the work item.
    • You can associate only system-level statuses with the Done button. You cannot associate Group-specific statuses with work item statuses.
    • When a user assigned to the item places the item in the status associated with the Done button, the item displays as Done for that user regardless of whether the status you select is a Completed or Closed status or a working status.
    For example, associating the Done button with In Progress causes the work item to display as Done for the user who changes the status from New to In progress.

    • Issue types are customizable and they might have different names than listed below in your environment.
      Following are the default tasks and issue types:

    • Tasks

    • Issue

    • Request

    • Change Order

    • Bug Report

    If the task or issue is assigned to multiple users, you see a “Done with my part” option in the drop-down menu, in addition to the multiple statuses chosen for your team.

  6. Click Save Changes.

Associate users with a Home Team

To make the changes to the Done button functionality visible to users, you can make the team whose settings you changed the Home Team of the users.

To associate users with a Home Team:

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront.

  2. Click Users, then select the user or users you want to associate with a Home Team.

  3. Click the More menu, then click Edit.

  4. In the Organization section, select the Home Team field. Start typing the name of the team whose settings you want to associate with the users. Click the name of the team when you see it in the list.

  5. Click Save Changes.
    The users you selected are now associated with a Home Team.
    Any team settings, including the statuses associated with the Done button are now visible to these users.

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