Follow
Managing Work in the Workfront Mobile App

Managing Your Work

You can view and update all tasks and issues that you are currently working on (items in your Working On tab in the Workfront web application). You can also work on or reassign work requests.

Viewing and Modifying Work Items

You can view tasks and issues that you are working on. 

NOTE If your system administrator has modified the names of the objects in Workfront as part of your layout template, the names of the objects are also modified in the mobile app. Our documentation always refers to the default object names. For more information about customizing object names in Workfront, see the "Customizing Object Names" section in "Understanding Objects."

  1. Navigate to the Workfront home page.
  2. Tap Work.
    You can view the following types of work:
    • Working On: By default, all tasks and issues that you are currently working on are displayed.
    • Work Requests: To view work requests, tap the Working On drop-down list, then tap either of the following options:
      • Ready to Start: Shows only tasks and issues that meet all of the criteria described in "Understanding Request List Filters" in "Work and Team Requests."
      • Not Ready to Start: Shows only tasks and issues that are not currently ready to start.
    • Team Requests: To view team requests, tap the Working On drop-down list, then tap any team that you are a member of that has requests associated with it.
  3. (Optional) To more easily locate a work item, you can either sort or filter the My Work list:
    • Tap the Sort icon, then select whether you want to sort by Commit Date, My Priority, Planned Completion, Project, or Name.

      For more information about these sorting options, see "Sorting Items That You Are Working On" in "Organizing Work on the My Work Page."
    • Tap the Search icon, then begin typing the name of the work item that you want to locate. The My Work list is sorted as you type.
  4. Tap a work item to view details about the work item.
    The following details about the work item are displayed:
    • Task or issue name
    • Project name
    • Tap this name to navigate to the project.
    • Description
    • Assigned to
      To modify the assignee, tap Assigned to, make any assignment changes, then tap Done.
    • Primary Contact (Issues only)
    • Submitted on
    • This will be done by
      To change this date, tap This will be done by, choose a new date, then tap OK.
      This is the same as the Commit Date. For more information about the Commit Date, see "Commit Date."
    • Status
      To change the status, tap Status, then choose a new status.
      For more information about project status, see "Task Statuses" and "Issue Statuses."
    • Priority
      To change the priority, tap Priority, then select a new priority.
    • Percent Complete (Tasks only)
      To change the percent complete, tap Percent Complete, use the slider to adjust the percentage, then tap Done.
      For more information about Percent Complete, see "Understanding Percent Complete for Projects."
    • Reference Number
      For more information about object reference numbers, see "Using the Reference Number of Objects."
  5. (Conditional) To view any custom forms that are attached to the work item that you have access to view, tap the More tab, then expand the custom form that you want to view.
    You can view custom forms that are attached to projects, tasks, issues, or documents.

    NOTE To modify data within the custom form, you must access Workfront from your web browser and modify the data as described in "Managing Custom Forms." 

Creating Tasks

You can create tasks and assign them to yourself, to another user, or to a team. You can create a single task, or you can create multiple tasks prior to saving.

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. Tap the Plus icon in the upper-right corner of the screen.


  4. Specify a name for the task.
  5. Tap the Date icon to choose a due date for the task.
    If you do not select a due date, the task is created without one.
  6. To assign the task to yourself, do not make any assignment selections. Tasks are assigned to you by default, and appear in your Working On area.
    Or
    To assign the task to another user or group, tap the Assign icon, tap any users or teams who you want to assign the task to, then tap Done.
  7. (Optional) To create another task, tap Next, then repeat Step 4 through Step 6.
    Repeat this step to create multiple tasks.
  8. Tap Save.
    A notification is displayed, indicating that the task has been created.

Marking A Task Or Issue As Done

You can mark any task or issue that you are currently working on as Done.

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. In the drop-down, select Working On.
  4. Do either of the following:
    • To quickly mark the work item as Done, tap and hold the item, then slide to the Done icon.
      If the work item is an issue, the issue is removed from your My Work list.
    • To view details about the work item before marking it Done, tap the work item, then tap I'm Done.
  5. (Conditional) If the work item is a task, select Done with my part or Complete, depending on the status of the task.
    The button changes briefly to I'm Not Done. Tap I'm Not Done if you are not done with the work item.
    If you navigate away from the work item, the item is removed from your Working On list. 

Providing a New Update or Commenting on an Existing Update for a Work Item

You can provide an update for items that you are currently working on:

  1. Navigate to the Workfront home page.
  2. Tap Work.
    You can view the following types of work:
    • Working On: By default, all tasks and issues that you are currently working on are displayed.
    • Work Requests: To view work requests, tap the Working On drop-down list, then tap either of the following options:
      • Ready to Start: Shows only tasks and issues that meet all of the criteria described in "Understanding Request List Filters" in "Work and Team Requests."
      • Not Ready to Start: Shows only tasks and issues that are not currently ready to start.
    • ​​Team Requests: To view team requests, tap the Working On drop-down list, then tap any team that you are a member of that has requests associated with it.
  3. (Conditional) To quickly provide an update for a work item, tap and hold the item, then slide to the Update icon. Skip to Step 7.
  4. Tap the work item for which you want to either provide an update or comment on an update.
  5. Tap Updates to view status updates associated with the work item.
  6. (Conditional) To comment on an existing update:
    1. Tap Add Comment below the update that you want to comment on.
    2. (Optional) To notify others about the update, tap Include others, select the users, groups, or teams that you want to include in the update, then tap the Send icon.
  7. (Conditional) To create a new update: 
    1. Tap the Share an update field, then specify your update.
    2. (Optional) To notify others about the update, tap Include others, select the users, groups, or teams that you want to include in the update, then tap Done.
    3. (Optional) To make the update public or private, tap the Lock icon.
       
    4. (Optional) To change the Commit Date of a task, tap the Options icon, tap Commit Date, then select a new Commit Date.
      For more information about the Commit Date, see "Commit Dates."
    5. (Optional) To change the Condition of a task, tap the Options icon, tap Condition, then select a new condition.
      For more information about Condition for tasks, see "Setting Condition."
    6. (Optional) To change the Status of a task, tap the Options icon, tap Status, then select a new status.
      For more information about issue statuses, see "Default Issue Statuses."
    7. (Optional) To change the percent complete of a task, slide the percent complete bar to the appropriate number.
      task_change_percent_complete.PNG
    8. Tap Save.
    9. Tap Send.

Deleting a Comment from a Work Item

If in your access level your system administrator allows you to delete comments you make, you can delete a comment on a work item in the mobile app. 

To delete a comment in the mobile app:

  1. Navigate to the work item on which you want to delete a comment you made.
  2. Tap the Updates tab, to find the comment.
  3. Long-press the comment you want to delete.
    delete_comment_in_work_updates_tab_with_delete_orange_highlight.PNG
    Several options are displayed.
  4. Tap the Delete option to delete the comment.

Working On A Request

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. In the drop-down menu, select any of the following options:
    • Work Requests: To view work requests, tap the Working On drop-down list, then tap either of the following options:
      • Ready to Start: Shows only tasks and issues that meet all of the criteria described in "Understanding Request List Filters" in "Work and Team Requests." 
      • Not Ready to Start: Shows only tasks and issues that are not currently ready to start.
    • Team Requests: To view team requests, tap the Working On drop-down list, then tap any team that you are a member of that has requests associated with it.
  4. Do either of the following:
    • Tap and hold the item that you want to volunteer to work on, then slide to the Work On It icon.
    • Tap the item that you want to volunteer to work on, then tap Work On It.

Reassigning A Request

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. In the drop-down list, select any of the following options:
    • Work Requests: To view work requests, tap the Working On drop-down list, then tap either of the following options:
      • Ready to Start: Shows only tasks and issues that meet all of the criteria described in "Understanding Request List Filters" in "Work and Team Requests."  
      • Not Ready to Start: Shows only tasks and issues that are not currently ready to start.
    • Team Requests: To view team requests, tap the Working On drop-down list, then tap any team that you are a member of that has requests associated with it.
  4. Do either of the following:
    • Tap and hold the item that you want to reassign to another user, then slide to the Reassign icon.
    • Tap the item that you want to reassign to another user, then tap Assigned to.
  5. (Conditional) De-select any users who are currently assigned to the request who should no longer be assigned.
  6. Select any users who you want to assign the request to, then tap Done.

Managing Approvals

  1. Navigate to the Workfront home page.
  2. Tap Approvals.
  3. Tap the drop-down list to select the type of approval that you want to approve.
    You can choose from Work, Document, Timesheet, or Access Request approvals.

    The following information is displayed in the list of approvals:
    Object name
    Project
    User who requested the approval
    Date when the approval was requested.

  4. Do one of the following to approve or reject the approval:​
    • To quickly approve an item from the Approvals page, tap and hold the item that you want to approve, then slide to the Approve icon.
    • On the Approvals page, tap the approval that you want to manage, then tap either RejectApprove, or Needs Changes (in the case of document approvals."
      To add a comment, tap in the Add Comment (optional) field, specify your comment, then tap Send.
    • To approve the proof of a document, tap the document proof approval, then tap Go to Proof. This will open the Workfront Proof mobile viewer. At the top of the viewer, tap the Review button and tap Approved, Approved with Changes, or Rejected to make your decision.
      Screen_Shot_2017-07-24_at_11.31.16_AM.png
      Select the Send me an email confirmation of my decision field if needed, then tap Save

Editing Custom Forms

You can edit a custom form in the Workfront mobile app if the custom form is already attached to a project, issue, task, or document. You cannot associate a new form with an object using the mobile app. You can only see forms that have already been attached to the object using the Workfront web application.

To edit a custom form on a project, issue, task, or document in the Workfront mobile app:

  1. Tap the name of the object you want to edit when using the mobile app when you find it in a list. 
  2. Tap the More tab.
    If an object does not have a custom form attached to it, the More does not display.
  3. Tap the name of the form to open it.
    August9_edit_custom_form_on_task.PNG
  4. Tap the pencil icon for any field that displays it, to edit the field.
  5. Depending on what type of field you are editing, tap Save or Done when you finish editing a field. 
    If the custom field is a list of options, the selection you make is saved automatically. 
  6. Tap the back arrow on the custom form to return to the list of objects.

Viewing and Contacting Users

Viewing Users, Groups, And Team In The Workfront System

You can view all users, groups, and teams in the Workfront system that you have access to. 

  1. Navigate to the Workfront home page.
  2. Tap Contacts.
    Users, groups, and teams that you have access to in the Workfront system are displayed.
  3. (Optional) Tap a user to view the user's profile information.
    You can tap the user's email address to send them an email, or tap the user's phone number to call or text them.

Calling, Texting, Or Emailing Workfront Users From The App

You can call, text, or email users directly from the Workfront mobile app.

  1. Navigate to the Workfront home page.
  2. Tap Contacts.
    Users, groups, and teams are displayed
  3. (Conditional) To view members in a group or team, tap the group or team name.
  4. Tap the user who you want to call, text, or email, then tap the linked phone number or email address.
    Or
    Tap and hold the user who you want to call, text or email, then slide to the appropriate icon in order to complete the action.