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Managing Work in the Workfront Mobile App

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The highlighted information on this page refers to functionality available only for the iOS platform.
This functionality is not yet available for Android devices. 

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."

Accessing items from your work list differs depending on whether you are displaying it in the Work or Home area. These areas cannot be displayed simultaneously. 
For more information about selecting which area to display your Work List in, see the "Disabling Areas in the Mobile App" section in "Getting Started with the Workfront Mobile App."

Viewing and Modifying Items in the My Work Area

You can view items in the  My Work area in the Workfront mobile app.
You can modify any fields that are followed by an arrow or a More icon. 
three_dot_stacked_icon_More_menu.png

To access and modify items from your My Work area: 

  1. Tap the My Work icon at the bottom of your screen.
    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.
  2. (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 Filter icon, then start typing a keyword to find only items that match that word.
      mobile-filter_icon_on_my_work.png
    • Tap the Search icon, then begin typing the name of the work item that you want to locate. Items that match the search criteria start populating the My Work list. 
  3. Tap a work item to view details about the work item.
    You can modify any fields that are followed by an arrow or the More icon. 
    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 Name
      To modify the assignee, tap Assigned to, make any assignment changes, then tap Done.
    • Primary Contact (Issues only)
    • Submitted on date
    • This will be done by date
      To change this date, tap This will be done by, choose a new date, then tap Done.
      This is the Commit Date of the item.
      For more information about the Commit Date, see "Understanding Commit Dates."
    • Status
      To change the status, tap Status, then choose a new status.
      For more information about project status, see "Understanding Task Statuses" and "Understanding 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.
      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."
  4. (Optional) Tap the Updates tab to add updates to the work item.
  5. (Optional) For tasks only, tap the Subtastaks tab to see a list of subtasks.
  6. (Optional) For tasks only, tap the Issues tab to see a list of issues.
  7. (Optional) Tap the Docs tab to review documents. 
  8. (Conditional) To view any custom forms that are attached to the work item that you have access to view, tap Show More at the bottom of the Details tab of the item.
    You can view custom forms that are already attached to projects, tasks, issues, or documents.
    You cannot add a new custom form to any object using the mobile app. 
    For information about editing custom forms, see the "Editing Custom Forms" section in this article. 
    mobile__more_tab.png

Viewing and Modifying Items in the Home Area

NOTE Enable the Home area to try out the new Work experience. This area is currently being developed.
For more information about enabling the Home area, see "Getting Started with the Workfront Mobile App."

You can view items in the Home Area in the Workfront mobile app.
You can modify any fields that are followed by an arrow or a More icon.

To access and modify items from your Home area: 

  1. Tap the Home icon at the bottom of your screen.
    By default, your work items are sorted by Date.
    The following work items display in one common list regardless of whether you have accepted to work on them or not:
    • Tasks 
    • Issues 
    • Personal Tasks
      If you have not accepted to work on an item, it appears as a Request.
      All items are displayed by default. 
      work_list_on_mobile.jpg
  2. You can view all items grouped by the following sections, by default:
    • Late: The Planned Completion Date of the items listed in this area has passed.
    • Today: The Planned Completion Date of the items listed in this area is either today or in the future. 
  3. (Optional) From the Show drop-down menu, select one of the following options to limit what displays in the Work List:
    • All: Displays all items. This is the default setting.
    • Tasks: Displays only tasks.
    • Requests: Displays only items that you have not accepted to work on yet.
    • Approvals: Displays a list of items waiting for your approval.
      Only approvals that have been submitted within the past month are listed. 
    • Personal: Displays a list of personal tasks. 
  4. (Optional) From the View drop-down, select one of the following options to change how the items are grouped and sorted:
    • Date: Groups items in the Late and Today sections, and displays them in chronological order of their Planned Completion Date, with the most recent first.
      This is the default setting.
    • Priority: Groups items and displays them in order of Priority.
      The items with a higher priority are listed first. 
    • Today: Allows you to display items which are due on a specific date.
      Today_date_selector_in_new_Home_ios.jpg

  5. (Optional) Enable the Complete option if you want to view items that you have completed.
  6. (Optional) Tap the Search icon, then begin typing the name of the work item that you want to locate. Items that match the search criteria start populating the Work List.
  7. Tap a work item to view it.
    The following details about the work item are displayed:
    • Task or Issue Name
    • Project Name
    • Description
    • Planned Completion Date
    • Assignments
  8. (Optional) Tap the Updates tab to add updates to the work item.
  9. (Optional) Tap the Docs tab to review or attach documents.
  10. Tap the name of the task or issue to display more information.
    You can modify any fields that are followed by an arrow or a More icon. 
    In addition to the information listed above, the following details about the work item are displayed:
    • Assigned to Name
      To modify the assignee, tap Assigned to, make any assignment changes, then tap Done.
    • Primary Contact (Issues only)
    • Submitted on date
    • This will be done by date
      To change this date, tap This will be done by, choose a new date, then tap Done.
      This is the Commit Date of the item.
      For more information about the Commit Date, see "Understanding Commit Dates."
    • Status
      To change the status, tap Status, then choose a new status.
      For more information about project status, see "Understanding Task Statuses" and "Understanding 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.
      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."
  11. (Optional) Tap Show More to review or edit Custom Forms. If no forms are attached to the work item the Show More link does not display. You cannot add a new Custom Form to an existing item using the mobile app. 
  12. (Optional) Tap the Updates tab to add updates to the work item.
  13. (Optional) For tasks only, tap the Subtastaks tab to see a list of subtasks.
  14. (Optional) For tasks only, tap the Issues tab to see a list of issues.
  15. (Optional) Tap the Docs tab to review or attach documents. 

Creating Tasks

Creating Tasks in the Home or My Work Areas

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 main menu.
  2. (Conditional) Depending on which area you selected in your Settings, tap Work or Home to access your Work List.
    Your Home displays if you have Home enabled, and Work displays if you have My Work enabled. 
  3. Tap the Plus icon.
    mobile_add_item_Android.png or  mobile_add_item_iOS.png

  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 on Android or the Assignee icon on iOS, then tap any users or teams who you want to assign the task to, then tap Done.
  7. Tap Save or the Check Mark icon to save the task.
    A notification is displayed, indicating that the task has been created.

Creating Tasks and Subtasks from Projects and Tasks (Available Only for iOS Platforms)

You can create tasks on a project or subtasks on an existing task. This functionality is currently available only for iOS platforms. It is not available for Android. 

To create a task or subtask:

  1. Navigate to a project or to an existing task.
  2. Tap the Plus icon.
    mobile_plus_icon__1_.png
  3. (Conditional) Select Create Task if you selected a project
    Or
    Select Create Subtask is you selected a task.
  4. Specify the following information:
    • Name: this is the name of the task. (this is a required field)
    • Description: additional information about the task.
    • Priority
    • Start Date: this is the Planned Start Date of the task.
    • Planned Completion Date (this is a required field)
  5. (Optional) Tap Assignee to assign another user or a team to the task.
  6. Tap the name of a user or a team to assign them to the new task.
  7. (Optional) Tap Add forms to add custom forms, then select up to 10 custom forms from the list.
  8. (Optional) Drag and drop the forms to change the order they display on the task.
  9. Tap the Check Mark icon to save the task. 
    mobile_check_mark_icon.png
    The new task is placed as the last task of the project, or as the last subtask of the selected task.

Marking a Task or Issue As Done 

You can close or complete any task or issue that you are currently working by marking it as Done. 

To mark a task or an issue as Done:

  1. (Conditional) If you selected the My Work area in your Settings, tap My Work, then Working On.
    Or
    If you have selected Home in your Settings, tap Home from any page in the Workfront mobile app.
  2. Tap an item assigned to you to view it, then tap I'm Done to mark it Done.
    Or
    (Conditional) If you selected My Work in your Settings, tap the Check Mark icon to mark the item as Done.
    mobile_check_mark_for_done.png
    Or
    Swipe the item in the list from right to left, and select Done.
    mobile_swipe_on_item_with_done_button.png
  3. (Conditional) If the work item is assigned to multiple resources, select Done with my part or a status that equates Complete (for tasks) or Closed (for issues). 
    The button changes briefly to I'm Not Done.
  4. (Optional) Tap I'm Not Done or Undo if you are not done with the work item.
    If you navigate away from the work item after marking it Done, the item is removed from your Working On or Work List, if you selected My Work in your Settings. It will be removed from your lists if you selected Home in your Settings. 

Working on a Request

  1. (Conditional) If you enabled My Work in your Settings, do the following:
    1. Tap My Work in the bottom navigation bar, then expand your work lists, and tap Ready to Start.
    2. Tap an item to open it, then tap the Work on it icon.
      The icon turns into a check mark.
      mobile_android_beta_work_on_it_triangle.png
      Or
      Swipe an item in your Ready To Start list from right to left, then tap Work on it
      mobile__swipe_with_work_on_it_button.png
      The Work on it option is renamed to Done and an additional Move to Requests option is added to the swipe menu. 
    3. (Optional) Tap Reassign to assign the item to another user or team.
  2. (Conditional) If you enabled Home in your Settings, do one of the following:
    1. Select Requests from the Show drop-down menu.
    2. Tap on an item to open it, then tap Work On It.
      Or
      Swipe an item in your Requests list from right to left then tap Work on it
      The Work on it option is renamed to Done and an additional Move to Requests option is added to the swipe menu. 
    3. (Optional) Tap Reassign to assign the item to another user or team. 
    4. For more information about reassigning items to another user or team, see "Reassigning a Request."

Reassigning a Request

You can reassign a work item to another user or team in the mobile app.

NOTE If you do not have permissions to change assignments on items, the Assigned to field is not editable and you cannot display the Reassign options on the swipe menus.

To reassign a request in the Workfront mobile app: 

  1. (Conditional) If you have enabled the My Work area in your mobile app, tap My Work in the bottom navigation bar.
  2. From any list in this area, tap the item that you want to reassign to another user, then tap the right pointing arrow or the More icon in the Assigned to field.
    Or
    (Conditional) Whether you enabled either the My Work or the Home areas in your Settings, from any lists of work items, swipe an item from right to left, then tap Reassign.  
    mobile_reassign.png
  3. (Optional) De-select any users who are currently assigned to the request who should no longer be assigned.
  4. Select any users who you want to assign the request to, then tap the Check Mark icon or Done in the upper right corner, to reassign the item and return to the My Work or the Work List

Managing Tasks

You can manage information about tasks in the mobile app after you have accessed the task. 

Accessing Tasks in the Mobile App

In addition to accessing tasks from the My Work area of the mobile app, you can also access them from a project. 

To access tasks in the mobile app from a project:

  1. Navigate to the Workfront main menu.
  2. Tap Projects, then the name of a project, then tap the Tasks tab. 
    NOTE If your system administrator customized the names of the objects in your instance, the Projects area or Tasks tab might be under different names. For more information about customizing object names in Workfront, see the "Customizing Object Names" section in "Understanding Objects."
    The list of tasks on the project displays. Parent tasks are displayed in bold.
    mobile_tasks_tab_on_project.png
    The following information about each task displays in the list:
    • Task Name
    • Percent Complete bar
    • Status
    • Description
    • Planned Completion Date
    • Assignees avatars
    • Document icon (when a document is assigned to a task)
  3. Tap the name of a task to open it.

Managing Task Information

  1. Navigate to a task in the Workfront mobile app. 
    For more information about accessing tasks in the mobile app, see "Accessing Tasks in the Mobile App."
    mobile_new_task_UI.png
  2. Tap the name of the task to inline edit it.
  3. In the Task tab, tap any field followed by a More icon to edit it. 
    The following task fields are displayed:
  4. (Optional) Tap the Log Time icon to add time to the task.
    For more information about logging time in the Workfront mobile app, see "Logging Time in the Workfront Mobile App."
  5. (Optional) If the task is assigned to your or your team, tap Work On It if you want to start working on the task.
    Or
  6. (Optional) If you are currently working on the task, tap I'm Done to complete the task. 
    For more information about completing work in the mobile app, see "Marking a Task or Issue as Done."
  7. (Optional) Tap the More icon in the upper-right corner, then Share, to copy a link to the task to another application or to the clipboard. 

Logging an Update for a Task

  1. Navigate to a task in the Workfront mobile app. 
    For more information about accessing tasks in the mobile app, see "Accessing Tasks in the Mobile App."
  2. Tap the Updates tab.
    All updates that have been previously entered on the task or issues logged for the task display in the Updates tab. 
  3. Scroll through the list to find a specific one.
    Or
  4. Tap Share an Update to create a new update.
    For more information about logging updates for tasks, see the "Managing Updates"
     section.
    (Optional) For more information about deleting an update, see "Deleting a Comment."

Managing the Subtasks List

  1. Navigate to a task in the Workfront mobile app. 
    For more information about accessing tasks in the mobile app, see "Accessing Tasks in the Mobile App."
  2. Tap the Subtasks tab.
    NOTE If your system administrator customized the names of the objects in your instance, the Subtasks tab might be under a different name. For more information about customizing object names in Workfront, see the "Customizing Object Names" section in "Understanding Objects."
    All children tasks for the task are displayed.
    mobile_subtasks_list.png
  3. Tap the name of a subtask to access it and edit information on it.
    For more information about managing task details, see "Managing Task Information."

Managing the Issues List

  1. Navigate to a task or a project in the Workfront mobile app. 
    For more information about accessing tasks in the mobile app, see "Accessing Tasks in the Mobile App."

    For more information about accessing projects, see "Working with Projects in the Workfront Mobile App."
  2. Tap the Issues tab.
    All issues logged on the task are displayed.
    mobile_issue_list_on_task.png
  3. Tap the name of an issue to display information about the issue.
    For more information about managing issue information, see "Managing Issue Information."
  4. Select any of the following tabs to edit or add more information to the issue:
    • Issue
    • Updates
    • Docs
    • (Optional) More
      The More tab displays only when a custom form is attached to the issue.
      For more information about managing issues and their details in the mobile app, see "Managing Issues."
  5. (Optional) Tap New Issue to add issues to the task. 
    For more information about adding issues to a task, see "Creating Issues."

Viewing Task Documents

  1. Navigate to a task in the Workfront mobile app. 
    For more information about accessing tasks in the mobile app, see "Accessing Tasks in the Mobile App."

  2. Tap the Docs tab.
    All documents uploaded on the task or the issues logged on the tasks are displayed.
    mobile_documents_on_the_task.png
  3. Tap the name of the document that you want to view.
    By default, the Document tab displays.
    For more information about viewing and opening documents, see "Working with Documents in the Workfront Mobile App."

Editing a Task Custom Form

Editing the custom form of an issue or project in the Workfront mobile app is identical to editing the custom form of a task. 

You can edit a custom form attached to a task in the Workfront mobile app if the custom form is already attached to the task. You cannot associate a new form with a task in the mobile app. 

To edit a custom form on a task using the mobile app:

  1. Navigate to a task in the Workfront mobile app.
    For more information about accessing a task in the mobile app, see "Accessing Tasks in the Mobile App."
  2. Tap the More tab. You might need to scroll from right to left to see the More tab.
    A task with no custom form attached does not display a More tab.
    For more information about editing a custom form in the Workfront mobile app, see "Editing Custom Forms."

Managing Issues
You can manage information about issues in the mobile app after you have accessed the issue. 

Creating Issues

You can create issues in the mobile app on an existing project, or a task.

Updating information on a newly created issues is similar to updating the information on a newly submitted request in the mobile app. 

To create an issue using the mobile app:

  1. Navigate to a project or a task in the Workfront mobile app. 
    For more information about accessing a project in the mobile app, see the "Accessing Projects in the Mobile App" section in "Working with Projects in the Workfront Mobile App."
    For more information about accessing a task in the mobile app, see "Accessing Tasks in the Mobile App."
  2. From any tab, tap the Plus icon in the upper-right corner.
    mobile_plus_icon__1_.png
    The New Issue form displays. 
    For more information about submitting requests in the mobile app, see "Submitting Requests in the Workfront Mobile App."
  3. Specify the following information:
    • Issue Type
    • Issue Name
    • Description
    • Priority
  4. Tap Add Documents to browse for documents and add them to your issue.
  5. Tap Submit to submit the issue. 

Accessing Issues in the Mobile App

In addition to accessing issues from the My Work area of the mobile app, you can also access them from a project. 

To access issues from a project in the mobile app: 

  1. Navigate to the Workfront main menu.
  2. Tap Projects, then the name of a project, then tap the Issues tab. 
    Or
  3. Select the Tasks tab from a project, tap the name of a task, then tap the Issues tab. 
    NOTE If your system administrator customized the names of the objects in your instance, the Projects area, and Tasks and Issues tabs might be under different names. For more information about customizing object names in Workfront, see the "Customizing Object Names" section in "Understanding Objects."
    The list of issues on the project or task displays.
    By default, the issues on the Open Issue list are displayed. 
    mobile_issue_list_on__a_project.png
    The following information about each issue displays in the list:
    • Issue Name
    • Status
    • Description
    • Priority
    • Entered Date
    • Assignees avatars
    • Document icon (when a document is assigned to an issue)
      To access an issue do the following:
      1. (Optional) Tap Open Issues and select to display either the Closed Issues or All Issues lists. 
      2. (Optional) Tap the magnifying glass and start typing a keyword to search for an issue. 
  4. Tap the name of an issue to open it.

Managing Issue Information 

  1. Navigate to an issue in the Workfront mobile app.
    For more information about accessing an issue in the mobile app, see "Accessing Issues in the Mobile App."
  2. (Optional and conditional) If you have enabled Home for your Work List, tap the name of the issue to display more details about the issue. 
  3. Tap the name of the issue to inline edit it.
  4. In the Issue tab, tap any field followed by an arrow or a More icon to edit it.
    The following issue fields are displayed:
  5. (Optional) Tap the Log Time icon to add time to the issue.
    For more information about logging time in the Workfront mobile app, see "Logging Time in the Workfront Mobile App."
  6. (Optional) If the issue is assigned to your or your team, tap Work On It if you want to start working on the issue.
    Or
  7. (Optional) If you are currently working on the issue, tap I'm Done to complete the issue. 
    For more information about completing work in the mobile app, see "Marking a Task or Issue as Done."
  8. (Optional) Tap the More icon in the upper-right corner, then Share, to copy a link to the issue to another application or to the clipboard. 

Logging an Update for an Issue

  1. Navigate to an issue in the Workfront mobile app.
    For more information about accessing an issue in the mobile app, see "Accessing Issues in the Mobile App."
  2. Tap the Updates tab.
    All updates that have been previously entered on the issue display in the Updates tab. 
  3. Scroll through the list to find a specific one.
    Or
  4. Tap Share an Update to create a new update.
    For more information about logging updates for issue, see the "
    Managing Updates" section.
    (Optional) For more information about deleting an update, see the "Deleting a Comment" section.

Viewing Issue Documents

  1. Navigate to an issue in the Workfront mobile app. 
    For more information about accessing issue in the mobile app, see "Accessing Issues in the Mobile App."
  2. Tap the Docs tab.
    All documents uploaded on the issue are displayed.
  3. Tap the name of the document that you want to view.
    By default, the Document tab displays.
    For more information about viewing and opening documents, see "Working with Documents in the Workfront Mobile App."

Editing an Issue Custom Form

You can edit a custom form attached to an issue in the Workfront mobile app if the custom form is already attached to the issue. You cannot associate a new form with an issue in the mobile app. 

To edit a custom form on an issue using the mobile app:

  1. Navigate to an issue in the Workfront mobile app.
    For more information about accessing an issue in the mobile app, see "Accessing Issues in the Mobile App."
  2. In the Details tab, tap Show More
    An issue with no custom form attached does not display the Show More link.
  3. Tap any editable field to edit it. Editable fields are following by the More icon.
    mobile_android_more_icon.PNGor mobile_ios_more_icon_on_custom_forms.PNG
    For more information about editing a custom form in the Workfront mobile app, see the "Editing Custom Forms."  

Managing Approvals

If you have enabled the Home area in your Settings, you can manage the Approvals that were submitted to you in the past month in the Work list of your Home area. 
For more information about accessing recent approvals in the Home area, see "Viewing and Modifying Items in the Home Area."

To manage all approvals submitted to you regardless of the time frame in which they were submitted you can use the Approvals area of the mobile app. Approving items in Home and in the Approvals area is identical, after you have accessed an approval. 

To access a pending approval in the Approvals area of the mobile app:

  1. Navigate to the Workfront main menu.
  2. Tap Approvals.
    All approvals that are waiting your decision are displayed. 
  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
    • Name of the user who requested the approval
    • Date when the approval was requested.
  4. Do either of the following to approve or reject the approval:
    • To quickly approve an item from the Approvals page, swipe an approval to the left, then select Reject or Approve.  
    • On the Approvals page, tap the approval that you want to manage, then tap the Reject, Approve, or With Changes icons (in the case of document approvals) at the bottom of the approval.
      mobile_approve_or_reject_docs_new_UI.png
    • To approve the proof of a document, tap the document proof approval, then tap Go to Proof. This opens 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. 

To edit a custom form in the Workfront mobile app:

  1. In a list of objects, tap the name of an object to access it.
  2. In the first tab of the object, scroll towards the bottom of the screen.
  3. Tap Show More.
    If an object does not have a custom form attached to it, the Show More link does not display. 
    If you have multiple forms attached, the first form is expanded, and the following ones are collapsed.
    android_beta_show_more_for_custom_form.png
  4. Tap the name of a form to open it.
  5. To edit a field, tap the More icon next to the field.
    You cannot edit a field that is not followed by a More icon.
    You can inline edit line or paragraph type fields. 
    android_beta_custom_forms_expanded_first_form.png
  6. 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. 
  7. Tap the back arrow in the upper-left corner to return to the list of objects.

Viewing and Contacting Users

Viewing Users, Groups, and Teams 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 main menu.
  2. Tap Contacts.
    Users, groups, and teams that you have access to in the Workfront system are displayed.
  3. (Optional) Tap the name of a team or group, and the list of users in that team or group is displayed. 
  4. (Optional) Tap a user to view the user's profile information.

Calling, Texting, or Emailing Workfront Users from the App

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

  1. Tap More in the bottom navigation bar, then tap Contacts.
    Users, Groups, and Teams are displayed
  2. (Conditional) To view members of a Group or Team, tap the Group or Team name.
  3. Tap the name of the user who you want to call, text, or email, then tap the linked phone number or email address.
    Or
    Swipe the name of a user from right to left, then tap the Text or Call options.
    mobile_android_beta_contacts_list.png

Managing Updates

Providing a New Update on an Item

  1. Go to your work list in either Home or My Work and swipe an item from right to left, then tap Update
    mobile_home_list_with_slide_options.PNG
    For information about enabling the Home or My Work areas for your mobile app, see the "Configuring Your Mobile App" section in "Accessing Your Profile Information and Configuring Your Mobile App."
    Or
    Go to an item and tap the Updates tab.
  2. Tap the Comment icon.
    mobile_new_update_stream.png
  3. Add your update. 
  4. (Optional) Tap the People icon, select the users or teams that you want to include in the update.
    mobile_people_icon.png
  5. Tap the Check Mark icon.
  6. (Optional) Tap the Options icon to edit information on the item you are updating.
    mobile_options_icon.png
  7. (Optional) To change the Commit Date of a task or an issue, tap This will be done by and select the date.
  8. (Optional) To change the Status of an item, tap Status, then select a new status.
  9. (Optional) To change the Percent Complete of a task, slide the percent complete bar to the appropriate number.
  10. (Optional) Tap Private to your company and select Yes, if you want to keep this update visible only to the users in your company. 
  11. Tap the Close icon in the upper-left corner or the Check Mark icon in the upper-right corner to save your changes.
    NOTE The Check Mark icon is unavailable if you made no updates on an item.
  12. Tap the Send icon to submit the update. 
    mobile_android_send_icon.png
    The update appears in the Updates tab of the item. 

Commenting on an Existing Update

  1. Go to an item for which you want to provide an update.
  2. Tap the Updates tab.
  3. Tap Reply to add a comment to an existing update.
  4. Tap the People icon to include users or teams to your comment.
  5. Tap the Check Mark icon or Done.
  6. Tap the Send icon to submit your comment. 
    Your comment appears in the Updates tab of the item under the original update. 

Deleting a Comment

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 for which you want to delete a comment you made.
  2. Tap the Updates tab, to find the comment.
  3. Tap the More icon, then tap Delete.
    mobile_android_more_icon.PNGor mobile_ios_more_icon.PNG
    The update is removed from the Updates tab of the selected item. 

***

The + icon to add tasks might be the same in both apps - blue - but it is still different right now (July 2018). Check back later. 

Includes creating simple tasks on iOS for 18.3 - in 19.1 this will also come to Android beta first, then to Android public - edit this article on both releases. 

This article last updated on 2018-12-01 19:25:27 UTC