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Workfront Mobile App

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The Workfront mobile app provides you with access to your work in Workfront on any iOS or Android mobile device.

If you are a project stakeholder and you need access to reporting data, use the Workfront View app instead.

Supported Mobile Devices and Operating Systems

iOS: Phones and tablets running iOS 8.4 or later.

Android: Phones and tablets running one of the two most recent versions of Android.

The Workfront mobile app is optimized for phones.

Getting Started

Downloading and Installing the App

You can download the Workfront mobile app from the Apple App Store and Google Play Store.

When viewing Workfront from a browser on a mobile device, a banner is displayed that allows you to download the Workfront mobile app if you have not already, or open the Workfront mobile app if you have already downloaded it.

Logging In to the Workfront App

Specify the following information when logging in to your Workfront site via the app:

yourcompany: The Workfront server address. For example, yourcompanydomain.my.workfront.com

NOTE If your organization is using SAML 2.0 as the single sign-on solution, follow the steps in "Logging In to the Workfront App with SAML 2.0."

Username: The same user name you use when logging in to Workfront in a browser.

Password: The same password you use when logging in to Workfront in a browser.

When you log in to the Workfront mobile app for the first time, you see a set of tutorials that guide you through each feature you are using for the first time. After acknowledging the tutorial by tapping Okay, got it., you never see the tutorial again unless you uninstall and reinstall the Workfront mobile app, or if you log in as another user. 

Logging In to the Workfront App with SAML 2.0

If your organization is using SAML 2.0 authentication and you do not know your Workfront credentials, you can log in directly to the Workfront app without entering your login credentials.

NOTE Your system administrator must enable SAML 2.0 authentication with the Workfront web application in order to log in as described in this section. (For information about how to enable SAML 2.0, see the "Enabling Authentication to Workfront with SAML 2.0" section in "Configuring Workfront with SAML 2.0".) If you cannot log in as described in this section, contact your system administrator.

  1. Tap Use SAML to Log In.
  2. In the companydomain field, specify the Workfront server address. For example, yourcompanydomain.my.workfront.com
  3. Tap Continue.
  4. (Conditional) If you are not already logged into SAML on your device, the login page of your SAML provider is displayed. Specify your SAML login credentials and log in.

Viewing Notifications

You can use the Workfront mobile app to view the same notifications that are displayed in Workfront on the web (as described in "Using In-App Notifications"). 

Viewing Notifications in the Mobile App

  1. Navigate to the Workfront home page.
  2. Tap Notifications.
    All notifications that you have not yet viewed are displayed.
  3. (Optional) To display all notifications, tap the More icon in the upper-right corner, then tap Show all.
  4. Tap the notification you want to view.
    The second time you access the Notifications area in the app, you are prompted to enable or disable push notifications.
    For more information about push notifications, see the following section, "Configuring Push Notifications."

Configuring Push Notifications

Unless you have disabled push notifications for the Workfront app on your device, Workfront sends you push notifications for any events related to the following categories:

  • Comments
    • Someone includes me on a directed update.
    • Someone includes my team on a directed update.
    • Someone comments on a thread I'm in.
    • Someone comments on one of my work items.
  • Approvals
    • I need to approve a document.
    • I need to approve a timesheet.
    • I need to approve an issue.
    • I need to approve a project.
    • I need to approve a task.
  • Requests
    • A comment is posted on my request.
  • Assignments
    • I'm set as the primary assignee of a task.
    • I'm assigned to an issue.
  • Subscriptions
    • Update is made to an item I am subscribed to. 

NOTE Push notifications are disabled if you log in to the mobile app using your Sandbox environment URLs. For more information about accessing the Preview Sandbox environment, see "Preview Sandbox Testing Environment." For more information about accessing your Custom Refresh Sandbox, see "Custom Refresh Sandbox Testing Environment."

To enable or disable push notifications on your device:

  1. Navigate to the Workfront home page.
    search_magnifying_glass_on_the_home_page.PNG
  2. Tap the Menu icon in the upper-left corner of the page.
  3. Tap Settings, then enable or disable the Push Notifications option.

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.

Logging Time on a Work Item

You can log time on tasks or issues you are currently working on. For more detailed information about how to use timesheets in Workfront, see "Timesheets."

  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 log time to 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. Tap the task that you want to log time on.
  5. Tap Log Time.
  6. Tap Hour Type, then choose the hour type that you want to use.
    The first time you log hours on a task, your default hour type is used. Next time you log hours on this task, the hour type you selected is used by default.
    (Hour types enable you to assign your hours to a specific category. For more information, see "Hour Types.")
  7. Tap the date where you want the time to be logged, then tap the number of hours and minutes you want to log.
    Or
    Tap more to specify a number, then tap Save.
  8. Tap Close.
    As you log hours, the following information is displayed:
    Total Hours this Week: Total hours you have logged in the current week. Weeks begin on Sunday and end on Saturday.
    Total Hours on Timesheet: Total hours you have logged in your current timesheet. Timesheets can be weekly, bi-weekly, twice a month, or monthly, depending on how the system administrator has configured your timesheet. If you are not using a timesheet, this information is not displayed.

Working with Timesheets

You can use timesheets in the Workfront mobile app to perform the following actions: 

  • Review information about the timesheet (total hours, overtime hours, time frame).
  • Review and edit time on tasks, issues, and projects that already have time logged against them.
  • Log hours for tasks, issues, and projects.
  • Log General Hours. 
  • Enter updates on timesheets.
  • Submit timesheets for approval.
  • Approve timesheets.

 Accessing Your Timesheets in the Workfront App

  1. Navigate to the Workfront home page.
  2. Tap Timesheets.
    A list of all your open, submitted and rejected timesheets displays.
  3. Tap a timesheet to select it.
    August9_timesheet_new_entry.PNG
    The Hours tab displays by default. 
    The Hours tab allows you to view the following information:
    • Total Time: Total hours logged on the timesheet.
    • Overtime: You cannot indicate the amount of overtime hours in the Workfront mobile app. However, you can specify it in the Workfront web application and the specified value of overtime hours then displays in the Workfront mobile app. 
    • A listing of all the days included in the timesheet timeframe that have hours logged for tasks, issues, and projects.
    • New Entry: Log hours on projects, tasks, issues, or as General Hours. 
      For more information about logging hours on timesheets, see "Logging Hours on Timesheets in the Mobile App."
  4. (Optional) Tap the Timesheet tab.
    August9_timesheet_tab_inside_timesheets.PNG
    You can view the following information on the Timesheet tab:
    • The start and end date of the timesheet.
    • Total Time: The number of total hours logged on the timesheet.
    • Overtime: The number of hours manually entered in the Overtime field on the timesheet.
    • Status: The status of the timesheet. You can only see open, submitted and rejected timesheets in the Workfront app.
    • Approvers: If your timesheet has approvers associated with it, you should see their names in this field.
    • View in Browser: Tap the link to display the timesheet in a mobile browser.
    • Save and Close: Tap this to save and mark a timesheet as closed.
    • Submit for Approval: If your timesheet has an approver associated with it, the Save and Close button changes to Submit for Approval. Tap this, to submit your timesheet for approval.
    • New Entry: Log hours on projects, tasks, issues, or as General Hours. 
      For more information about logging hours on timesheets, see "Logging Hours on Timesheets in the Mobile App."
  5. Tap the Updates tab. Here, you can add new timesheet comments or reply to existing ones.
    For more information about managing updates on timesheets, see "Managing Updates on Timesheets in the Workfront App." 
  6. Tap Submit for Approval or Save and Close, when you are ready to submit a timesheet. 

Logging Hours on Timesheets in the Workfront App

You can do the following on timesheets, in the Workfront mobile app:

  • Review and correct hours on objects that have previously had time logged. 
  • Log Hours on projects, tasks, issues, or as General Hours. 

For more information on how to access your timesheet in the Workfront mobile app, see "Accessing Your Timesheets in the Workfront App."

Editing Previously Entered Hours on Tasks, Issues, and Projects

  1. Navigate to the Workfront home page.
  2. Tap Timesheets.
  3. Tap to select the timesheet for which you want to log time.
  4. The Hours tab shows the days that have time logged against them.
  5. Tap, to expand the day you want to log time for.
    A list of objects which have hours logged against them should display.
    August9_existing_entries_on_timesheets_and_their_hours.PNG
  6. Tap to select the item for which you want to log time.
  7. Use the back and forth arrows around the current date, to navigate the dates in the timesheet, and select the appropriate date.
    If your system administrator does not allow to log time in the future, the days after the current date are grayed out and you cannot log time for those dates.
  8. Tap Hour Type to select the correct hour type, then tap Done.
    The default hour type is General Overhead.
    mobile_log_2.5_hours_of_general_time.PNG
  9. Select the amount of hours and minutes you want to log.
    The minutes are logged in 0.25 increments. 
    If you want to log more than 8 hours, or if you want a value other than an increment of 0.25 for your minutes, tap more.
    Type the value of hours and minutes you want to log. 
    mobile_using_the_more_button_for_hour_log.PNG
  10. Tap Close.
    The timesheet displays the total number of hours for the current week, as well as the total number of hours for the timesheet. These numbers include the newly logged hours. 
  11. Tap the back arrow to go back to the timesheet Hours page.
  12. Tap Save and Close when you are ready to close the timesheet. 
    This turns the status of the timesheet to Closed. When a timesheet is marked as Closed, it is not displayed in the Workfront app anymore.
    NOTE If you have an approver associated with the timesheet, tap Submit for Approval.
    This turns the status of the timesheet to Submitted, and the timesheet remains in your list of timesheet in the Workfront app, until it is approved. 
    For more information about how to manage approvals on timesheets, see "Approving Timesheets in the Workfront App."

Logging Hours on Timesheets

Using the Workfront app, you can log hours on a timesheet for projects, tasks, issues, or as General Hours. 

To log hours on a timesheet:

  1. Navigate to the Workfront home page.
  2. Tap Timesheets.
  3. Tap to select the timesheet for which you want to log time.
  4. The Hours tab shows the days that have time logged against them.
  5. Tap New Entry.
    NOTE You can also access New Entry from the Timesheet tab. 
    August9_existing_entries_on_timesheets_and_their_hours.PNG
  6. Tap General Overhead, to start logging General Overhead hours. General Overhead hours are not associated with any project, task, or issue. 
    Or
  7. Select an item from the list that displays recently accessed items.
    Or
  8. Using the search box, search for a project, task, or issue where you want to log time.
    The mobile app searches only for names or reference numbers of items. You cannot search for items by using key words in their Description, Custom Data fields, or any other field. 
    If the item you are searching for is not found, tap Search on the keyboard, to search the entire Workfront system. 
  9. Tap the item, when you can see it in the list to add it to your timesheet. By default, the items you add to your timesheet are pinned to the timesheet and will remain on the timesheet until you manually remove the pin.
    NOTE The pin cannot be removed in the Workfront mobile app, and must be removed in the Workfront web interface. 
  10. Use the back and forth arrows around the current date, to navigate the dates in the timesheet, and select the appropriate date.
    If your system administrator does not allow to log time in the future, the days after the current date are grayed out and you cannot log time for those dates.
  11. Tap Hour Type to select the correct hour type, then tap Done.
    The default hour type is General Overhead.
    mobile_log_2.5_hours_of_general_time.PNG
  12. Select the amount of hours and minutes you want to log.
    The minutes are logged in 0.25 increments.
    If you want to log more than 8 hours, or if you want a value other than an increment of 0.25 for your minutes, tap more.
    Type the value of hours and minutes you want to log. 
    mobile_using_the_more_button_for_hour_log.PNG
  13. Tap Close.
    The timesheet displays the total number of hours for the current week, as well as the total number of hours for the timesheet. These numbers include the newly logged hours. 
    mobile_total_numbers_only_shot.png
  14. Tap the back arrow to go back to the timesheet Hours page.
  15. Tap Save and Close when you are ready to close the timesheet. 
    This turns the status of the timesheet to Closed. When a timesheet is marked as Closed, it is not displayed in the Workfront app anymore.
    NOTE If you have an approver associated with the timesheet, tap Submit for Approval.
    This turns the status of the timesheet to Submitted, and the timesheet remains in your list of timesheet in the Workfront app, until it is approved. 
    For more information about how to manage approvals on timesheets, see "Approving Timesheets in the Workfront App." 

Managing Updates on Timesheets in the Workfront App

To record additional information on your timesheet and communicate timesheet changes to other users, you can add updates to the timesheet. You can enter a new update, or add a comment to an existing update using your Workfront app.

Entering a New Timesheet Update

  1. Navigate to the Workfront home page.
  2. Tap Timesheets.
  3. Tap a timesheet to select it.
  4. Tap the Updates tab.
    mobile_share_an_update.PNG
  5. Tap Share an update and start typing the update.
  6. Tap Include Others to notify other users of your update or comment.
  7. Select a contact from the list provided and tap Done.
  8. Select the lock in the bottom-right corner, to make the update private for users from your company who also have access to see your timesheet.
  9. Tap Send to record the update.

Adding a Comment to an Existing Timesheet Update 

You can reply to an existing update on a timesheet in the Workfront app by adding a comment. 

To add a comment to an existing update:

  1. Navigate to the Workfront home page.
  2. Tap Timesheets.
  3. Tap a timesheet to select it.
  4. Tap the Updates tab.
  5. Find an update you want to add a comment to, and tap Add Comment
    mobile_entering_a__comment.PNG
  6. Tap Include Others to notify other users of your update or comment.
  7. Start typing the name of a user, and select a contact from the list provided.
  8. Tap Done.
  9. Tap the arrow in the bottom-right corner to record the comment.
    A comment is added to the existing timesheet update. 

Approving Timesheets in the Workfront App

You can approve timesheets in the Workfront app by following the same steps as for all other approvals.

For more information about how to manage approvals in the Workfront app, see "Managing Approvals."

After you have approved the timesheet, the timesheet status changes to Closed and the timesheet is no longer listed in the Timesheets area for the user. When you reject a timesheet, the timesheet status changes to Rejected, and the timesheet remains in the Timesheets area for the user. 

Submitting Requests

You can submit requests to a request queue using your mobile app. 

You can see the same request queues in the mobile app that you have access to see in the Workfront web application. If you have access to submit requests to them in the Workfront web application, you also have access to submit requests from the mobile app. 

For more information about configuring Request Queues in Workfront, see "Creating a Request Queue."

To submit a request in the mobile app:

  1. Navigate to the Workfront home page.
  2. Tap Requests.
    nav_page_with_requests.PNG
  3. Tap the submit_new_request_button.png icon to add a new request.
  4. Tap the name of a Request Queue for your request.
  5. (Conditional) Depending on how your request queues have been configured, you might have Topic Groups associated with a queue.
    Tap the name of a Topic Group.
  6. (Conditional) Depending on how your request queues have been configured, you might have Queue Topics associated with a queue.
    Tap the name of a Queue Topic.
  7. The Submit Request form opens and you can start entering information for your new request.
    Specify from any of the following fields: 
    (Optional) Issue Type: Select from the following options:
    - Issue
    - Bug Report
    - Change Order
    - Request
    NOTE Depending on the configuration of you request queue, these options might differ. 
    The default Issue Type is Issue.

    Subject: Specify the name of the issue. This is a required field. Required fields are marked by an asterisk. 
    new_request_with_mandatory_field.png
    (Optional and conditional) Depending on the configuration of your request queue, some or all of  following fields might be available to be updated: 
    Description
    : Add a description for your request.
    URL: Specify a URL that might relate to your request. 
    Priority: Specify a priority for your request. The priority should define how fast you think this request should be resolved. The available default options are:
    - None
    - Low
    - Normal
    - High
    - Urgent
    Your system administrator can modify the names of priorities. The default Priority is Normal.
    Severity: Specify a severity for your request. The severity should define the impact this request has on your work should it not be resolved in time. The available default options are:
    - Cosmetic
    - Causes Confusion
    - Bug with workaround
    - Bug with no workaround
    - Fatal error
    Your system administrator can modify the names of severities. The default Severity is Cosmetic.
    Primary Contact: The Primary Contact of a request defaults to you, as you are the most appropriate person to answer any questions about the request. However, you can change this to any other active Workfront user. 
    Assigned To: Specify the name of a user who this request should be assigned to. 
    Job Role: Specify the name of a job role that the request should be assigned to. 
    Team: Specify the name of a team that the request should be assigned to. 
    NOTE Instead of specifying the Assigned To, Job Role, or Team assignment as you are creating a request, we recommend to use Routing Rules for your Request Queues when you set them up in the Workfront web application, so they can be automatically routed to the appropriate resources. 
    For more information about setting up Routing Rules for your request queues, see "Creating Routing Rules."
    Planned Hours: Estimate how much time it would take for this request to complete.
    The default for Planned Hours is 1 Day. 
    Planned Start Date: Specify the date when work on this request should start.
    Planned Completion Date: Specify the date when you would like for this request to be resolved.
    Status: The default status of a new request is New. Your system administrator might have changed the name of this status. You can also change the status to something else, from this drop-down menu.
  8. (Optional) Tap Add Document to add an image file to your request on the iOS platform.
    options_for_attaching_documents.PNG
    Select from the following options:
    - Take Photo: this option requires access to your camera and to your photos.
    - Use Last Photo Taken: this option requires access to your photos.
    - Choose From Library: this option requires access to your photos.
    NOTE You can only attach pictures taken with your device on the iOS platform. 
    Or
    (Optional and conditional) If you are using the Workfront mobile app on the Android platform, tap Add Document to add an image or any other file to your request.
    upload_doc_on_android_submit_request.png
    Select from the following options:
    - Take Photo: this option requires access to your camera and to your photos.
    - Use Last Photo Taken: this option requires access to your photos.
    - Select File: this option opens a browsing window where you can browse for any file saved on your device or on an external drive associated with your device. 
  9. (Conditional and optional) If there is a Custom Form attached to the request queue, it is listed at the bottom of the Submit Request form. Tap the name of the Custom Form, to edit it. Specify any fields that are available in the Custom Form.
    NOTE Custom fields that appear as drop-down menus in the Workfront web application and have between 2-4 options appear as radio buttons in the Workfront mobile app.
    editing_custom_form_on_new_request.PNG
  10. Tap the back arrow to the left of the name of the custom form, to save your custom data and return to the request.
  11. Tap Submit.
    Your request is submitted to the request queue and the appropriate resource can now start working on it. 

Viewing And Opening Documents

You can view documents that are associated with any tasks and issues that you are working on:

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. Tap the work item that contains the document that you want to view.
    Details about the work item are displayed, such as who it is assigned to, who it was requested by, the status, and so forth.
  4. Tap Docs.
  5. Tap the document that you want to view.
    Document details are displayed, such as the document name, description, owner, date added, and size.
  6. To view the document, do one of the following:
    • Tap Preview to view a preview of the document.
      Available only for image files (such as .png and .jpg) and PDF files.
    • To open the document in a third-party app, tap the More icon, tap Open With, then tap the name of the application that you want to open the document in. 

Proofing a Document

You can quickly launch the ProofHQ mobile app directly from the proof within the Workfront mobile app, and then add comments and make decisions on the proof.

If you are a proofing user within Workfront, you can even use the Workfront mobile app to generate a proof on a document. 

The ProofHQ mobile app is available for all iOS and Android devices.

To create a proof for a document and open the proof within the ProofHQ mobile app:

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. Tap the work item that contains the document that you want to view.
    Details about the work item are displayed, such as who it is assigned to, who it was requested by, the status, and so forth.
    Tap Docs.
  4. Tap the document for which you want to generate a proof or open within the ProofHQ mobile app.
  5. (Conditional) If a proof has not already been generated for the document, tap the More icon, then tap Generate Proof.

    This option is available only when Proofing is enabled for the Workfront site and you have a proofing license.
  6. (Conditional) To open the proof within the ProofHQ mobile app, tap the More icon, then tap Go to Proof.

    This option is available to all Workfront users; you do not need to have a proofing license.

    If you have already downloaded the ProofHQ mobile app, the ProofHQ mobile app is launched and the document is displayed.

    If you have not already downloaded the ProofHQ mobile app, the Apple App Store or Google Play Store is launched and you are prompted to install the app.

Working With Projects

You can work with projects that are associated with tasks and issues that you are currently working on (items in your Working On tab in the Workfront web application).

You can work with projects in the following ways:

Viewing Project Details

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. Tap the work item that resides in the project that you want to work with.
    Details about the work item are displayed, such as who it is assigned to, who it was requested by, the status, and so forth.
  4. Tap the linked project name.

    The following project details are displayed:

Viewing Documents For A Project

  1. Navigate to the Workfront home page.
  2. Tap Work.
  3. Tap the work item that resides in the project that you want to work with.
    Details about the work item are displayed, such as who it is assigned to, who it was requested by, the status, and so forth.
  4. Tap the linked project name.
  5. Tap Docs.
  6. Tap the document that you want to view.
    Document details are displayed, such as the document name, description, owner, date added, and size.
  7. Tap Preview to view a preview of the document.
  8. (Optional) To open the document in a third-party app, tap the More icon.
  9. Tap Open With, then tap the name of the application that you want to open the document in.

Logging an Update for a Project

    1. Navigate to the Workfront home page.
    2. Tap Work.
    3. Tap the work item that resides in the project that you want to work with.
      Details about the work item are displayed, such as who it is assigned to, who it was requested by, the status, and so forth.
    4. Tap the linked project name.
    5. Tap Updates.
    6. (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 Status of the project, tap the More icon, tap Status, then select a new status.

        For more information about issue statuses, see "Project Statuses."
      5. Tap Save.
    7. (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 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 Proof HQ 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.

Searching the App with iOS Spotlight Search

You can use Spotlight search on iOS devices to search content within the Workfront app.

  1. Log in to the Workfront mobile app, as described in "Connecting to the Worfront Site."
    Spotlight does search the Workfront app when you are not logged in to the app.

Spotlight returns search results from your Workfront projects, tasks, or issues in the following circumstances:

  • Projects, tasks, and issues in your Working On area
  • Projects, tasks, and issues assigned to you or one of your teams
  • Projects, tasks, and issues mentioned in a notification (Coming soon)
  • Projects, tasks, and issues requested for approval (Coming soon)

Searching in the Mobile App

You can perform a general search in the mobile app, for multiple objects at the same time, or you can specifically search for the following objects:

  • Projects
  • Tasks
  • Issues
  • People
  • Documents

The search functionality is identical on the iOS and Android platforms. 

To search for an object by name:

  1. Navigate to the Workfront home page.
  2. Tap the magnifying glass in the upper-right corner of the screen.
  3. The Recent Items are shown first in the list.
    This is the same Recent Items list you see in the web application. 
  4. You can select All in drop-down menu in the upper-right corner of the screen to do a general search and search for all objects
    Or
    You can select a specific object from the drop-down menu and start typing the name of the object.
  5. Start typing the name or the reference number of the object in the field provided. You can only search by the name or the reference number of an object, and not any other object field. For example, if you are typing a keyword found in the Description or Custom Form of the object, the item you are looking for is not returned in the results. 
    If you are performing a general search, the objects whose name matches your keyword start appearing in the list. They are grouped by object type.
    The text found in the objects which are uploaded on your mobile device is highlighted in orange. 
    search_results_organized_by_object.PNG
  6. Tap the object when it appears on the list to access it. 
    The search looks for the objects which are listed in the Recent Items list as well as for all objects that have been downloaded on your mobile device first. 
  7. (Conditional) If nothing is found, you are prompted to tap Search on the keyboard, after you have entered your keyword.
    mobile_search_for_all_with_no_results.PNG
    This time, the app is looking for the text you typed to match the name of any object you have access to in the entire system. This might take a longer time. If this search times out, try using more specific keywords.  

Sharing a URL in the Mobile App

You can share the URL of an object from any object you have access to view and share using the mobile app. Sharing a URL is available and works similarly for both the iOS and Android OS platforms. 

URLs to the following objects can be shared from the mobile app:

  • Projects
  • Tasks
  • Issues
  • Timesheets
  • Documents

Sharing a URL to an object in the Mobile App is the same for every object and it is done from the object you want to share.

For example, to share the URL of a task in the mobile app:

  1. Navigate to the Workfront home page.
  2. Tap Work, to find a list of tasks you are assigned to.
  3. Tap a task to open it.
  4. Tap the more icon to show more options.
    more_button_for_sharing.PNG
  5. iOS: Tap the Share button.
    task_share_button.PNG
    Android: Tap the Share option.
    android_share_task_more_and_share_button.png

  6. Select from the following options to share:
    - Share in a text message.
    - Share in an email.
    - Share in other apps installed on your phone. 
    Depending on the platform you are using, the sharing options vary with the applications available in each platform, as follows. 
    On iOS, the sharing screen appears as follows:
    task_share_expanded_button.PNG
    On Android, the sharing screen appears as follows:
    android_share_task_apps.png
    - Copy. When you Copy the URL of an object, this makes a copy of the URL of the object and ads it to the clipboard. You can then paste that URL in any other application. 
    - Add it to a storage drive. 
    With every option you choose to share, you are sharing the URL to the object, and you are not sharing the object itself. 
    Sharing of the URL does not give sharing permission rights to the object to the user who is sent the URL to the object. The user who is receiving the shared URL must have at least View permissions to the object to be able to see it.
  7. When the selected application with which you share the URL opens, follow the steps in that application to share the object with another user. 

Copying Text in the Mobile App

You can copy either a selection of or the entire text in a specific field in the Workfront Mobile App. 

You can copy text in the following fields:

  • Name 
  • Description
  • Reference Number
  • Comments

You cannot copy text inside action fields (like phone number or email address). In the case of these fields, long-pressing the information inside the field causes the action to happen. For example, if you long-press a phone number, the phone makes a call to that number. Long-pressing the email address opens the email app so you can compose an email. 

Copying text in the mobile app is similar on iOS and Android devices.

Copying Selective Text in the Mobile App

You can select and copy text in certain fields in the Workfront mobile app, to paste them in other fields, or applications. 

You can select and copy the text in any of the following fields associated with any the objects visible in the Workfront mobile app:

  • Name 
  • Description
  • Reference Number

To copy a selection or the entire text in the mobile app:

  1. Navigate to an item to view it.
    For more information about viewing an item in the mobile app, see "Viewing and Modifying Work Items."
  2. Long-press the text inside one of these fields:
    - Name
    - Description
    - Reference Number
    copy__look_up_and_share_options_on_name_field.PNG
  3. Drag the markers to select the text that you want to copy. You can include all the information in a field. 
    A dialog box opens.
  4. Tap Copy in the dialog box.
    The text you selected is now copied to your clipboard and ready to be pasted in any other text field, or any other application. 

Copying Comments in the Mobile App

You can copy the entire text inside the comments or updates fields and paste them in other fields, or applications. 

To copy a comment in the mobile app:

  1. Navigate to an item to view it.
    For more information about viewing an item in the mobile app, see "Viewing and Modifying Work Items."
  2. Tap the Updates tab.
  3. Find a comment and long-press it.
    You can also find a comment on the Notifications tab of the mobile app.
    copy_and_comment_options_with_copy_in_orange_highlight_from_work_updates_tab.PNG
    Several options open. 
  4. Tap the Copy option to select it.
    This copies the entire comment to your clipboard.
    The comment can now be pasted in other fields or applications that support pasting text. 

Disabling Areas in the Mobile App

You can disable areas of the mobile app. For example, if you do not use approvals in your organization and you no longer want the Approvals section of the mobile app to appear, you can disable it.

  1. Navigate to the Workfront home page.
  2. Tap the Menu icon in the upper-left corner of the page.
  3. Tap Settings, then disable any of the following areas and features of the mobile app:
    • Work
    • Requests
    • Approvals
    • Timesheets
    • Contacts
    • Push Notifications
  4. Tap Done.

Security

Current mobile operating systems store information in the application memory on the device in order to provide better performance.

Functionality Not Currently Supported in the Mobile App

The functionality described in this section is not available in the Workfront mobile app. To leverage these features, you must access Workfront from a web browser:

  • Viewing reports and dashboards (Use the Workfront View app instead)
  • Viewing the project timeline
  • Using the agile storyboard

***This article does not need to be prefaced with yellow - mobile goes live. 

***This article is linked to the Android OS so it can never be broken up or have the url changed.***