Creating Direct Reports

Workfront enables you to designate users as direct reports to another user. This allows you to create an organization chart that displays the management structure of your organization. For more information, see "Viewing the Org Chart."

  1. Begin editing a user. 
    For information on how to edit a user, see "Editing User Accounts."
  2. In the Organization section, ensure that a company is selected in the Company field. This field cannot be blank.
  3. In the Direct Reports field, specify any users who report to the user you are editing.
  4. (Optional) In the Reports To field, specify the name of the user who this user reports to.
  5. Click Save Changes.
This article last updated on 2018-03-09 20:49:18 UTC