Follow
Creating Ad Hoc Work Items

***

Understanding Ad Hoc Work Items

An ad hoc work item is a task or issue created in My Work. You have the following options for creating ad hoc tasks or issues in Workfront:

  • Create a personal task independent of a project for yourself or another user.
  • Create and add a task or issue to a project for yourself or another user.

Your system administrator must allow you to create tasks in your Access Level before you can create ad hoc work items.

Creating a Personal Ad Hoc Task

You can add a personal task for yourself or another user from My Work. Personal tasks are not associated with an existing project. After you create a personal task, you can move it to a project. For more information about moving a task to a project, see "Moving Tasks."

NOTE If you create a personal task for yourself, you only have the option to edit the task name and description in the Task Details tab. If you create a personal task and assign it to another user, they have the option to edit all task details, including the Planned Completion Date, in the Task Details tab.

To create a personal task for yourself or another user:

  1. Click My Work in the Global Navigation Bar, then click the Working On tab.
  2. Click New Task.
  3. Specify a name for the task. 
  4. (Optional) Click the Calendar icon, then select the date when the task is due.
  5. (Optional) Click the Assign icon, and type the name of the user, team, or role who you want to assign the task to.
    When you assign an ad hoc task to another user, team, or role, the task does not display in your Working On list.
  6. Click Add to save the task.
    The task displays in your Working On list.

Viewing a Personal Task in a Report

Personal ad hoc tasks appear in your Working On lists, and they are not associated with any projects. 

To view a list of personal tasks for several users, you can create the following report:

  1. Create a Task report.
    For more information about creating a report, see "Creating a Report."
  2. In the Filters tab, click Add a Filter Rule.
  3. Start trying Personal in the Only show Tasks in which the ... field and select it when it appears on the list.
  4. Select Equal (Case Sensitive) for the modifier, then True
    Personal_Task_Filter_2.png
  5. (Optional) Click Add another Filter Rule if you want to further modify the filter.
  6. (Optional) in the Groupings tab, click Add Grouping.
  7. (Optional and conditional) Start typing Assigned to Name in the First by: field and select it when it appears on the list. 
    assigned_to_name_in_task_report.png
  8. Click Save + Close.
  9. Enter a new name for your report, then click Save Report.
    The report displays personal ad hoc tasks that are assigned to the users displayed in the Groupings of the report. 

Creating an Ad Hoc Task or Issue for a Project

You can add a task or issue to a project for yourself or another user from My Work. When you create a new ad hoc task or issue and associate it with a project, the item is treated like other tasks and issues on the project. It is not treated like a personal ad hoc task.

 

To create an ad hoc task or issue for a project from My Work:

  1. Click My Work in the Global Navigation Bar, then click the Working On tab.
  2. Click New Task.
  3. Specify a name for the task. 
  4. (Optional) Click the Calendar icon, then select the date when the task is due.
  5. (Optional) Click the Assign icon, and type the name of the user, team, or role who you want to assign the task to.
    When you assign an ad hoc task or issue to another user, team, or role, the task does not display in your Working On list.
  6. Click the Project icon.
  7. Type the project name in the Add to Project field, and select the project name when it appears in the list.
    You can add a task or issue only to a project where you have at least Contribute permissions.
  8. Click the add as task drop-down list, and specify whether it is a Task or Issue.
    Task is always selected by default.
  9. Click Add to save the task or issue.
    The task or issue displays in the project specified.

***

Don't delete this one, it points to :

- the Slack article of creating tasks and issues from Slack.

- the Creating Ad-Hoc tasks in the Creating Tasks section: https://workfront.zendesk.com/hc/en-us/articles/216743198

 

 

 

 

This article last updated on 2018-04-18 19:40:38 UTC