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Creating Ad Hoc Work Items

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You can create tasks and issues in the Working On tab in the My Work area of Workfront.

You have the following options for creating ad hoc tasks or issues in Workfront:

  • Create tasks and associate them with an existing project.
  • Create issues and associate them with an existing project.
  • Create ad hoc tasks and add them to your personal task list (they are associated with your personal project).
  • Create ad hoc tasks and assign them to a user, adding them to their personal task list (they are associated with their personal project).
    When creating ad hoc tasks, they are listed in the Working On tab. 

To create an ad hoc task or issue:

  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) Associate the task with a project:
    When you create a new ad hoc task or issue and associate them with a project, the item is treated like other tasks and issues on the project and has the ability to impact the project timeline. It is not treated like a personal item.
    1. Click the Project icon.
    2. In the Add to project field, begin typing the name of the project where you want to create the task or issue, then click it when it appears in the drop-down list.
      If you do not designate a project for the task, the task is created in your My Work area.
      You can move the task later to a specific project, as described in "Moving Tasks."
      You cannot create an issue without choosing a specific project first. 
    3. To create an issue, click the add as task drop-down list, then click Issue.
  6. (Optional) Click the Assign icon, begin typing the name of the user, group, or role who you want to assign the task to, then click the name when it appears in the drop-down list.
  7. Click Add to save the task.
    Depending on the project and assignees that you designated, one of the following occurs:
    • If you created the task in a project and you do not designate an assignee, the task is left unassigned in that project.
    • If you do not designate a  project or an assignee, the task is assigned to you and is available in your My Work area.
      By keeping your Working On list current, other people have a more realistic view of your workload and availability.
    • If you did not designate a project for the task and you designated an assignee other than yourself, the task is created on the Work Requests tab in the My Work area of the assignee that you designated. 

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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