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Using the Home Calendar View

You can use the Calendar view in the Home area to manage your work day and work assignments. Only you can view and manage your Home Calendar.

NOTE

  • This is different from a Workfront Calendar report, which is a dynamic report that provides a visual representation of your work. For information about the Workfront Calendar report, see "Working with Calendars."
  • Due to a temporary problem, your Workfront Calendar data might not display as described in this article. This problem will be fixed in the near future. 

This article explains the following:

Scheduling Work Items in Your Home Calendar

You can use the Home Calendar to schedule work items for your week.

NOTE Placing a work item on your Home Calendar does not change the existing dates associated with the work item.

To add a Workfront work item to your calendar:

  1. Go to the Home Calendar view.
    For information about accessing the Home Calendar view, see "Viewing the Workfront Home Calendar."
    All the work items assigned to you or your groups, teams, or job roles display in the left panel. You can sort the list and filter it to display only certain items.
    For more information see, "Filtering and Sorting Work Items in the Calendar View" later in this article.
  2. From the left panel, drag the work item item to the day and time when you want to work on it.
    If you schedule yourself to work on an item after its planned completion date or for more time than the number of hours it's planned for, the work item displays in red and a warning appears.
    To learn about work item due dates and how they affect allocated time in the Home Calendar, see "Understanding the Allocation of Time" in "Understanding the Home Calendar View."
  3. Do any of the following:
    • To schedule a work item for multiple days: Repeat step 2 to add the item to each day and time when you want to work on it.
    • To modify the duration of a calendar item: Hover over the bottom edge of the item until the cursor becomes a double arrow, then drag the bottom edge to the ending time you want.
    • To delete a calendar item: Hover over the item, then click the trashcan icon that is displayed.

Updating Work Items in Your Home Calendar

You can make updates to work items that display in Home Calendar view. Your updates also appear on the Updates tab of the actual work item.

  1. Go to the Home Calendar view.
    For information about accessing the Home Calendar view, see "Viewing the Workfront Home Calendar."
  2. Open the Details panel for the work item you want to update:
    • From the left panel: Select the work item, then click Details.
    • From the calendar: Click the scheduled calendar event.
    MoreDetails2.png
    Details for the work item display in a panel that appears on the right of the window.
  3. Do any of the following to update the work item: create snippet for these and use also in "Updating Work"
    • In the Start a new update box, type your update, specify any of the following information, then click Update.
      • Notify: Specify your recipients.
        If you need information about specifying recipients, see "Including Others on Updates."
      • Commit Date: In the drop-down calendar, select the date when you are committing to complete the work item. For information about setting the Commit Date, see "Understanding Commit Dates."
      • How's this going?: Select a new condition for the task or issue. For information about task and issue conditions, see "Setting Conditions on Tasks and Issues."
      • Private to my company: Disable to prevent users outside your company from being able to view this update.
    • (Optional) To reply to an existing comment or update, click Reply, specify any recipients in the Notify box, type your reply, then click Reply
      If you need information about specifying recipients, see "Including Others on Updates."
  4. (Optional) To close the Details panel, click anywhere outside it.

Displaying and Hiding Events from Integrated Calendars

You can add events from outside calendars, such as the Microsoft Outlook calendar, to your Home Calendar. For more information, see "Configuring Your Home Calendar View."

To display and hide events from integrated calendars:

  1. Go to your Home Calendar view, as explained in "Viewing the Workfront Home Calendar."
  2. Click Manage Calendars in the upper-right corner. Then, in the drop-down menu, select and deselect the calendars you want to display and hide. 
    MngCalendars.png
  3. Click anywhere on the Calendar to close the drop-down menu.

Updating Events From Integrated Calendars

To update the integrated calendar events in your Home Calendar:

  1. Click Refresh in the upper right corner of the Home Calendar.
    Refresh.png
    Integrated calendar events update automaticallywhen you open your Home Calendar view or when you refresh your Home Calendar.

Filtering and Sorting Work Items in the Left Panel

  1. Go to the Home Calendar view.
    For information about accessing the Home Calendar view, see "Viewing the Workfront Home Calendar."
  2. Click the Filter drop-down menu. 
    Filters.png
  3. Select from the various options to specify the types of items you want to display.
    NOTE Some options are based on objects (Tasks, Requests, Issues, Approvals, Proofs, and Personal), and others are based on status (Working On, Ready to Start, Not Ready, and Completed). If no status is selected, the Home Calendar displays all selected objects of any status. Similarly, if no object is selected, it displays all objects of any selected statuses.
    All: All item types (Tasks, Requests,Issues, Approvals, and Personal Tasks).
    Tasks: Tasks you are assigned to.
    Requests: Work items you have been requested to work on.
    Issues: Issues you are currently working on. The Issue icon appears next to each issue in the Work List.
    home_issue_icon.png
    Approvals: Work items that require your approval.
    For more detailed information about managing approvals in Workfront, see "Managing Approvals."
    Personal:
    Tasks that you create as a To Do task, as described in "Creating a Personal Task" in "Creating Ad Hoc Work Items from the Home Area."
    Working On: Tasks and issues you are currently working on.
    Ready to Start: Items marked as ready to start. These have no predecessors or task constraints preventing them from being worked on. The Start Date is in the past or is the current date. 
    Not Ready: Requests that are not yet ready to start. These might have predecessors or task constraints that prevent them from being worked on, or the Start Date might be in the future. 
    Completed: Work you have completed.
  4. To sort your list of work, click the Sort by drop-down menu, then select the criteria you want to use.
    Sort.png
    You can choose from the following:
    Planned Completion: Tasks and issues sort in order of the Planned Completion dates. To learn more about Planned Completion dates, see "Understanding Planned Hours."
    Commit Date: Tasks and issues sort in order of the Commit dates. To learn more about Commit dates, see "Understanding Commit Dates."
    Project: Work items sort by project.

Navigating to a Different Week

  1. Go to your Home Calendar view, as explained in "Viewing the Workfront Home Calendar".
  2. On the Calendar toolbar, click the left arrow of the date indicator to move the calendar view back one week or the right arrow to move forward one week.
    SpecDate.png
    You can click Today to return to the current week.

 

This article last updated on 2018-10-11 19:23:09 UTC