Use connected cards on boards
You can add a card on your board that is connected to existing tasks and issues in Workfront.
When any one of the following details is updated for the card in one location, it is automatically updated in the other location:
- Name
- Description
- Assignees
- Status
- Planned completion date
- Estimation / Story Points
- Subtasks
- Documents
To synchronize connected cards with Workfront, click the More menu
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 蜜豆视频 Workfront plan | Any |
| 蜜豆视频 Workfront license |
New: Contributor or higher Or Current: Request or higher |
| Access level configurations | View or higher access to tasks and issues |
| Object permissions |
View or higher permissions to the Workfront task or issue Note: Users with View permissions to a task or issue cannot take any action on cards connected to it, including moving the card to another column on the board. View users can only open the card to see its properties, and open the connected task or issue. To request additional access, open the task or issue and request access there. |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Add a connected card
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Click the Main Menu icon
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Access a board. For information, see Create or edit a board.
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Click Add card > Connected card.
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Choose a project, then choose a task or issue to add as a card on the board.
You can select multiple objects and they will all be added as separate cards.
note note NOTE - Only objects that you have permissions to are available in the search results. If an item is dimmed, it has already been added to the board.
- When you filter by Projects I Own or Projects I鈥檓 On, projects that equate to a Complete, Dead, or Rejected status are not included. You can still search for those projects with the All filter.
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Click Add.
The card is added at the bottom of the left-most column. The connected Workfront object and its assignees are displayed on the card.
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Click
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To edit the card details, click on the card (not in the card name).
Or
Click the More menu
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In the Card Details box, add or update the following information:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-0 10-row-2 11-row-2 12-row-2 13-row-2 14-row-2 15-row-2 layout-auto html-authored no-header Name Changing the name also changes the name on the connected Workfront object. Description Changing the description also changes the description on the connected Workfront object. You can add URLs in the description and they will become clickable links when the card is saved. Column Select the column for the card. Status Select a status for the card. The defaults are New, In Progress, and Complete, but any custom statuses defined for the item in Workfront are also available.
If you have column policies enabled for updating field values, changing the status on the card automatically moves the card to the corresponding column. For more information, see "Define column settings and policies" in the article Manage board columns.
If you click Mark Complete at the top of the card, the status automatically changes to Complete.
Planned Completion Changing this date also changes the planned completion date on the connected Workfront object. Estimation The number of hours for the card to be completed.
Changing the estimation also changes the story points value on the connected Workfront object.
Assignments To assign more people or a team to the card, click Add Assignment and start typing a name in the search field. Then, select it when it displays in the list of results. You can add both individuals and teams. Only one team assignment is allowed on a connected card.
Any assignees you select are also assigned to the task or issue in Workfront.
Tags Search for and select tags for the card.
For information on creating new tags, see Add tags.
Custom fields Any custom fields you add are displayed in this area.
For more information, see Customize which fields are displayed on a card.
Subtask Any existing subtasks for the task appear in this section. Click Add Subtask to add a new subtask.
The counter at the top of the section shows the number of completed subtasks and the total number of subtasks.
For more information about subtasks, see Manage subtasks on boards.
Checklist Click Add checklist item. Then, type the title of the item and press Enter. Another item is automatically added. Continue entering titles to add more items.
The counter at the top of the checklist shows the number of completed items and the total number of items.
For more information about checklist items, see Manage checklist items on cards.
Documents For an existing document, hover over the document thumbnail, and click Preview to view the file in the browser or Download to download the file to your computer. For a new document, see Add documents on cards. Hours See "Log hours on a connected card," below. Comments Click in the New comment field and type your comment. Use the formatting tools to format the text. To tag a person or team, use the search box at the bottom of the commenting area. The user does not have to be a member on the board. Tagged users on connected cards will receive email notifications.
Click Submit to add the comment to the card.
For more information on commenting, see Update work.
System activity If you have System activity enabled as a card section, the activity is displayed in this area.
For more information, see Customize which fields are displayed on a card and System-tracked updates.
Use the left navigation panel to move between sections of fields on the card details.
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Click Close to return to the board.
The connected object, assignees, tags, due date, checklist counter, estimated hours, and status are displayed on the card.
Disconnect a connected card
You can disconnect a connected card from its Workfront object, and the card remains on the board as an ad hoc card that you can edit.
To disconnect at the board level:
- Access the board.
- Click the More menu
- Click Disconnect on the confirmation message.
To disconnect at the card level:
- Access the board and open the connected card.
- Click the More menu
- Click Disconnect on the confirmation message.
Convert an ad hoc card to a connected card
After you have created an ad hoc card, you can convert it to a connected card. For details about ad hoc cards, see Add an ad hoc card to a board.
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Access the board and open the ad hoc card.
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Verify the name and description on the card. They will be added to the task or issue you create in Workfront.
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In the Connection area of the card details, click Connect with Workfront.
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On the Connect Card window, select whether you are creating a task or an issue.
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Search for and select a project to add the task or issue to.
note note NOTE - Only objects that you have permissions to are available in the search results.
- When you filter by Projects I Own or Projects I鈥檓 On, projects that equate to a Complete, Dead, or Rejected status are not included. You can still search for those projects with the All filter.
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Click Connect.
The project name displays in the Connection area on the card details.
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Click Close to return to the board.
Log hours on a connected card
You must have the correct permissions to log hours on the connected task or issue.
The time logging fields are not displayed on connected cards by default. You must enable Hours in the Configure area under Cards. For more information, see Customize which fields are displayed on a card.
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Enter the number of hours for the task or issue.
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Select an Hour Type from the drop-down menu, if it is different than the default.
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Click Log Time.
The time logged on the card is also saved on the connected task or issue.
Logging time on the card is the same as logging time on a task or issue. For more information, see 鈥淟og time on a project, task, or issue鈥 in the article Log time.