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Create work items and projects from the Home area

Last update: Tue Dec 17 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can create work items and projects from the Home area.

From Home, you can

  • Create personal to-dos for yourself
  • Submit requests
  • Add tasks and issues to specific projects
  • Create projects from a template, blank project, or import an MS project.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan* Any
ÃÛ¶¹ÊÓƵ Workfront license* Work or higher
Access level configurations*

Worker

NOTE

If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
Object permissions

Edit access or higher on tasks

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create a personal to-do item

You can create a personal to-do item in the To-dos widget in the Home area. The to-do items are personal tasks that you create for yourself.

You and other users can view your personal tasks in a personal task report. From there, they can add them to projects, if needed.

TIP
Work items that you send to other users or to yourself from the user profile page also display in the To-dos widget in the Home area of the user. For information, see Create personal tasks.

To create a to-do item:

  1. Click the Main Menu in the upper-right corner, or the Main menu in the upper-left corner, if available, then click Home.
  2. (Conditional) Click Customize, then click To-dos to add the To-dos widget to your home screen.
  3. Go to the To-do widget, then click Add to-do.
  4. Type the name for your personal to-do item, then click Enter.
  5. (Optional) Click the Date icon to add a due date for the item.
  6. (Optional) Create a personal task report or filter. For information about creating a personal task filter, see Filter: personal task.
    You can view your to-do items as well as other users’ to-do items in the personal task report.

Add a task to a project

You can add a task to an existing project directly from the Home area:

  1. Click the Main Menu in the upper-right corner, then click Home.

  2. (Conditional) Add the My Tasks widget to your home screen. Click Customize, and find My Tasks.

  3. Go to the My Tasks widget, then click New.

  4. In the New Task dialog box, enter the task name.

  5. Begin typing a project name, then select the name from the list.

  6. (Optional) Enter information in the following fields:

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    Field Instructions
    Description Enter a description.
    Assignments Assign users.
    Duration Enter the duration.
    Planned Completion Date Choose a planned completion date.
    More options Choose more options to configure more settings for the task. For more information on creating tasks, see Edit tasks.

  7. Click Create task.

Add an issue to a project

You can add an issue to an existing project directly from the Home area:

  1. Click the Main Menu in the upper-right corner, then click Home.

  2. (Conditional) Add the My Issues widget to your home screen. Click Customize, and find My Issues.

  3. Go to the My Issues widget, then click New.

  4. In the New issue dialog box, begin typing a project name, then select the name from the list.

  5. Enter an issue name.

  6. (Optional) Enter information in the following fields:

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    Field Instructions
    Description Enter a description.
    Assignments Assign users.
    Priority Choose a priority level.
    Documents Upload a document.

  7. Click Save new issue.

Create a request

You can create a request directly from the Home area:

  1. Click the Main Menu in the upper-right corner, then click Home.

  2. (Conditional) Add the My Requests widget to your home screen. Click Customize, and find My Requests.

  3. Go to the My Requests widget, then click New.

  4. In the New request dialog, begin typing the name of the request queue.

  5. Fill out the relevant fields.

  6. Click Submit.

For more information about submitting requests, see Create and submit requests.

Create a project

You can create a project directly from the Home area:

  1. Click the Main Menu in the upper-right corner, then click Home.

  2. (Conditional) Add the My Projects widget to your home screen. Click Customize, and find My Projects.

  3. Go to the My Projects widget, then click New.

  4. Choose one of the following options:

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    Field Instructions
    From a template Go to Create a project using a template for detailed instructions on creating a project from a template.
    Blank project Go to Create a project from scratch for detailed instructions on creating a blank project.
    Import MS Project Go to Import a project from Microsoft Project for detailed instructions on importing an MS project.
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