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Manage work items and team requests in the Home area

Last update: Fri Oct 18 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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  • User

When work tasks and issues are assigned to you, they are listed in the My Work widget, My Tasks widget, and My Issues widget. You can view, work on, or remove work items and requests.

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

Access requirements

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*

Edit access to Tasks and Issues

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

Contribute permissions or higher to the tasks and issues you need to work on

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.

View a work item in the My Work widget

Work items that are assigned to you are display in the My Work widget in Home. You can configure which work items are displayed in the My Work widget using the filter at the top of the widget worklist.

You can select filters that display items that are ready for you to work on, or items that you are currently working on already.

This article describes how to use the filters in the Home area to view items that you are currently working on or might consider starting to work on. For information about how to use filters in the Home area, see Display items in the worklist in the Home area.

To view a work item in the My Work widget:

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

  2. (Conditional) Click Customize to add the My Work widget.

  3. Click the Filter icon in the top-left corner of the widget worklist.

  4. Click either or both of the following options for tasks:

    Ready to Start: Displays only tasks and issues that are ready to start. Both of the following statements must be true:

    • The tasks and their parents have no predecessors or task constraints preventing them from being worked on.
    • The Planned Start Date of the tasks or issues is in the past or up to two weeks in the future.

    Not Ready: Displays only tasks and issues that are not yet ready to start. Either one of the following statements must be true:

    • The tasks and their parents might have predecessors or task constraints that prevent them from being worked on.
    • The tasks or issues have a Planned Start Date that is more than two weeks in the future.

  5. Click Working On under Tasks or Issues to display tasks and issues that you are currently working on.

  6. Click Requested under Issues to display issues that have been requested from you (you are assigned to them), but you have not accepted to work on yet.

Access a team request in the Team Request widget

You can access a request assigned to your team directly from the Team Requests widget in Home area. For more information about team requests, see Team requests overview.

To access a team request:

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

  2. (Conditional) Click Customize to add the Team Requests widget.

    The widget displays team requests under team groupings. The Team Requests widget displays and shows all requests assigned to any team you are on. For more information about working with team requests, see Manage work and team requests.

Work on a work item in the My Work widget

When you click the Work On It button, you are indicating to the user who submitted the work item and to any other user who might be assigned to the work item that you are going to start work.

To work on a work item:

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

  2. (Conditional) Click Customize to add the My Work widget.

  3. In the worklist area of the widget, select the request you want to work on, then click Work On It.

  4. Hover over the work item, then click the Summary icon to view information about the work item.

Remove a work item

If you decide that you should not be working on the work item, you can remove it from your list.

To remove a work item:

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

  2. (Conditional) Click Customize to add the My Work widget.

  3. In the widget worklist, hover over the work item, then click the Summary icon to view information about the work item.

  4. in the Assignments section, remove your name.

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