ÃÛ¶¹ÊÓƵ Workfront Boards for mobile
ÃÛ¶¹ÊÓƵ Workfront Boards are flexible tools that allow team collaboration by providing access to a shared board that contains columns and cards. For additional information about boards, see Boards overview.
In the Workfront mobile app, you can see all of the boards you created or have been added to in the desktop version of Workfront. You can’t create a new board in the mobile app.
Any changes you make to board columns and cards in the app are also reflected in the desktop version of the board.
To provide feedback on mobile boards, select the Send
View and filter the list of boards
-
Select Boards on the home page to view a list of all boards you created or have been added to in the desktop version of Workfront.
-
To sort or filter the list of boards, select More Filters.
-
Select from these options:
- In the Filter section, select Archived to display archived boards in the list. Only active boards are displayed by default.
- In the Sort section, select Date modified or Name.
- In the Order section, select Ascending or Descending to define the sort order.
-
Select Apply or
You can access these options at any time to change them or return to the default settings.
-
To open a board, select it from the list.
View board contents
When you open a board, its columns and cards appear. Scroll horizontally to view all of the columns, and scroll vertically to view all of the cards in a column.
Select and hold a card to move it to another column.
If the board contains an intake column, it appears as the left-most column. Cards in the intake column are not editable until you move them into other board columns. You can select a card to open the task or issue. The intake column filters are controlled in the desktop version of the board. For more information, see Add an intake column to a board.
Work with connected cards
A connected card is connected to an existing task or issue in Workfront. In the mobile app, a connected card is designated with the
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
For example, if you update the name of a connected card on a board in the mobile app, it is also updated on the task or issue.
-
Select a card to see its name, description, column, assignees, connection, status, due date, estimation, tags, and checklist items. When you edit any of these details they are saved automatically. Select the X to close the card and return to the board.
note note NOTE You can select a different tag on the card but you can’t create new tags in the mobile app. -
(Optional) To delete a card, select the More menu
Work with ad hoc cards
An ad hoc card is not connected to a Workfront task or issue. In the image below, the first card is an ad hoc card.
-
Select a card to see its name, description, column, assignees, status, due date, estimation, tags, and checklist items. When you edit any of these details they are saved automatically. Select the X to close the card and return to the board.
note note NOTE You can select a different tag on the card but you can’t create new tags in the mobile app. -
(Optional) To add a new ad hoc card, select New Card in the column where you want to add the card, and enter the card name. To add details, select the newly added card.
-
(Optional) To copy a card, select the More menu
-
(Optional) To delete a card, select the More menu
Manage checklist items on cards
Checklist items are available on both ad hoc and connected cards.
- To add a checklist item, open the card and select New Checklist Item. Enter the checklist item name. The counter on the card is updated.
- (Optional) To copy a checklist item, open the card, select the More menu
- (Optional) To delete a checklist item, open the card, select the More menu
- To complete a checklist item, open the card and select the check box next to the item name.
The item is marked complete, the counter on the card updates to show how many checklist items are complete.
Filter and search in a board
You can filter a board to display cards assigned to certain people, or you can search to locate a specific card on the board.
When filters are applied, an indicator is displayed on the board
Filter a board by assignees
- Select the filter and search icon
- Select Members and choose the person or people whose cards you want to see. You can also display unassigned cards.
- Select Done or
Filter a board by tags (iOS only)
- Select the filter and search icon
- Select Tags and choose the tags you want to see.
- Select Done.
Search in a board
-
Select the filter and search icon
-
Type a search term in the box and select Done or
All cards that contain the search term in the title are displayed.
Select the X to clear the search.