Update work items in the Workload Balancer using the Summary
You can use the Summary panel of a task or an issue to update important information for that item. in the Workload Balancer.
The Summary panel is available for tasks and issues in both the Assigned and Unassigned Work areas of the Workload Balancer.
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 | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license |
New: Standard or Current: Plan, when using the Workload Balancer in the Resourcing area; |
| Access level configurations |
Edit access to the following:
|
| Object permissions | Contribute permissions or higher to the projects, tasks, and issues |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Update tasks and issues in the Workload Balancer Summary panel
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Go to the Workload Balancer.
The Workload Balancer displays work assignment information starting with the current week.
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Go to the Unassigned Work area and find a work item.
Or
Go to the Assigned Work area, expand a user, and find a work item.
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Click the bar of a task or issue to open the Summary panel on the right.
Or
Click Open Summary icon
Or
Click the More menu
The Summary panel opens on the right.
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Modify a number of fields for the work item, enter an update, or you navigate from here to other areas of Workfront to add documents or other information to the work item.
note caution CAUTION Navigating from the Summary to the Substasks section to add subtasks removes the original task, because parent tasks do not display in the Workload Balancer. For more information about updating information using the Summary, see Summary overview.
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(Conditional) If you opened any of the sections of the work item, click your browser’s Back button to return to the Workload Balancer.
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Click the Close icon
