Make smart assignments
The highlighted information on this page refers to functionality available only in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
This functionality will be removed from the Production environment for customers who enabled fast release with the 25.1 release in January 2025. For information about the 25.1 release, see First Quarter 2025 release overview.
You can use smart assignments to identify who the best user is to complete the work.
Smart assignments are suggestions for users, roles, or teams that ÃÛ¶¹ÊÓƵ Workfront presents to you when you assign work items to resources. Workfront bases its suggestions on an algorithm that determines the most appropriate resource for the job.
There are two separate algorithms in Workfront that calculate smart assignments that work differently for tasks and for issues.
For more information about the criteria used in determining smart assignments, see Smart assignments overview.
Access requirements
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|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license* |
New: Standard Or Current: Work or higher |
| Access level configurations |
Edit access to Tasks and Issues View or higher access to Projects |
| Object permissions | Contribute or higher permissions with the ability to make assignments on tasks and issues |
*For information, see Access requirements in Workfront documentation.
Make smart assignments
Smart assignments are available in most locations where you can make assignments in Workfront.
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Go to an the following areas the click the Assignments or Assign this to field:
- A task or issue list or report
- A task or issue header
- The task or issue Summary panel
- A New Task or New Issue box, as you add a new task or issue to a project
- A task or issue in the Workload Balancer
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Place your cursor in the Assignments field, and wait for two seconds.
For issues, the smart assignments display in the following sections:
- Users and teams
- Job roles
For tasks, the smart assignments display in the following sections, depending on which phase of the algorithm’s calculation identified the assignments:
- Suggested assignments: Displays assignments identified in the first phase of the task smart assignment algorithm.
- Users and teams, Job roles, or Rate card job roles: Assignments identified in the second phase of the task smart assignment’s algorithm calculation.
For more information, see Smart assignments overview.
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Select the resource in the recommendations list by clicking their name.
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(Optional) Click Assign to me to assign the work item to yourself.
note tip TIP If there are no suggestions, the suggestion list does not open. -
(Optional) If you do not want to use one of the recommended users from the smart assignments list, start typing the name of the desired resource and select the name when it appears in the list.
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Click Enter to make the assignment.
The selected user is assigned to the task or issue.