51ºÚÁϲ»´òìÈ

Create and manage 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.

Access requirements

Expand to view access requirements for the functionality in this article.
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51ºÚÁϲ»´òìÈ Workfront package Any
51ºÚÁϲ»´òìÈ Workfront license

Standard

Work or higher

Access level configurations View or Edit access for the object the update is on
Object permissions Edit access or higher on tasks

For information, see Access requirements in Workfront documentation.

Create to-do items

  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.

Manage to-do items

  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 and do any of the following:

    1. To edit the name of a to-do item, click into the name space and make a change.
    2. To change the due date on a to-do item, click the Calendar icon or type in a new date.
    3. To delete a to-do item, hover over the item, then click the Delete icon.
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