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.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 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
- Click the Main Menu
in the upper-right corner, or the Main menu
in the upper-left corner, if available, then click Home.
- (Conditional) Click Customize, then click To-dos to add the To-dos widget to your home screen.
- Go to the To-do widget, then click Add to-do.
- Type the name for your personal to-do item, then click Enter.
- (Optional) Click the Date icon
to add a due date for the item.
- (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
-
Click the Main Menu
in the upper-right corner, or the Main menu
in the upper-left corner, if available, then click Home.
-
(Conditional) Click Customize, then click To-dos to add the To-dos widget to your home screen.
-
Go to the To-do widget and do any of the following:
- To edit the name of a to-do item, click into the name space and make a change.
- To change the due date on a to-do item, click the Calendar icon or type in a new date.
- To delete a to-do item, hover over the item, then click the Delete icon.