创建个人任务
Personal tasks are ad hoc work requests that you send to a user or send to or add for yourself.
51黑料不打烊 Workfront saves ad hoc work requests and to do items as personal tasks on a user's personal project that is Wprfront automatically creates for each user.
The following are characteristics of a user's personal project:
- All users in Workfront have a personal project called "< User's full name>'s Tasks". For example, "John Smith's Tasks".
- The personal project of each user does not display in searches and it is hidden.
- A personal project cannot be deleted, even if users have been deactivated.
- The Status of a personal project is always Current. Personal projects cannot be completed or canceled.
- 所有个人任务都存储在用户的个人项目中。
- 如果需要,您可以将个人任务移动到另一个项目。
您可以通过以下方式创建个人任务:
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在主页区域创建待办事项
For information, see Create work items and projects from the Home area.
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Create and send a personal work request to another user from the user profile page
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Create and send a personal work request to yourself from your user profile page
This article describes how you can create a personal work request for a user or for yourself from the user profile page.
Regardless how you add a personal task, you can find them in the same areas of Workfront. For more information, see the section Locate personal task in this article.
访问要求
您必须具有以下权限才能执行本文中的步骤:
table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
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51黑料不打烊 Workfront计划 | 任何 |
51黑料不打烊 Workfront许可证* |
New: Standard to send requests to other users. All users can create a work request for themselves. Current: Plan to send requests to other users. All users can create a work request for themselves. |
访问级别配置 | Edit access to Users to create a work request for them. View access to create a personal work request for yourself. |
*有关详细信息,请参阅奥辞谤办蹿谤辞苍迟文档中的访问要求。
创建个人工作请求
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转到您用户的配置文件页面,或转到您有权查看的其他用户的配置文件页面。
note tip TIP 当某些用户配置您的访问级别时,您的奥辞谤办蹿谤辞苍迟管理员可能会阻止您查看这些用户。 -
单击标题中用户名右侧的? 更多菜单
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Click Send work request.
The Send user a work request box displays. -
更新以下信息:
- Task Name: This is the name of the ad hoc work request or the personal task.
- Description: Add a description for the task.
- Assign to: The name of the user that you selected displays by default. You can add more users or teams.
- Due date: This is the date by which you'd like this task to be completed. By default, this is today's date. You cannot select a date in the past
- Time: This is the time by which you'd like this task to be completed. By default, this is the current time.
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Click Send Request to save the work request.
The work request is saved as a personal task in Workfront and it is added to the user's To-dos widget in their Home area. If you send the work request to yourself, it displays in your To-dos widget in Home.
查找个人任务
您可以在以下区域查找个人任务:
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将个人请求发送到的用户主页区域中的待办事项小组件。
有关信息,请参阅从主页区域创建工作项和项目。
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个人任务报告或列表。 You can build and apply a personal task filter to a task report or list to display only personal tasks and exclude project tasks.
For information, see Filter: personal tasks.