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Create a basic grouping

Last update: Tue Jun 27 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • User

In this video, you will learn:

  • What a grouping is in Workfront
  • How to create a grouping
  • And how to share a grouping with other Workfront users

video poster

Activity: Create a basic grouping

Create an issue grouping that will be used in a report to track requests that come through a request queue. This grouping will make it easy to see similar types of issues/requests grouped by their priority. Name the grouping 鈥淩equest Queue, Queue Topic, Priority.鈥

Group the issue report based on:

  1. The name of the request queue (this will be the project name)
  2. The queue topic
  3. The priority of the request

Answer

An image of the screen to create a new grouping

  1. In an issue list report, go to the Grouping menu and select New Grouping.
  2. Name your grouping 鈥淩equest Queue, Queue Topic, Priority.鈥
  3. Click Add Grouping.
  4. In the First By field. type 鈥減roject name鈥 then select Name under the Project field source.
  5. Click Add another Grouping.
  6. In the And then by field, type 鈥渜ueue鈥 then select Name under the Queue Topic field source.
  7. Click Add another Grouping.
  8. In the And then by field, type 鈥減riority鈥 then select Priority under the Issue field source.
  9. Click Save Grouping
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