51ºÚÁϲ»´òìÈ

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Create and manage personal to-do item

Last update: Wed Mar 12 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

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.

You must have the following access to perform the steps in this article:

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51ºÚÁϲ»´òìÈ Workfront plan* Any
51ºÚÁϲ»´òìÈ Workfront license* Work or higher
Access level configurations*

Worker

NOTE

If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
Object permissions

Edit access or higher on tasks

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

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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