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Customizing To-Dos in Homepage Widget

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Level 1

Hi Everyone--

Our organization has several teams who use the "To-Dos" to track internal work that does not need a full project but that should be noted for the purposes of resourcing. 

The problem is coming in the ability to select both a start and completion date. Currently users are frequently adding a "to-do" with no date associated, which means it doesn't show under our Scheduling tool. I've been experimenting with adding due dates but am running into issues creating date range or the number of desired hours. 

(It looks as though a user can create a project of personal tasks and make adjustments there) which leads me to the second issue we're running into. The to-do list task will default to a full 8-hour day. So, if we make it 2 days, it will automatically go up to 16 hours

 

Has anyone else run into this issue and either found a work around, fix, or alternative to the to-do list for tracking ad hoc tasks?

1 Reply

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Community Advisor

Hi Mary -

 

To do's in Workfront are meant to capture things users do outside of work assigned and are automatically considered "personal tasks" and the personal projects exist for users automatically. They aren't a great place to track actual work. I typically explain these as things like

  • remember to schedule PTO 
  • update OOO
  • finalize intro slide for all hands

 

To-dos
This unique widget allows you to add items to a personal checklist that you can freely edit. To-dos are tracked as tasks in your personal project and remain for up to two weeks after completion.

 

I would suggest doing an actual project to track smaller tasks if you want to use them for resourcing.