Customize issue types and terminology
Rename the default issue types
Workfront provides four types of issues to help your users to categorize the kind of issue being created. The defaults are:
- Bug Report
- Change Order
- Issue
- Request
What if the existing issue types don’t match the issue management needs of your organization? Or maybe your organization uses different terminology?
For example, there’s a team that would like to track project risks using issues. As the system administrator, you know your organization doesn’t track bug reports. So you can change the name of an unused issue type, like Bug Reports, to Project Risks.
Issue types are renamed at a system-wide level, so the change applies to all users.
- Click Setup in the Main Menu.
- Expand the Project Preferences section in the left menu panel.
- Select Statuses.
- Select the Issues tab.
- Make sure the menu in the upper-right is set to System Statuses.
- Hover the cursor next to an issue type at the top of the list. Click the pencil icon to enable field editing.
- Rename the issue type.
- Click outside the field to save.
Change the term “issue” in Workfront
Some organizations use a term other than “issue” to refer to unplanned work items. Issue is the default term and appears throughout the software — menus, reports, field names, etc.
Workfront administrators can use the layout template functionality to rename the issue item to match their organization’s terminology. The new term then appears throughout Workfront for those who are assigned to the layout template.
Learn how system and group administrators can create layout templates in the learning path, Administrator Fundamentals in the new Workfront experience: Part 3 Control and Interface Experience.