Create dashboards in Workfront
The video provides a comprehensive guide to understanding and using dashboards in Workfront.
It explains that a dashboard is a collection of reports that allows users to organize and display related data in one place.
Key takeaways
- Dashboards in Workfront: A dashboard is a collection of reports that allows users to organize and display related data, such as projects, tasks, and issues, in one centralized view.
- Creating Dashboards: Dashboards can be customized by selecting a layout, adding reports, custom calendars, or external pages, and arranging them for optimal display. Users can also customize which columns appear in side-by-side reports within the dashboard.
- Accessing Dashboards: Dashboards can be found under “My Dashboards,” “Shared Dashboards,” or “All Dashboards” in the Dashboards area. Frequently used dashboards can be pinned or added to favorites for quick access.
- Sharing Dashboards: Dashboards can be shared with other Workfront users, including all reports within the dashboard, via the “Dashboard Actions” menu.
- Printing Dashboards: Dashboards can be printed directly from the “Dashboard Actions” menu, making it easy to share physical copies of the data.
“Create dashboard” activities
Activity 1: Create a dashboard
Create a dashboard with only one report in it—“Search Notes in This Project.” This is useful for quickly finding any update made on a project, even if there are thousands of updates to search through. This will search into update threads to quickly extract any updates that meet the criteria you specify in the prompts.
Create this report by making a copy of the “Search Notes” report you created in the “Create a note report” activity. Didn’t create it yet? Click here to see the activity in the Create a task report tutorial.
- Remove the Project Name prompt from the copy and rename the report “Search Notes in This Project.”
- Name the Dashboard “Search Notes.”
- Go to any project landing page and create a custom section for a dashboard.
- Note that when you search for notes in your custom section it will only show notes contained within the project you’re currently in.
Answer 1
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Run the report you created in the “Create a note report” activity. Didn’t create it yet? Click here to see the activity in the Create a task report tutorial.
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Click Report Actions and select Copy. Workfront creates a new report named “Note Search (Copy).”
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Go to Report Actions and select Edit. Click Report Settings and change the name to “Search Notes in This Project.”
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Click Report Prompts and delete the Project > Name prompt from the list.
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Check the Show Prompts in Dashboard box.
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Click Done, then Save + Close. You now are looking at the Prompts screen of the report.
Next you’re going to use a shortcut to create a new dashboard and add this report to it.
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Click Report Actions and select Add to Classic Dashboard > New Dashboard.
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Drag the report “Search Notes in This Project” to the Layout panel.
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Notice that the name of the report becomes the name of the dashboard. Edit the name to just “Search Notes.”
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Click Save + Close.
Now add the dashboard to a project page.
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Go to any project. From the left panel menu, click the Add a Dashboard button.
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In the Choose a dashboard field, type “Search Notes” and select the dashboard from the list.
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In the Quick link name field, type in “Search Notes.”
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Click Add.
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From the left panel menu, find Search Notes near the bottom. Click the dots to the left of the name and drag it up to right below Updates.
Activity 2: My Teams’ Open Tasks
Create a dashboard with 3 “open task” reports in it, each filtered by a different team assigned to the tasks.
Use an existing “open task” report–filtered by a team–if you have one, or create a new one for this dashboard. Copy and edit the report twice for two additional teams, then put them on a single dashboard named “My Teams’ Open Tasks.”
Answer 2
Part 1 - Create an “open tasks” report filtered by one of your teams
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Select Reports from the Main Menu.
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Click the New Report menu and select Task.
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Name your report “Open Tasks Assigned to the Creative Team” (or any other of your teams).
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In Columns (View) set up your columns to include:
- Project > Name
- Task > Name
- Task > Assignments
- Task > Duration
- Task > Planned Hours
- Task > Planned Start Date
- Task > Planned Completion Date
- Task > Percent Complete
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Select the Planned Completion Date column and change the Sort to Ascending.
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In the Filters tab, add filter rules to include:
- Project > Status Equates With > Equal > “Current”
- Task > Team ID > Equal > “Creative”
- Task > Percent Complete > Less Than > “100”
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Click the Save+Close button to save and close your report.
Part 2 - Copy the report you just created and create a new report for your second team
- Viewing the report you just created, click Report Actions > Copy.
- The new report will appear with the name “(Copy)” appended in the title.
- Click Report Actions > Edit. Then change the filter and the report title to focus on the Orion team (or any other of your teams).
- Click on the Filters tab, then change the filter rule
Task > Team ID > Equal > “Creative” to
Task > Team ID > Equal > “Orion” - In the Report Titile field, change the word “Creative” to “Orion” and delete the word “(Copy)”.
- Click the Save+Close button to save and close your report.
Part 3 - Copy the report again and create a new report for your third team
- Viewing the report you just created, click Report Actions > Copy again. This time change the name of the team in the title and the filter to “Digital Marketing” (or any other of your teams).
Part 4 - Create a dashboard showing the open tasks on each of your teams
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From the main menu, click on Dashboards.
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Then click on New Dashboard.
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Name the dashboard “My Teams’ Open Tasks”.
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Start typing the name of your reports in the Search by name field.
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Since your report names all start out with the same words, you might see them all come up like this:
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Drag them each over to the layout area, then click Save + Close.
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Here’s the final dashboard:
