Create a layout template for Workfront Goals users

In the Setup area, you can also create and assign a layout template that includes Workfront Goals so you and your users can access it more easily.

In this video, you will learn how to:

  • Create a layout template
  • Assign the layout template to users
  • Add Goals to a layout template
  • Change Goals terminology to suit your organization
  • Add Goals to the Workfront Main Menu
Transcript
Let’s create a new layout template with Workfront Goals, in the main menu. Click the main menu icon in the upper-right corner, then click Setup. From there, click Interface. Then Layout Templates, in the left panel. Create a new layout template by clicking New Layout Template. Give your layout template a name.
If you’d like to include a description for your layout template, you can do that here.
Assign the layout template to users by clicking Assign this to in the top section of the page. In the box that appears, click the field to scroll down the list or type the name of a user, job role, team or group, then click a name when it appears in the dropdown menu. Note, the new Workfront experience is required to use Workfront Goals. If you assign users to this layout template who are still in Classic, they will not be able to use Workfront Goals until they are moved into the new Workfront experience.
It’s important to note that under the set terminology section, we have the ability to rename goals, results, or activities in Workfront Goals. If you click the dropdown, you can see that a common change from the word Goal is Objective. You can select this, or click on Set custom name to type in whatever you want. Results and activities work the same way. We’ll leave them as the standard for this training, and click Done. The last step is to click into the main menu section of the layout template, and add goals to the Main Menu list of options.
Click Done, and create this layout template. Once the layout template is created, refresh the page and go to the main menu to find the Workfront Goals area. -
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