Customize user interface terminology using a layout template

As an Adobe Workfront administrator, you can use a layout template to change the labels of some objects that appear throughout Workfront to match terms used in your organization.

After you save a layout template where you changed terminology, then log out of Workfront and back in again, the labels that you changed appear where the default labels would appear in most areas throughout Workfront:

  • Main Menu
  • All areas accessed from the Main Menu
  • All tabs
  • All menus
  • Report Builder and reporting elements (views, filters and groupings)
  • Save buttons
  • Exported files
  • Emails
  • Mobile Apps
NOTE
  • The Outlook Add-in area does not display the customized labels.
  • You might encounter grammar and other problems when you customize labels. For example, if you change “Issue” to “Request,” there may be places in the UI where you see the phrase “An request.” For more information, see Implications of customizing object names in the article Understand objects in Adobe Workfront

For information about layout templates for groups, see Create and modify a group’s layout templates.

Access requirements

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

Adobe Workfront plan Any
Adobe Workfront license Plan
Access level configurations

To perform these steps at the system level, you need the System Administrator access level. To perform them for a group, you must be a manager of that group.

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.

Customize user interface terminology

  1. Begin working on a layout template, as described in Create and manage layout templates.

  2. Click Set Terminology near the upper-right corner of the page.

  3. Do any of the following:

    • To use an alternative term provided by Workfront, click the down arrow next to the label, then click the alternative label you want in the drop-down list.

      NOTE

      Alternative labels provided in the drop-down lists are supported in versions of Workfront localized for non-English languages.

    • To provide your own custom alternative for the label displayed for an object, click Set custom name to the right of the label, then type the Singular and Plural forms of the custom term. You can click Reset if you change your mind.

      You can customize the following object names:

      Workfront objects

      Portfolio

      Program

      Project

      Task

      Issue

      Goal

      Result

      Activity

      For more information about these objects, see Understand objects in Adobe Workfront.

      Workfront Goals objects

        Goal

        Result

        Activity

      These objects require an additional license. For more information, see Adobe Workfront Goals overview.

      Workfront Scenario Planner objects

        Initiative

        Scenario

        Plan

      These objects require an additional license. For information, see Get started with the Scenario Planner.

  4. When you are finished, click Done.

    TIP

    After you click Done (and even after you save your layout template), you can always return to the Set Terminology settings and click Reset next to any custom terms to return them to their default state.

  5. Continue customizing the layout template.

    Or

    If you are finished customizing, click Save.

  6. To see your terminology changes:

    1. Log out and back in to Workfront.
    2. Close all browser tabs that you have open for your Workfront environment.
    IMPORTANT

    This is also required for anyone who used the layout template before you made the terminology changes.

For more information about layout templates, see Create and manage layout templates.

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