Get started with dashboards

The purpose of a dashboard is to provide quick access to information. You can gather information in reports and you can then place them on dashboards to make the information easier to access.

Access requirements

You must have the following:

Adobe Workfront plan*

Any

Adobe Workfront license*

Review or higher

Access level*

View or higher access to Reports, Dashboards, and Calendars

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 change your access level, see Create or modify custom access levels.

Object permissions

View permissions to the dashboard

For information on requesting additional access, see Request access to objects .
For more information on permissions for dashboards, see Share reports, dashboards, and calendars .

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Objects that you can add to a dashboard

You can populate a dashboard with the following items in Adobe Workfront:

For more information about creating a dashboard, see Create a dashboard.

Share dashboards

You can share a dashboard with users in the following ways:

When you share a dashboard with users, all the reports, calendars, and external pages that are on the dashboard are also shared with the same users by default.

NOTE

If a user is deleted, any dashboards they have created are no longer accessible. To learn more, see Delete users.

Display dashboards

You can display a dashboard in the following ways:

  • Access the section that it is placed on and the dashboard placed on the section displays.
    For more information on placing dashboards on custom sections, see Left navigation in Adobe Workfront.

  • Search for and manually access it when you find it.

Access a dashboard

  1. Click the Main Menu , then click Dashboards.

  2. Hover over the left sidebar, then select any of the following:

    • My Dashboards: Dashboards you have built are listed here.

      TIP

      If you don’t have Edit access to Reports, Dashboards, and Calendars in your access level, you cannot create dashboards. In this case, the My Dashboards list is empty.

    • Shared Dashboards: Dashboards that are created by other users and shared with you are listed here.

    • All Dashboards: Both your and other users’ dashboards that are shared with you are listed here.

    Dashboards area

  3. Click the name of a dashboard to display it.
    The dashboard displays the information included in the reports, calendars, or external pages that populate it.

  4. (Optional and conditional) Click the Reload icon in the upper right of the dashboard to refresh the information on the dashboard.
    The information on the dashboard is synchronized in real time when you first access it. If you have displayed the dashboard for a while in your browser, the information inside the reports on the dashboard could become outdated. The date and time when the dashboard was last refreshed is listed to the left of this icon.
    Reload icon

Delete dashboards

If you want to remove a dashboard from Workfront, you can delete it.

To learn more, see Delete a dashboard.

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