Customize navigation in workfront

Layout templates streamline what features and areas a user can see and access in Adobe Workfront, allowing users to focus on what’s important to them.

The parts of the Workfront window that can be customized include:

• Main Menu
• Left panel menu on area and object pages
• Details window on objects
• What page users land on when they log in
• Page headers for projects, tasks, and issues
• Filter, view, and grouping lists

Before Karen starts creating layout templates for the groups and teams at her organization, she talks with the users to understand the work they do and the processes they follow. She wants to ensure the layout templates she and the group administrators create include the right Workfront features and information to support their work.

Create a layout template

Adobe Workfront recommends building layout templates around sets of people who do similar work and need access to the same parts of Workfront.

For example, there are designers across several groups at Karen’s organization who do the same type of work in Workfront. So Karen creates a single layout template and assigns it to everyone in that job role.

Not only does this ensure users have access to the parts of Workfront they need to do their work, but it also means fewer layout templates for administrators to create and maintain.

System administrators create layout templates from the Setup area.

Step 1

Expand  Interface  in the left menu of the  Setup  area. Select Layout Templates.

Step 2

Select the  New Layout Template  button.

Step 3

Give the layout template a name at the top-right corner.

Step 4

Add a Description to the layout template. The combination of the layout template’s name and description helps you and other administrators know who the layout template is built for.

Step 5

Click Create to save the layout template.

Click the name of the layout template in the list to open it again and customize the settings.

Group administrators and layout templates

Group administrators can help create and maintain layout templates. Group administrators may know their processes and users better than a global system administrator does.

Allowing group administrators to manage layout templates for their users alleviates some of the system configuration responsibilities from the global system administrator and may offer faster response time when changes are needed.

Layout templates can be created from the group’s main page.

1. Select  Setup  in the Main Menu.
2. Select  Groups  in the left panel.
3. Click the group’s name to open it.
4. Select  Layout Templates  in the left panel.

^{Group administrators can create layout templates from the group’s main page.}

Note: Layout templates created by group administrators are not automatically assigned to users in the group.

Streamline navigation in workfront

When customizing the Main Menu, Karen elevates the most used or important areas to the top of the menu for easy access. She hides the areas that aren’t relevant to the users’ workflows or that her organization isn’t using.

Be mindful when hiding options—you don’t want to hide something a user needs as part of their day-to-day workflows. Remember, it’s easy to add more options to the Main Menu if needed, but it may cause friction if someone has access to something and it’s taken away.

Customize the main menu

In this video, you will learn how to:

• Set up the main menu in a layout template.
• Remove items from the main menu.
• Add items to the main menu.

Landing page and pins in the navigation bar

Karen can customize additional navigation options via the layout template:

• The landing page, which is the Workfront page users see when they log in.
• Pins, which are shortcuts to areas of Workfront, reports, dashboards, or other Workfront items.

Landing page

The  Select landing page  option sets not only the page that users see when they log in to Workfront but what page they’ll go to when they click the icon at the far-left side of the navigation bar.

Setting the landing page ensures users can immediately access the information most relevant to them when they log in—Home for team members who manage assignments through the Work List, requestors to the Requests area, project managers to the project list, and so on.

^{Set the section of Adobe Workfront that users land on when they log in.}

Pins

The  Add new pin  link allows the administrator to pin a Main Menu item or a dashboard and push the pins out to all users assigned to the layout template. The pins appear in the navigation bar across the top of the Workfront window and provide users a quick, easy way to access Workfront items they use frequently.

^{Main Menu items and dashboards can be pinned via a layout template.}

Click each card to see a tip about adding pins to layout templates.

In the next step, you’ll learn how to customize object areas, details sections, and page headers.