Create a basic view
In this step, you will learn how to create and customize views in Workfront to display specific information about items in a list, such as projects, tasks, issues, and documents. Views allow you to see details like name, description, status, and other fields relevant to the items. You will explore the flexibility of views and follow step-by-step instructions for creating, customizing, and managing them to suit your needs.
The video emphasizes the flexibility of views in Workfront and provides step-by-step instructions for creating, customizing, and managing them.
Key takeaways
- Customizing Views: Users can edit existing views or create new ones by adding, removing, or rearranging columns to display specific information, such as project status or budget.
- Inline Editing: Some fields in a list view can be updated directly without opening individual items, making it faster to make changes.
- Creating Views from Scratch: Users can design views to meet specific needs, such as tracking project health, by adding relevant columns like budget, actual cost, and progress status.
- Sharing and Managing Views: Custom views can be shared with team members for collaboration or removed when they are no longer needed.
Next, you will learn how to create a basic filter in Workfront to customize list reports based on specific criteria.