Create dashboards in Workfront
In this step, you will learn how to create and customize dashboards in Workfront. Dashboards allow you to organize and display related reports in one centralized view, making it easier to manage and analyze data. You will explore how to select layouts, add reports, custom calendars, and external pages, and arrange them for optimal display. Additionally, you will learn how to customize which columns appear in side-by-side reports within the dashboard, and how to share and print dashboards for collaborative use.
Key takeaways
- Dashboards in Workfront: A dashboard is a collection of reports that allows users to organize and display related data, such as projects, tasks, and issues, in one centralized view.
- Creating Dashboards: Dashboards can be customized by selecting a layout, adding reports, custom calendars, or external pages, and arranging them for optimal display. Users can also customize which columns appear in side-by-side reports within the dashboard.
- Accessing Dashboards: Dashboards can be found under “My Dashboards,” “Shared Dashboards,” or “All Dashboards” in the Dashboards area. Frequently used dashboards can be pinned or added to favorites for quick access.
- Sharing Dashboards: Dashboards can be shared with other Workfront users, including all reports within the dashboard, via the “Dashboard Actions” menu.
- Printing Dashboards: Dashboards can be printed directly from the “Dashboard Actions” menu, making it easy to share physical copies of the data.
Next, you will learn how to add basic conditional formatting to a view, enhancing the visibility of key information based on specific criteria.