Customize object areas with a layout template

Transcript

Hey everyone, in today’s video we’re going to show you how to customize the left panel for various Workfront objects. So when users go to a task they’re assigned to or to a project they own, they see a navigation panel to the left that allows them to quickly access information regarding that object. They’re going to see things like details or updates that are made on that project or that task or that request, any documents that might be associated or any approvals that might be listed on that task, project, issue, whatever it may be. However, in this navigational panel you may see sections that aren’t needed or that you don’t use. With the layout template, those sections can be removed, you can add ones that are more applicable, and you can also rearrange the order of the sections in order to make things easier and faster for you and your users. So what we’re going to do is we are going to customize this left navigational panel within the layout template. So we’re going to go back to our layout template area by going to main menu, setup, going down to interface and then layout templates. Now you can of course start by creating a new layout template or you can edit an existing template. That’s what I’m going to do here today. I’m going to edit this marketing content team layout. We are going to start in the customize what users see section. By default it goes to the object of project. However, in this case we’re going to actually make changes to the task navigational panel. So we’re going to from this drop down menu select task. You’ll notice just as a side note here that there are other options available to you. So you have the ability on any of these objects to change that left navigational panel if needed. So we’ll click task and what we’re going to do is we’re going to start by removing the things we don’t want to appear in the left navigational panel. So let’s say, again this is the marketing content team layout, let’s say that they don’t need to log hours for their tasks or expenses and they’re not going to be adding any approvals at the task level. So we need to remove those sections to create less visual clutter. So we’re going to find those in the list. So first let’s look, hours is where they would potentially log time. So to hide that or remove it from our left navigational panel we’re going to click this icon that’s just to the right, it looks like an eye. And when we click that you’ll notice that the hours section moves to the bottom of the list and it’s grayed out. So it’s very light, it’s a little bit harder to see there. That means that that has been removed or hidden from view. I’m going to do the same thing for approvals and expenses. So those three sections are now grayed out and hidden from that left panel. Now the next thing we want to do is we want to add sections to this left navigational panel. So again, using the example of the marketing content team, let’s just say that they have a dashboard. And a dashboard is a panel of reports that helps them keep track of their daily progress, each team member’s daily progress. And they want that dashboard to be the very first thing that shows in that left panel. Well, no problem. What we can do here is down at the bottom of the list there’s a button that says add custom section. We’ll click that. We’re going to give that section a name. So I’m going to call it team progress. The next thing I need to do is I need to actually find that dashboard. Here’s the list of dashboard options and there’s my dashboard. It says team dashboard. I’m going to click add new section. By default it adds it as the last visible item on the list. But I can simply drag and drop it to the top and now that dashboard will be the very first thing that I see when I go into a task and look at that panel. I can rearrange any of these. So if I wanted documents to be next, no problem. Just simply drag and drop or task details. You simply move these sections in the order you want them and that works best for you and your team. So once you’ve customized that left navigational panel and you’re done, you can go ahead and hit save at the bottom and that will take effect.