Create a basic view

Transcript

Views determine the information you see about each item in a list. The column displays information from various fields, such as name, description, and status. Views are used on all types of lists in Workfront, Tasks, Issues, Documents, and more. Each view is based on the information fields related to those objects. Once you know how to create a view for one type of item in Workfront, you’ll be able to create a view for anything. Let’s start by taking a look at the views on the project page. Let’s expand the View menu to see what’s available. The list consists of built-in views that come with Workfront, custom views that you create, and views shared with you by your system administrator or other team members. The Standard view is the most commonly used when looking at a list of projects. For each project in the list, you see its name, the owner or project manager, the description, the start on date, the due on date, and the percent complete. When you switch to a different view, you’re not just changing which projects you’re seeing in the list, just the information about each project. This makes it easy to see different information about the same list of projects. Workfront recommends you build views that contain fields you want to review frequently and have easy access to edit. Using the inline editing feature saves time because you don’t have to open each individual item in the list to make updates. So, if you want to add a description, you can just click in the description field and do it. Click at the bottom of the screen to save it. You like the Standard view, but you really want to see the project status too. You can make your own custom view using the Standard view as a base. To do this, you just need to go to any view and click the Edit icon. In the View Builder window, click Add Column. Type Status into the field. You want the project status, so make sure to choose the status field name that’s under the project field source. The column is added at the far right, so you can drag and drop it into the spot you want. The preview shows the order in which the columns appear whenever someone selects the view. And you don’t want the description field, so just click the X on the tab to remove it. Now let’s save this view. Because this is a built-in view, it’s not a view that you can edit. But you can save it as a copy on your own. You’ll need to give it a new name because all you did was take the Standard view and add the Status column. You name it Standard plus Status. Then click Save as a New View. The new view now appears in the View menu. Now let’s create a view from scratch. When you create a view, you start with a need. So think about a common need for yourself, your team, or your organization. For example, your team wants to see the total project budget, the total cost so far, and the overall health of the project in the same view. Start by going to a project list to create a view. Remember, views in Workfront are specific to the type of item. So before you make a project view, you need to make sure you’re looking at a list of projects. You click on the View dropdown menu and then select New View. You decide to name it Health View. Pro tip. It’s a good idea to name the view before you start creating it. This helps you remember what you want to focus on. Workfront starts you off with some suggested columns. You don’t need description, so remove it. That gives you plenty of room for the columns that you want to see. You want to add these columns. Budget, Actual Cost, and Progress Status. Start by clicking on Add Column, then find Budget, making sure to select the option under the project field source. Then add the Actual Cost. Then add Progress Status. You move these three columns to the place that description used to occupy. With Actual Cost selected, you can rename the column header. Change it to Cost to Date. Click Save View. Now you can share this view with other users. And if you no longer need the view, you can remove it.