Create and manage layout templates

Last update: October 22, 2024

Topics:
System Setup and Administration

CREATED FOR:

Admin

As an Adobe Workfront administrator or a group administrator, you can create and modify layout templates to customize the following layout elements in Workfront for your users:

Main Menu
Left navigation panel
Home area
Summary panel
Views, filters, and groupings people use with lists and reports.
On-screen terminology
Project, task, and issue headers

After you create or modify a layout template, you can assign it to individual users, teams, groups, or job roles.

Every user’s default Workfront layout depends on their access level and license type. For example, some users might not see some areas in the Main Menu. For more information, see About the default Adobe Workfront layout.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan

Any

Adobe Workfront license*

New: Standard

Current: Plan

Access level configurations

To perform these steps at the system level, you need the System Administrator access level. To perform them for a group, you must be a manager of that group.

*For more information, see Access requirements in Workfront documentation.

Considerations for creating and managing layout templates

Users can customize a few areas of their own layout. When you change a layout template, your changes merge with any customizations they have made, without overwriting or resetting them. This is also true if you assign users to a new layout template.
Group administrators and users with a Plan license who can edit other users can add system-level and group-level layout templates to the users they can manage when editing their profile.
Group administrators cannot assign layout templates to job roles or teams.

For more information about layout templates, see Layout templates.