Create and manage layout templates
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
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| 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.
Create or modify a layout template
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Click the Main Menu icon
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In the left panel, click Interface > Layout Templates.
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Click New Layout Template.
Or
Click the name of the layout template you want to modify.
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If you are creating a new layout template, type a Layout template name and (optional) a Description for it.
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Customize areas of the user interface, as described in the following articles:
- Customize the Main Menu using a layout template
- Customize the left panel using a layout template
- Customize pinned pages using a layout template
- Customize the Details view using a layout template
- Customize the Summary panel using a layout template
- Customize Home using a layout template
- Customize the landing page using a layout template
- Customize Filters, Views, and Groupings using a layout template
- Customize user interface terminology using a layout template
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Continue to test your layout template and make it available to users, as described in the articles below: