Customize the left panel using a layout template

Last update: February 7, 2025

CREATED FOR:

  • Admin

In a layout template, you can customize what users see in the left panel area throughout Adobe Workfront.

For example, you can determine which of the following items users see in the left panel when viewing a task:

Branding left panel

IMPORTANT
Changes made to order and visibility are reflected in the mobile app.

For information about creating layout templates, see Create and manage layout templates.

For information about layout templates for groups, see Create and modify a group’s layout templates.

After configuring a layout template, you must assign it to users for changes you made to be visible to others. For information about assigning a layout template to users, see Assign users to a layout template.

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 planAny
Adobe Workfront license*

New: Standard

Current: Plan

Access level configurationsTo 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.

Customize the left panel for an area in Workfront:

  1. Begin working on a layout template, as described in Create and manage layout templates.

  2. Click the down arrow Down arrow under Customize what users see, then click the name of an object type or a Workfront area whose left panel you want to customize.

    The object types and Workfront areas whose left panel you can customize are listed in the following table:

    Object type or Workfront areaWhen users click the following...Sections in the left panel that users see after you show them in the layout template:
    ProjectThe name of a projectTasks, Project Details, Business Case, Updates, Documents, Issues, Risks, Approvals, Baselines, Billing Rates, Billing Records, Expenses, Hours, Workload Balancer, People, Utilization, Queue Details, Routing Rules, Queue Topic, Topic Group, Metrics, Planning*
    TaskThe name of a taskUpdates, Documents, Task Details, Subtask, Issues, Hours, Approvals, Expenses, Predecessors
    IssueThe name of an issueUpdates, Documents, Issue Details, Hours, Approvals
    PortfolioThe name of a portfolioProjects, Programs, Portfolio Details, Portfolio Optimization, Documents, Updates, Planning*
    ProgramThe name of a programProjects, Program Details, Updates, Documents, Planning*
    TemplateThe name of a project templateTemplate Tasks, Template Details, Updates, Documents, Risks, Expenses, People, Approvals, Billing Rates, Queue Details, Routing Rules, Queue Topic, Topic Group
    Template TaskThe name of a template taskUpdates, Documents, Template Task Details, Subtasks, Expenses, Approvals, Predecessors
    Billing RecordThe name of a billing record for a projectBilling Record Details, Billable Hours, Billable Expenses, Fixed Revenues
    ProjectsProjects in the Main menu Projects
    RequestsThe name of a requestNew Request, Submitted requests, All Requests, Drafts
    DashboardsThe name of a dashboard

    My Dashboards, Shared Dashboards, All Dashboards

    NOTE: If you created custom tabs for the Reports area using a layout template in Adobe Workfront Classic, they display at the bottom of this list. For users, they display at the bottom of the left panel in the Dashboards area.

    Scrum TeamThe name of a Scrum team

    Iterations, Current iteration, Backlog, Workload Balancer, Updates, Team Settings

    NOTE: The Current iteration item only displays in the left panel when there is at least one task or issue on the iteration.

    Kanban TeamThe name of a Kanban teamWorkload Balancer, Kanban board, Backlog, Updates, Team Settings
    Waterfall TeamThe name of a Waterfall teamWorkload Balancer, Updates, Team Requests, Team Settings
    IterationThe name of an iterationStories, Issues, Story Board, Overview, Custom Forms, Updates

    *Your company must purchase an additional license for Workfront Planning to be able to add this area to the left panel of projects, portfolios, and programs. For more information, see Adobe Workfront Planning overview

  3. In the Left panel list, do any of the following to determine what users will see in the left panel for the Workfront area or object type you have selected:

    • Click the Show Show icon or Hide Hide icon icons to display or hide sections in the left panel. You cannot hide items that do not have a Show or Hide icon.

    • Drag items Move icon to change their order on the left panel.

    NOTE
    The following items in the Customize what users see drop-down list refer to areas other than the left panel:
    • Lists
    • Summary panel
    • Home
    • Branding
    For information about how to customize the additional areas, see the following articles:

  4. (Optional) If you want to add a left panel item that links to one of your organization’s dashboards, click Add custom section, type a Custom section title for the item, then add the dashboard.

    Dashboard items appear at the bottom of the left panel. Users see the Custom section title you type next to the dashboard item when they hover over it in the left panel.

    NOTE
    Users can add custom dashboard items to their own left panel. When you add custom dashboard items in a layout template, your items display in addition to the ones they add, without overwriting or resetting them. This is also true if you assign users to a new layout template with custom dashboard items. For information about how users can customize the left panel, see Create custom tabs or sections.
    For information about dashboards, see Dashboards.

  5. Continue customizing the layout template.

    Or

    If you are finished customizing, click Save.

    TIP
    You can click Save at any time to save your progress, which closes the layout template editor, then continue to modify the template later.

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