Customize the More menu using a layout template
You can use a layout template to determine the options that appear when a user clicks the More menu (the three-dot menu) while viewing the following objects in Adobe Workfront: projects, tasks, issues, portfolios, and programs.
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
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard 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 information, see Access requirements in Workfront documentation.
Customize the More menu for an area in Workfront
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Begin working on a layout template, as described in Create and manage layout templates.
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In the Customize what users see drop-down menu, click the name of an object type or a Workfront area whose More menu you want to customize.
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Click Select menu options.
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In the Select menu options box, do any of the following to determine what users will see in the More menu for the Workfront area or object type you have selected:
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Click the Show
or Hide
icons to display or hide sections in the left panel. You cannot hide items that do not have a Show or Hide icon.
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Drag items
to change their order on the left panel.
note NOTE If you hide the Share option in the More menu for projects, tasks, or issues, the Share button is hidden in the object header. -
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Click Done.