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Customize pinned pages using a layout template

Last update: Thu Feb 13 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

In a layout template, you can pin the pages that you want users to always have available at the top of Adobe Workfront. These can be either pages accessed via the Main Menu Main menu icon or the Main Menu Main menu icon when available, or dashboards.

Any pins that your users have added on their own are displayed to the right of the pins you add in the layout template.

For more information about pinning pages, see Pin pages to customize your workspace.

For more information about 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:

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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 information, see Access requirements in Workfront documentation.

Pin pages using a layout template

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

  2. Under Top navigation area, click Add new pin.

  3. In the drop-down menu that appears, do either of the following:

    • Select from the following areas:

      • Analytics
      • Calendars
      • Dashboards
      • Documents
      • Goals
      • Home
      • My Updates
      • Portfolios
      • Programs
      • Projects
      • Reports
      • Requests
      • Resourcing
      • Scenarios
      • Teams
      • Templates
      • Timesheets
      • Users
      • Blueprints
      • Planning
      note important
      IMPORTANT
      To view the Goals, Scenarios, and Planning areas requires additional licenses.

    • Click Add a Dashboard

      • Type a descriptive name in the Custom name field
      • Select a dashboard in the Add a dashboard field
      • Click Add.

  4. Repeat the previous step to pin any other pages.

  5. (Optional) To move a pin, hover over the pin and click the More menu icon More icon next to the pin name, then click Move left or Move right to shift the pin in the chosen direction or click Move to front to shift the pin to the leftmost position.

  6. (Optional) To rename a pin, hover over the pin and click the More menu icon More icon next to the pin name, then click Rename pin. Enter a new name, then click Save.

  7. (Optional) To delete a pin, hover over the pin and click the More menu icon More icon next to the pin name, then click Remove pin.

  8. Continue customizing the layout template.

    Or

    If you are finished customizing, click Save.

    note tip
    TIP
    You can click Save at any time to save your progress, then continue to modify the template later.
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