Object headers overview
You can view information at a glance about objects in Adobe Workfront when you review their header.
In addition to the name of the object, the header can include the owner of the object, the status, or the percent complete.
Workfront gives priority to the name of the object, allocating as much space to it in the header as possible. When an object name is too long, it is truncated. To display the full name of an object, you can hover over it.
Access the header of an object
Accessing the header for an object in Workfront is identical for all the objects that have it.
For example, to access the header of a project:
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Go to a project.
The header displays at the top of the page and contains the name of the project.
Customizable headers
Your Workfront or group administrator can customize the header of projects, tasks, and issues by using a layout template.
This article describes the default headers for all objects, including projects and tasks and issues.
For information about customizing information on the header of an object, see Customize object headers using a layout template.
Project header overview
The project header displays the following information, by default:
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Next to the name of the project, the actions area displays which includes the Share option.
When you are one of the approvers, use the following icons to manage the approvals for the project:
If you are not an approver, click the More icon
To learn more about approvals, see Approval process overview.
Task header overview
The task header includes the following information, by default:
The parent objects of the task display in the breadcrumb. Clicking the name of the parent opens that parent object.
For more information, see Breadcrumbs overview.
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Next to the name of the task, the actions area displays which includes the Share option.
If the Dependency icon displays, you can click the icon to see any predecessors or successors for the task.
If the task is assigned to you, you can click the Work on It or Start Task button to indicate that you are now working on the task, or the Done button to indicate that you completed the task.
For information about replacing the Work On It button with a Start Task button, see Replace the Work On It button with a Start button.
You can edit the task Planned Completion Date and time in the header.
Tip: Notice that the Commit Date is not visible in the header. You can view it on the Details page.
When you are one of the approvers, use the following icons to manage the approvals for the task:
If you are not an approver, click the More icon
To learn more about approvals, see Approval process overview.
Issue header overview
The issue header includes the following information, by default:
The parent objects of the issue display in the breadcrumb. Clicking the name of the parent opens that parent object.
For more information, see Breadcrumbs overview.
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Next to the name of the issue, the actions area displays which includes the Share option.
If the Dependency icon displays, you can click the icon to see any predecessors or successors for the issue.
You can edit the issue Planned Completion Date and time in the header.
Tip: Notice that the Commit Date is not visible in the header. You can view it on the Details page.
When you are one of the approvers, use the following icons to manage the approvals for the issue:
If you are not an approver, click the More icon
To learn more about approvals, see Approval process overview.
Program header overview
The program header displays the following information:
You can access the Portfolio from the header of the Program. Clicking the name of the parent opens that parent object.
For more information, see Breadcrumbs overview.
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Next to the name of the program, the actions area displays which includes the Share option.
You cannot edit the Percent Complete of the program in the header. This information is updated from the projects in the program.
Tip: By default, the percent complete of the program is an average of the percent complete values of the projects in a Current or Approved Status that belong to the program.
Portfolio header overview portfolio-header-overview
The portfolio header includes the following information:
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Next to the name of the portfolio, the actions area displays.
Template header overview template-header-overview
The template header displays the following information:
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Next to the name of the template, the actions area displays.
Template Task header overview
The template task header displays the following information:
The parent objects of the template task display in the breadcrumb. Clicking the name of a parent object opens that parent object.
For more information, see Breadcrumbs overview.
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Next to the name of the template task, the actions area displays.
Billing Record header overview
The billing record header displays the following information:
The parent objects of the billing record display in the breadcrumb. Clicking the name of a parent object opens that parent object.
For more information, see Breadcrumbs overview.
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Next to the name of the billing record, the More menu
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Edit
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Delete
NOTE
The More menu does not display for billing records with a Status of Billed. You cannot edit or delete Billed records.
When the billing record has a status of Billed, you can no longer edit it.
You can edit the Status of the billing record in the header.
User header overview
The user header displays the following information:
Next to the name of the user, the actions area displays.
Team header overview
The team header displays the following information:
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Next to the name of the team, the actions area displays.
Iteration header overview
The iteration header displays the following information:
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Next to the name of the iteration, the actions area displays.
Group header overview
The group header displays the following information:
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Next to the name of the group, the More menu
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Edit
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Copy
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Delete
The Licenses in use box displays the number of Plan and Work license users in the group and its subgroups. You can click the numbers to see this information for all 5 license types.
For more information, see View the number of licenses allocated and used in a group in the new Adobe Workfront experience.
Document header overview
The document header displays the following information:
The parent objects of the document display in the breadcrumb. Clicking the name of a parent object opens that parent object.
For more information, see Breadcrumbs overview.
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Next to the name of the document, the actions area displays.
The Decisions area displays in the upper-right corner of the Document header.This area differs based on the approval phase and whether you are an approver, reviewer, or neither.
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If you are an approver, you can use the following icons to manage the approvals for the document:
For more information on approval decisions, see Approving work.
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If you are a reviewer, you can click the Complete my review button to indicate that you have reviewed the document.
For more information on reviewing a document, see Review a document.
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Otherwise, this area shows the current review and approval status for the document.
Company header overview company-header-overview
The company header displays the following information:
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Next to the name of the company, the More menu
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Edit
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Delete Company
Plan header overview
Plans are the objects of the Workfront Scenario Planner. For information about the Scenario Planner, see The Scenario Planner overview.
The plan header displays the following information:
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Next to the name of the plan, the actions area displays.
Below the plan name and actions area, you can complete the following actions:
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Show conflicts: Clicking this toggle shows or hides conflicts in the initiatives.
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Compare scenarios: Clicking this link shows you a side-by-side comparison of the scenarios you have created.
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Scenario selection: In this drop-down menu, you can copy a scenario or select to view a different scenario.
Goal header overview
You can create strategic goals when your company has access to Workfront Goals. For more information about Workfront Goals, see Get started with Adobe Workfront Goals.
The goal header displays the following information:
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Next to the name of the goal, the More menu
You can perform the following actions from the More menu of a goal:
- Edit
- Copy goal
- Delete goal
- Share
- Activate or Deactivate
- Close or Reopen