Get started with dashboards

The purpose of a dashboard is to provide quick access to information that comes from multiple reports. First, you can gather information in reports and you can then place multiple reports on dashboards to make the information easier to access.

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: Contributor or higher

Or

Current: Review or higher

Access level View or higher access to Reports, Dashboards, and Calendars
Object permissions View permissions to the dashboard

For more detail about the information in this table, see Access requirements in Workfront documentation.

Objects that you can add to a dashboard

You can populate a dashboard with the following items in Adobe Workfront:

For more information about creating a dashboard, see Create a dashboard.

Share dashboards

You can share a dashboard with users in the following ways:

When you share a dashboard with users, all the reports, calendars, and external pages that are on the dashboard are also shared with the same users by default.

IMPORTANT
If a user is deleted, any dashboards they have created are no longer accessible. To learn more, see Delete users.

Display dashboards

You can display a dashboard in the following ways:

  • Access the custom section where the dashboard is placed.
    For more information on placing dashboards on custom sections, see Left navigation in Adobe Workfront.

  • Search for and manually access the dashboard.

Access a dashboard

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. Hover over the left sidebar, then select any of the following:

    • My Dashboards: Dashboards you have built are listed here.

      note tip
      TIP
      If you don’t have Edit access to Reports, Dashboards, and Calendars in your access level, you cannot create dashboards. In this case, the My Dashboards list is empty.
    • Shared Dashboards: Dashboards that are created by other users and shared with you are listed here.

    • All Dashboards: Both your dashboards and dashboards that other users have shared with you are listed here.

    Dashboards area

  3. Click the name of a dashboard to display it.
    The dashboard displays the information included in the reports, calendars, or external pages that populate it.

  4. (Optional and conditional) Click the Reload icon in the upper right of the dashboard to refresh the information on the dashboard.
    The information on the dashboard is synchronized in real time when you first access it. If you have displayed the dashboard for a while in your browser, the information inside the reports on the dashboard could become outdated. The date and time when the dashboard was last refreshed is listed to the left of this icon.
    Reload icon

Delete dashboards

If you want to remove a dashboard from Workfront, you can delete it.

To learn more, see Delete a dashboard.

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