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The Dashboard in Workfront Proof

Last update: Thu Nov 17 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
This article refers to functionality in the standalone product Workfront Proof. For information on proofing inside Adobe Workfront, see Proofing.

The Dashboard is the first page you see when you log in to your Workfront Proof account. It summarizes the activity in your Workfront Proof account and provides quick links to other sections and functions within Workfront Proof.

The dashboard contains the following:

  • Organization logo (1)

  • Top Navigation (2)

  • Search (3)

  • Header menu (4)

  • New Menu (5)

  • Sidebar (6)

  • Welcome section (7)

  • Overview (8)

  • Recently accessed items (9)

  • Recent activity (10)

NOTE
The menus and links you are able to see and use on your Dashboard will depend on your user profile and permissions.

You can brand your account to show your own organization’s logo, colors, custom links, and more. For more information, see Brand the Workfront Proof site."

If you don’t brand your account, the Workfront Proof logo and standard colors appear.

Header menu

The user name

The user name (2) you’ve chosen will appear here. It can be changed in Personal settings.

Settings

Here (3) you can access your:

  • Personal settings
  • Account settings
  • Billing
NOTE
The visibility of the above menus depends on your profile. Please see User profiles and permissions for more information.

Help

Here (4) you can access:

  • Help Articles
  • Demo movies
NOTE
With our Select and Premium plans you can configure the Help options to point your users to your own content. Please see our Advanced branding options for more details.

Logout

Click here to log out of your account.

The new menu

To open the New menu,

  1. Click the dropdown arrow (7).

    The New menu has the following options:

    • New Proof (8)
    • Upload file (9)
    • New folder (10)
    • New guest (11)
    • New user (12)
    • New group (13)

The Dashboard menu

The Dashboard menu contains the following menus:

  • Edit tags
  • Move to
  • More actions
  • Delete

Edit tags

The Edit tags menu (1) lets you:

  • Apply a tag to an item or items
  • Create new tags
  • Manage tags (2)

Move to

This function lets you move proofs and files to one of your folders. To do this:

  1. Select the tick box for the relevant item(s).

  2. Click Move to (3) and choose the relevant folder (4).

  3. Click Save (5).

More actions

In the More actions menu (6) you can perform the following actions:

  • Lock (proofs only)
  • Activate
  • Archive (proofs only)
  • Unarchive (proofs only)
  • Change owner

Delete

To delete items:

  1. Select the tick box to the left of the item(s) and click Delete (7).

  1. In the confirmation screen that appears, check the details and confirm by clicking Yes (8).

The Sidebar

The sidebar has links to the following pages:

  • Dashboard (1)
  • Views (2)
  • Workflows (3) (Premium plans only)
  • Dropzone (4) (Select and Premium plans)
  • Contacts (5)
  • Groups (6)
  • Activity (7)
  • Trash (8)
  • My folders (9) (you can also access each individual folder from the sidebar)
  • Other Organizations’ folders (10) (where you can find items that other organizations shared with you)
  • Tags (11)

The Sidebar is described in more detail on the Sidebar help page.

Welcome section

The Welcome section has the following useful links:

  • Watch our demo movies (1)
  • Help pages (2)
  • Support contact details (3)
  • “Don’t show me the Welcome section again” link (4)

Overview

In this section you’ll find the quick links to:

  • Create a new proof Upload a file
  • Create a new folder
  • Add a new user
  • Change your password

The overview section also displays pre-filtered information. These are:

  • Proofs to manage - total number of active proofs owned by you and delegated to you

  • Proofs awaiting decision - total number of active proofs that require your decisions

Here you can see right away how many proofs require immediate action from you or from your reviewers:

  • Total
  • On time - proofs that have no deadline or there is more than 24 hours until the deadline
  • At risk - proofs with the deadline less than 24 hours
  • Late - proofs with not all actions completed and passed deadline
NOTE
The charts values are clickable - you can easily Go to the detailed list of the items.

Recently accessed items

The Recently accessed items section shows you the items that have been recently accessed by you. This includes the items you own, the items you have permissions to see as per your profile permissions and the items that were shared with you. This section will include only the items that you yourself have opened (either via the Workfront Proof Viewer or via the Proof details page).

The Recently accessed items section shows you the following information about recent proofs and files:

  • Name
  • Progress
  • Status
  • Decision
  • Owner

Summary (this information will be collapsed by default - click the expand/collapse button to the left of the relevant proof to open the proof summary)

Actions menu

See Page layouts for the different layout options available for this section.

NOTE
Clicking on the proof name in Recently accessed items section will take you straight to the proof in the Proof Viewer.

To access the Proof details page:

  1. Click on the Actions menu (1) available to the right of the proof name.
  2. Select View proof details (2) from the menu.

Recent activity

This section shows you the following details about recent activity in your account:

  • Date and time Proof/File name
  • Action
  • Details

You can also go to an item’s Details page by clicking opening the item’s Actions menu and choosing to View details. To see more information about activity in your account, see Activity audit trail.

NOTE
Clicking on the name of the proof in the Recent Activity section will open the proof in the Proof Viewer.

To go to the Proof details page of that proof:

  1. Click on the Actions menu (1).

  2. Select View proof details (2) from the dropdown menu.

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