If you spend a lot of time in the Home and Projects area of the new Workfront Experience, you already know how robust the Standard View is. However, sometimes it’s still necessary to access a special dashboard to get all of the project-related information you need.
The great news is that Workfront provides the ability to customize your Standard view with just a few easy steps. Read on to learn how to add that data you’ve been missing.
Did you know?
Workfront requires a plan license to create or modify reports. However, users without a plan license have a lot of functionality from which to choose when it comes to Views and Filters.
1 – To get started, click the Main Menu icon, which is located at the top right of your screen.
2 – Next, navigate to the Project Area.
Note: Your main menu may look different than the above example depending settings created by your system administrator.
3 – From the Projects area, select View: Standard.
4 – Scroll down until you see Standard, which will have a checkmark next to it.
5 – Click the pencil icon. The Customize View page displays.
6 – Click Add Column. Search for the desired column name in the Search box. In this example, we’re adding the Status Icons column to the Standard View.
Columns versus Fields
Things can get confusing when you start talking about columns versus fields. The easiest way to think about it is that a field is where values are displayed. A column is the label for the field values. When we customize a View, we’re adding a column. Data can be entered in the fields for that column.
7 – Select the column name that you wish to add.
Tip! Remember that a Project object is not the same as a Template object. Make sure that you are adding the column to the Project and not the Template.
8 – Click Save as New View.
9 – Choose a name for the customized Standard View. In this example, we’ll call it Standard +.
10 – Click Save View. The new column displays in the Standard + View.
This procedure can be applied to tasks and issues as well. You can even customize reports!
Do you want to learn more about customizing Workfront? Contact Rego today. We’d be happy to discuss this, or any other Workfront features with you. Whether you need Workfront Agile consulting and delivery (coaching, transformation, and SAFe), traditional Project and Portfolio Management (PPM), Marketing, or New Product Development (NPD) solutions, we can help.
About Rego Consulting
Rego expert guides are Workfront deployment experts with deep experience as modern Work Management practitioners and consultants. We give clients unmatched technical and functional expertise at costs that are 20% to 40% less than our competitors. Whether you need a new implementation, managed support, or strategic consulting, Rego Consulting can help you get your best work done. Learn more at regoconsulting.com.