Customize the Summary panel using a layout template
You can use a Layout Template to configure what users see in the Summary panel when they click a task or an issue. Each configuration you make using the steps below affects the the Summary panel. These customizations don’t apply to the Document Summary panel.
You can configure:
- What fields display for a task or issue in the Details area, and in what order
- Whether updates, logged time, attached documents, and timestamps display for a selected task or issue
You can also customize the fields that users see in the Home area when users click a project approval, document approval, or document version approval that is assigned to them.
For information about the Summary panel, see Summary overview.
For information about creating 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
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ 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 more information, see Access requirements in Workfront documentation.
Customize the Summary panel using a layout template
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Begin working on a layout template, as described in Create and manage layout templates.
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Click the down arrow
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In the list that displays underneath, click the object type for which you want to customize the Summary panel.
The table below explains what you can customize for each object
table 0-row-2 1-row-2 layout-auto html-authored no-header Tasks In a list of tasks, this setting affects the Summary panel that displays on the right side of the page when a user selects a task, then clicks the Open Summary icon
Issues In a list of issues, this setting affects the Summary panel that displays on the right side of the page when a user selects an issue, then clicks the Open Summary icon note important IMPORTANT If a task is unassigned, the user assigned to the layout template will not see the field customizations in the Summary. -
(Conditional) If you clicked Tasks or Issues in the previous step, select the category of task or issue that you want to customize.
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(Conditional) If the Set primary action button drop-down menu appears (if you select Tasks or Issues in the list on the left), click the primary action (Done or Status) that you want available for users in the Summary panel when they view a task or an issue.
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Add
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Repeat steps 3-6 to customize the Summary panel for any other object types.
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Click Global settings, near the lower left corner, then enable or disable any of the following options related to ÃÛ¶¹ÊÓƵ Workfront objects in the Summary:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header Show updates for work Displays any updates made on a selected task or issue in the Summary panel. This includes both system updates and updates made by a user. Users can still filter out system updates, as described in Enable or disable system updates in Update work. Log time against work Displays the Log time against work option when a task or issue is selected, allowing users to log time on work items directly from the Home and Summary areas. View documents associated with work Displays a Documents area in the Summary panel when a task or issue is selected, listing any documents attached to the task or issue. Users can click documents to view them in a preview window. Hide timestamp Hides timestamps for the following date fields in the Summary panel:
- Planned Completion Date
- Commit Date
- Submitted Date
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Continue customizing the layout template.
Or
If you are finished customizing, click Save.
For more information about layout templates, see Create and manage layout templates.