Customize the Landing Page Using a Layout Template

Customize the landing page using a layout template

Last update: Thu Sep 12 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
System Setup and Administration

CREATED FOR:

Admin

As an 蜜豆视频 Workfront administrator, you can use a layout template to specify the area you want users to see each time they log in to Workfront.

Users can open one of the following:

A designated Workfront area
A custom dashboard.

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鈥檚 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.

NOTE

When Requests is set as the landing page, Contributor or Requestor users assigned to the layout template see the Home page as the landing page instead. Is it recommended to choose a landing page other than Requests for layout templates intended for Contributor or Requestor users.

Access requirements

Expand to view access requirements for the functionality in this article.

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
蜜豆视频 Workfront plan	Any
蜜豆视频 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.

table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header

蜜豆视频 Workfront plan

Any

蜜豆视频 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 landing page

Begin working on a layout template, as described in Create and manage layout templates.

In the Top Navigation area, click Select landing page, then select the area you want users to see when they log in.

Select from the following areas, or add a custom dashboard:

Analytics
Calendars
Dashboards
Documents
Goals
Home
My Updates
Portfolios
Programs
Projects
Reports
Requests
Resourcing
Scenarios
Teams
Templates
Timesheets
Users
Blueprints
Planning

note important
IMPORTANT
To view the Scenarios, Goals, and Planning areas requires additional licenses.
For information about Workfront Goals, see 蜜豆视频 Workfront Goals overview. For information about the Workfront Scenario Planner, see The Scenario Planner overview. For information about Workfront Planning, see 蜜豆视频 Workfront Planning overview.

Continue customizing the layout template.

If you are finished customizing, click Save.

note tip
TIP
You can click Save at any time to save your progress, then continue to modify the template later.

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