Customize the left panel using a layout template
In a layout template, you can customize what users see in the left panel area throughout ÃÛ¶¹ÊÓƵ Workfront.
For example, you can determine which of the following items users see in the left panel when viewing a task:
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 left panel for an area in Workfront:
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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
The object types and Workfront areas whose left panel you can customize are listed in the following table:
table 0-row-3 1-row-3 2-row-3 3-row-3 4-row-3 5-row-3 6-row-3 7-row-3 8-row-3 9-row-3 10-row-3 11-row-3 12-row-3 13-row-3 14-row-3 15-row-3 layout-auto Object type or Workfront area When users click the following... Sections in the left panel that users see after you show them in the layout template: Project The name of a project Tasks, Project Details, Business Case, Updates, Documents, Issues, Risks, Approvals, Baselines, Billing Rates, Billing Records, Expenses, Hours, Workload Balancer, People, Utilization, Queue Details, Routing Rules, Queue Topic, Topic Group, Metrics, Planning* Task The name of a task Updates, Documents, Task Details, Subtask, Issues, Hours, Approvals, Expenses, Predecessors Issue The name of an issue Updates, Documents, Issue Details, Hours, Approvals Portfolio The name of a portfolio Projects, Programs, Portfolio Details, Portfolio Optimization, Documents, Updates, Planning* Program The name of a program Projects, Program Details, Updates, Documents, Planning* Template The name of a project template Template Tasks, Template Details, Updates, Documents, Risks, Expenses, People, Approvals, Billing Rates, Queue Details, Routing Rules, Queue Topic, Topic Group Template Task The name of a template task Updates, Documents, Template Task Details, Subtasks, Expenses, Approvals, Predecessors Billing Record The name of a billing record for a project Billing Record Details, Billable Hours, Billable Expenses, Fixed Revenues Projects Projects 
Projects Requests The name of a request New Request, Submitted requests, All Requests, Drafts Dashboards The name of a dashboard My Dashboards, Shared Dashboards, All Dashboards
NOTE: If you created custom tabs for the Reports area using a layout template in ÃÛ¶¹ÊÓƵ Workfront Classic, they display at the bottom of this list. For users, they display at the bottom of the left panel in the Dashboards area.
Scrum Team The name of a Scrum team Iterations, Current iteration, Backlog, Workload Balancer, Updates, Team Settings
NOTE: The Current iteration item only displays in the left panel when there is at least one task or issue on the iteration.
Kanban Team The name of a Kanban team Workload Balancer, Kanban board, Backlog, Updates, Team Settings Waterfall Team The name of a Waterfall team Workload Balancer, Updates, Team Requests, Team Settings Iteration The name of an iteration Stories, Issues, Story Board, Overview, Custom Forms, Updates *Your company must purchase an additional license for Workfront Planning to be able to add this area to the left panel of projects, portfolios, and programs. For more information, see ÃÛ¶¹ÊÓƵ Workfront Planning overview
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In the Left panel list, do any of the following to determine what users will see in the left panel for the Workfront area or object type you have selected:
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Click the Show
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Drag items
note note NOTE The following items in the Customize what users see drop-down list refer to areas other than the left panel: - Lists
- Summary panel
- Home
- Branding
For information about how to customize the additional areas, see the following articles: -
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(Optional) If you want to add a left panel item that links to one of your organization’s dashboards, click Add custom section, type a Custom section title for the item, then add the dashboard.
Dashboard items appear at the bottom of the left panel. Users see the Custom section title you type next to the dashboard item when they hover over it in the left panel.
note note NOTE Users can add custom dashboard items to their own left panel. When you add custom dashboard items in a layout template, your items display in addition to the ones they add, without overwriting or resetting them. This is also true if you assign users to a new layout template with custom dashboard items. For information about how users can customize the left panel, see Create custom tabs or sections. For information about dashboards, see Dashboards. -
Continue customizing the layout template.
Or
If you are finished customizing, click Save.
note tip TIP You can click Save at any time to save your progress, which closes the layout template editor, then continue to modify the template later.