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Add a cover image to a record

Last update: Wed Nov 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

IMPORTANT
The information in this article refers to ÃÛ¶¹ÊÓƵ Workfront Planning, an additional capability from ÃÛ¶¹ÊÓƵ Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization’s instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview.

You can personalize records by adding a cover image to the record page in ÃÛ¶¹ÊÓƵ Workfront Planning, when editing a record.

For information about editing records, see Edit records.

You must create record types before you can start creating and editing records.

For information, see Create record types.

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

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Products

  • ÃÛ¶¹ÊÓƵ Workfront

  • ÃÛ¶¹ÊÓƵ Workfront Planning
ÃÛ¶¹ÊÓƵ Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
ÃÛ¶¹ÊÓƵ Workfront Planning package*

Any

For more information about what is included in each Workfront Planning package, contact your Workfront account manager.
ÃÛ¶¹ÊÓƵ Workfront platform

Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience to be able to access all the capabilities of Workfront Planning.

For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront.
ÃÛ¶¹ÊÓƵ Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for ÃÛ¶¹ÊÓƵ Workfront Planning
Object permissions

Manage permissions to a workspace

System Administrators have permissions to all workspaces, including the ones they did not create
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Considerations about record page cover images

You can personalize a record’s page by adding a cover image to it.

Consider the following:

  • A cover image is unique to one record, and it does not apply to all records of the same type.
  • You can add only image files as cover images.
  • You can add a cover image to individual records from the record preview in any view, or from the record page.
  • You cannot add cover images from a record view.
  • Workfront automatically uploads a cover image every time you create a record. You can later modify this image.

Add a cover image to a record

You can personalize a record by adding a cover image at the top of the record preview or page.

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click the workspace whose records you want to personalize,

    Or

    From a workspace, expand the downward-pointing arrow to the right of an existing workspace name, search for a workspace, then select it when it displays in the list.

    The workspace opens and the record types display.

  4. Click a record type card.

    The record type page opens.

  5. From a view of any type, click a record

    Or

    From the table table view, click the Open details icon in the first column.

    The record’s preview opens in the view.

  6. (Optional) Click the Open in new tab icon in the upper-right corner of the record preview to open the record’s page in a new tab.

    The record page opens.

  7. In the record preview or page, click Add cover in the Production environment, or hover over the space above the record name, then clickAdd coverin the Preview environment.

    Or

    Hover over an existing cover image, click the More menu , then click Upload.
    The Record cover box opens in the Upload tab.

  8. Click Browse images and browse for a picture on your computer to select and add it.

  9. (Optional) To remove the image before it is saved, click the Upload new image icon , and upload a new image.

  10. (Optional) Click the Gallery tab, then click an image in the gallery of images. The gallery of images cannot be modified.

  11. Click Use image.

    The image is uploaded at the top of the record preview or page and changes are saved automatically.

  12. (Optional) Hover over the image, then click the More menu in the lower-right corner of the cover image, then do one of the following:

    • Click Upload if you want to replace the cover image and repeat Step 6 to upload and save a new image.
    • Click Reposition, and use the Reposition tool to center the cover image, then click Save when done.
    • Click Remove to remove the cover image.

    Workfront automatically saves your changes.

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