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DocumentationWorkfrontWorkfront Guide

Edit a dashboard

Last update: Fri Oct 18 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The purpose of the dashboard is to provide quick access to information. You can populate a dashboard with the following items in ÃÛ¶¹ÊÓƵ Workfront:

After you create these items and you add them to a dashboard, you can edit the dashboard to add more items to it, remove existing items from it, or edit the dashboard information.

Any changes made to a dashboard will impact all users who have access to that dashboard.

When you share a dashboard with users, all the reports and external pages are also shared with the same users.

Access requirements

You must have the following:

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Plan
Access level configurations*

Edit access to Reports, Dashboards, and Calendars

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to the dashboard

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

You must create a dashboard before you can edit it.

For information on creating dashboards, see Create a dashboard.

Edit a dashboard

  1. Go to the dashboard that you want to edit.

  2. Click Dashboard Actions, then click Edit.

    note tip
    TIP
    To learn how to delete a dashboard, see Delete a dashboard.

  3. Consider editing the following fields:

    • Name: Edit the name of the dashboard.
    • Description: Specify a description for the dashboard.

  4. In the Available Reports & Calendars section, start typing the name of a report, calendar, or external page in the search bar, then drag and drop the report, calendar, or external page in the layout pane to the right.

    note note
    NOTE
    When searching for an item, the search returns any of the 2,000 most recently created reports. Report names that include unicode characters are not returned in search results. As a best practice, avoid including unicode characters when naming objects in Workfront by typing names rather than copying and pasting names from another source.

  5. (Optional) Select a new layout for the dashboard by clicking a radio button corresponding to the layout you want.

  6. (Optional) Mouse over the name of an existing report and click the trash can icon to remove it from the dashboard.

  7. (Optional) Change the order of the reports on the dashboard by clicking the name of a report, dragging it, and dropping it in the desired spot in the layout pane.

  8. (Optional) Click Add External Page to add an external page to the dashboard.
    Or
    Locate an existing external page in the dashboard, then mouse over it and click the Edit icon to edit the external page.
    For more information about adding or editing external pages in a dashboard, see Embed an external web page in a dashboard.

  9. Click Save + Close.

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