Built-in Status Icons in Views
You can add the built-in Status Icons field as a column in your views to enhance visibility into key points about your objects. Using Status Icons, you can see at a glance when the following conditions exist:
- An object has documents attached
- An object is associated with an approval process
- An object has additional notes associated with it
- An expense is billable or reimbursable
- A task is on a critical path
- A user belongs to a company, a team, or is personally located in a different time zone
Consider the following:
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Most of the indicators in the Status Icons field are quick links to the actual object or area of the object that they represent.
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If any of the items represented by the icons are missing from the object, the icon representing the missing item appears dimmed in the Status Icons column instead of a colored image.
For more information, see the Overview of Status Icons and Flags section in this article.
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In some views, the Status Icons field is named Flags or View Icons.
You cannot customize the look and feel of the icons that are included in the Status Icons field. -
You cannot edit the number of icons in the Status Icons field.
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 3-row-2 layout-auto html-authored no-header | |
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ÃÛ¶¹ÊÓƵ Workfront plan* | Any |
ÃÛ¶¹ÊÓƵ Workfront license* |
New:
Current:
|
Access level configurations* |
Edit access to Filters, Views, Groupings Edit access to Reports, Dashboards, Calendars to add columns to a report |
Object permissions |
Manage permissions to an existing view Manage permissions to a report to add columns to it |
*For information, see Access requirements in Workfront documentation.
Add the Status Icons field to a view
Some built-in views and reports already have the Status Icons field included.
You cannot add the Status Icons field to all views.
To add the Status Icons field to a custom view that you build from scratch:
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Go to a list of any of the following objects:
- Tasks
- Issues
- Projects
- Template Tasks
- Templates
- Expenses
- Documents
- Users
Only these objects have the Status Icons field available.
For information on object lists, see Get started with lists in ÃÛ¶¹ÊÓƵ Workfront.
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From the View drop-down menu, select New View.
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Click Add Column.
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In the Show in this column box, start typing any of the following field names, then select it when it appears in the list:
- Status Icons
- Flags
- *View Icons *(only in Document views).
The built-in icons are listed under any of these names.
A Template view contains both the Status Icons and the Flags fields. In this case, the two columns contain identical icons.
Document views contain a View Icons field. -
Click Save View.
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(Optional) Specify a new name for your view, then click Save View.
This adds the Status Icons column to your View. -
(Optional) Mouse over an icon to understand what it represents.
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(Optional) Click an icon to go to the area of the object represented by it.
Not all icons are links to objects.
For a complete list of attributes for each icon, see the Overview of Status Icons and Flags section.
Overview of Status Icons and Flags overview-of-status-icons-and-flags
The following table lists all the Status Icons available in Workfront, the type of objects that can be associated with them, as well as what happens when you click them.
You must have permissions to at least View the objects in order to be able to click some of the following icons and access those objects.
or
or
For information about project Condition, see Overview of Project Condition and Condition Type.
Tasks
Issues
Templates
Template Tasks
Tasks
Issues
Templates
Template Tasks
Tasks
Tasks
Issues
Templates
Template Tasks
Projects
Tasks
Indicates that the Progress Status of a task is one of the following:
- On Time (green square)
- Late (red circle)
- At Risk (blue diamond)
- Behind (yellow triangle)
For information about the Progress Status of tasks, see Task Progress Status overview.
For information about tasks on a Critical Path of the project, see Overview of the project Critical Path.
For information about milestones, see Create a milestone path.
For information about resolving objects, see Overview of Resolving and Resolvable Objects.
For information about expenses, see Manage project expenses.
For information about expenses, see Manage project expenses.
For information about expenses, see Manage project expenses.