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Creating Custom Tabs

Understanding Workfront Tabs

The information you see in the Workfront web application is often displayed in tabs by default. Each tab contains different information about a Workfront area or object.
For more information about the default tabs of Workfront, see "Understanding Default Layouts."

In addition to the tabs that come with Workfront by default, you can create custom tabs on which you can display information relevant to your workflow. You cannot add custom tabs to all areas and objects. 

The following table lists all the Workfront areas and objects that contain tabs and which of them can be customized: 

Workfront Area or Object Default System Tabs Custom Tabs
Projects
Reporting
People  
Requests
Timesheet  
Portfolios
Programs
Projects
Tasks  ✓
Issues  ✓  ✓
Users  ✓  ✓
Documents  ✓  

Adding a Custom Tab to a Workfront Area or Object

Before you can create a custom tab, you must build a dashboard with all the information you want to display on the tab. You may also build an external page.
For more information about building dashboards, see "Creating Dashboards."
For more information about building external pages, see "Embedding External Pages into Dashboards."

After you build the dashboard or the external page, you can add them to the custom tab.

To add a custom tab: 

  1. Navigate to one of the Workfront areas where you can add a custom tab.
    Or
  2. Navigate to an object where you can add a custom tab.
    For more information about what on areas and objects you can add custom tabs, see "Understanding Workfront Tabs."
  3. Click More, then Customize Tabs.
  4. Click Add Custom Tab.
    customize_tabs.png
  5. Specify the name of the tab in the Tab Label field. This is visible only to you. 
  6. In the Add a Dashboard or External Page field, start typing the name of the dashboard or external page you want to add and click it when it appears in the list. 
  7. Click Add Tab
  8. (Optional) Drag and drop the tabs in the order in which you would like to display them. 
    You can only display six tabs at a time in one area or within one object. 
    If you have more than six tabs, the rest of the tabs are listed under the More drop-down menu. 
    The far left tab is the default tab for the page.
  9. Click Save Changes.
    The tabs you created for objects display when you access all objects of the same type and are available only to you. 

Displaying Custom Tabs under an Object

For more information about adding a custom tab under an object, see "Adding a Custom Tab to a Workfront Area or Object."

When you add a dashboard to a custom tab under an object, the object acts as a filter for the dashboard. For example, if you add a task report on a dashboard and you add the dashboard to a project, the custom tab displays only tasks on the project you are viewing. 

The following objects are filtered for the object under which they display, if that object is higher in hierarchy then them:

  • Projects
  • Tasks
  • Issues
  • Approval Processes
  • Notes
  • Documents

For more information about the hierarchy and interdependency of objects, see the "Understanding the Hierarchy and Interdependency of Objects" section in "Understanding Objects."

Customizing Tabs in a Layout Template

When you add custom tabs to your Workfront instance, the tabs are only visible to you. 

You can customize the tabs in Workfront and share the new layout with several users by using Layout Templates. Only a system or a group administrator can customize tabs and share them with other users by using Layout Templates. 

For more information about customizing tabs using a Layout Template, see the "Customizing Tabs" section in "Creating and Managing Layout Templates."

This article last updated on 2018-03-09 21:47:45 UTC