Creating Dashboards


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

After you create these items you can add them to a dashboard.

You can customize the tabs of any area, or of any Workfront object by adding a custom dashboard to their layout. 

You can share a dashboard with users in the following ways:

When you share a dashboard with users, all the reports, calendars, and external pages that are on the dashboard are also shared with the same users, by default. 

To create a dashboard:

  1. Navigate to the reporting area. 
  2. Select the Dashboards tab.
  3. Click New Dashboard.
    The New Dashboard dialog box is displayed.
  4. Specify the following:
    • Name: this is the name of your dashboard.
      If you do not specify a name, the name of the first report on the dashboard becomes the name of the dashboard, by default. 
    • (Optional) Description: this is a description of your dashboard. 
  5. Select a layout by selecting the radio button corresponding to it. The single-column layout is the default.
  6. Add existing reports, calendars, or external pages by searching for them in the Search by name or type ... field, then dragging them to the layout pane, when they appear in the list. 
    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. 
  7. (Optional) Click Add External Page to add an External Page to the dashboard.  
    For more information about creating external pages and imbedding them into dashboards, see "Embedding External Web Pages to Dashboards."
  8. Click Save + Close.
    A timestamp is displayed in the upper-right corner of the dashboard. The timestamp includes the date, time, and time zone when the dashboard was last refreshed.

***Linked to Embedding External Web Pages to Dashboards. 

This article last updated on 2017-12-05 18:42:24 UTC