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Embedding External Web Pages into Dashboards

Workfront enables you to embed an external web page into a dashboard. The purpose of this functionality is to provide access to related information from other systems within the project, task, and other areas.

If your organization has a web-based document repository, wiki, or other content management system that contains project information that is regularly accessed, you can pull that information into Workfront by creating an External Page.

NOTE In order for a web page to be displayed in Workfront as described in this section, the web page you are referencing must allow embedding as an iframe. If the web page does not allow embedding as an iframe, it cannot be displayed in Workfront.

To embed an external web page:

  1. Locate the URL of the page to display in Workfront and copy the URL located in the address bar.
  2. In Workfront, navigate to Reporting in the Global Navigation Bar. 
  3. Click the Dashboard tab.
  4. Select the dashboard you want to embed the website page in, then click Edit in the Dashboard Actions drop-down menu.
    OR
    Click New Dashboard to create a new dashboard.
    Fore more information about creating a dashboard, see Creating Dashboards.

  5. Click the +Add External Page option.

  6. Input a name and a description to help you locate the page again later.
  7. Paste the URL you copied earlier into the URL field. Only https (encrypted) pages will load with the URL.

     

  8. Click Save
    The page is automatically added to the dashboard. If future dashboards are created, the external page can be added. The external page will be found among the Available Reports.