Find and create layout templates
In this video, you will learn:
- Find layout templates in the Setup area
- Start creating layout templates in Workfront.
Hey, everyone. In this video, we鈥檙e going to show you how to find a layout template in the Setup area, and how to create a layout template in Workfront.
So to find a layout template in Workfront, what we鈥檙e going to do is go to the main menu here on the top right.
Go to Setup.
And here鈥檚 where the Setup area is and you鈥檒l see the list over here on the left-hand side. You鈥檙e going to scroll down till you get to the interface section.
And once you click Interface, you鈥檒l see in the submenu an option for Layout Templates. Now, just as a side note, when you click on this, you may see a list of layout templates already created. I would recommend taking a look at what鈥檚 there and who they鈥檙e assigned to before creating more layout templates in the system because you may already have what you need. But if there aren鈥檛 any there, or if you don鈥檛 find what you need, then go ahead and create a new layout template by clicking that button here that says New Layout Template. And once you鈥檙e taken to the creation screen, you simply need to do one thing in order to save a template. You need to give it a name. So here on the top left where it says Layout template name, I鈥檓 going to call this the Marketing Content Team Layout.
Now, one more thing, I usually do like to add a description. Here鈥檚 why. With the combination of the title and the description, not only does it help you and other admins, but those who can manage layout templates know who the layout template was built for and potentially why it was built. So I鈥檓 going to add just a short description here.
Okay, now we just click away.
At this point, we can hit the Create button down here at the bottom left.
And that鈥檚 it. We now have a layout template created within Workfront. -