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Create a basic view

Last update: Tue Jan 09 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • User

In this video, you will learn:

  • What a view is in Workfront
  • How to create and modify a view
  • How to share a view with other Workfront users

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Activity 1: Create a task status view

As a project manager, team lead, or resource manager, you want to keep track of how task work is progressing. With this view, you get several status indicators of a task all in one row of the list or report.

Create a task view named 鈥淭ask Status View鈥 with the following columns:

  • Task Name
  • Assignments
  • Duration
  • Percent Complete
  • Status
  • Progress Status
  • Status Icons

Activity 1 Answer

An image of the screen to create a task status view

  1. In a task list report, go to the View drop-down menu and select New View.
  2. Name your view 鈥淭ask Status View.鈥
  3. Remove these columns: Pln Hrs, Predecessors, Start On, and Due On.
  4. Click Add Column.
  5. In the Show in this column field, type 鈥渟tatus鈥 then select 鈥淪tatus鈥 under the Task field source.
  6. Click Add Column again.
  7. In the Show in this column field, type 鈥渟tatus鈥 then select 鈥淧rogress Status鈥 under the Task field source.
  8. Click Add Column again.
  9. In the Show in this column field, type 鈥渟tatus鈥 then select 鈥淪tatus Icons鈥 under the Task field source.
  10. Click Save.

Hover over each of the icons in the Status Icons column to see what they represent. If they are grayed out, it means the task has no notes, documents, approval processes, etc. If an icon appears in color, there is at least one of that item associated with the task. You can click on the note or document icons to go to that item.

Activity 2: Create a milestone view

If you use milestones, this view is the easiest way to see milestones by name and add or edit them using in-line edit.

Create a task view named 鈥淢ilestone View鈥 with the following columns:

  • Task Name
  • Assignments
  • Duration
  • Pln Hrs
  • Milestone: Name
  • Start On
  • Due On
  • Percent Complete

Activity 2 Answer

An image of the screen to create a milestone view

  1. In a project task list, go to the View drop-down menu and select New View.
  2. Name your view 鈥淢ilestone View.鈥
  3. Click on the Predecessors column to select it.
  4. In the Show in this column field, click on the X icon in the Task >> Predecessors field, then type 鈥渕ilestone name鈥 and click on 鈥淣ame鈥 in the list.
  5. Click Save.

An image of a task list using a milestone view

Activity 3: Create a duration types and task constraints view

This view will allow you to examine and edit all the durations types and task constraints in your project.

Create a task view named 鈥淒uration types and task constraints view鈥 with the following columns:

  • Task Name
  • Assignments
  • Duration
  • Planned Duration
  • Pln Hrs
  • Predecessors
  • Start On
  • Due On
  • Duration Type
  • Task Constraint
  • Constraint Date

Change the Field Format on the Start On and Due On columns to display both the date and the time.

Activity 3 Answer

An image of the screen showing the duration types and task constraints view

  1. In a project task list, go to the View drop-down menu and select New View.
  2. Name your view 鈥淒uration types and task constraints view.鈥
  3. Remove the % Complete column.
  4. Click Add Column.
  5. In the Show in this column field, type 鈥渄uration鈥 then select 鈥淧lanned Duration鈥 under the Task field source.
  6. Move this column between the Duration and the Pln Hrs columns.
  7. Click Add Column again.
  8. In the Show in this column field, type 鈥渄uration type鈥 then select 鈥淒uration Type鈥 under the Task field source.
  9. Click Add Column again.
  10. In the Show in this column field, type 鈥渃onstraint鈥 then select 鈥淭ask Constraint鈥 under the Task field source.
  11. Click Add Column again.
  12. In the Show in this column field, type 鈥渃onstraint鈥 then select 鈥淐onstraint Date鈥 under the Task field source.
  13. Select the Start On column, then click on Advanced Options.
  14. Under the Field Format drop down select 鈥10/17/60 3:00 AM鈥.
  15. Select the Due On column, then click on Advanced Options.
  16. Under the Field Format drop down select 鈥10/17/60 3:00 AM鈥.
  17. Click Save.

Activity 4: Create a project template active status view

Anyone who manages project templates will appreciate seeing the active status (True or False) of each template in a list. Even better - the field is in-line editable!

Create a project template view named 鈥淪tandard+active status鈥 with the following columns:

  • Name
  • Owner
  • Duration
  • Planned Hours
  • Planned Cost
  • Flags
  • Group Name
  • Is Active

Activity 4 Answer

An image of the screen to showing a project template active status view

  1. In a project template list, go to the View drop-down menu and select New View.
  2. Name your view 鈥淪tandard+active status.鈥
  3. Click Add Column.
  4. In the Show in this column field, type "is " then select 鈥淚s Active鈥 under the Template field source.
  5. Click Save View.
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