Create dashboards
The video covers the following key points:
- Introduction to Dashboards: Explains what a dashboard is in Workfront and its purpose as a collection of related reports. 鈥
- Creating a Dashboard: Guides on how to create a new dashboard by navigating to the Dashboards area, selecting 鈥淣ew Dashboard,鈥 naming it, and choosing a layout. 鈥
- Adding Reports: Demonstrates how to add various reports to the dashboard, such as project reports, task reports, and issue reports, and arranging them within the chosen layout. 鈥
- Customizing Views: Shows how to customize which columns are displayed in the dashboard view by editing the report and selecting specific columns to show. 鈥
- Adding Additional Elements: Explains how to add a custom calendar and an external page (e.g., an online document) to the dashboard. 鈥
- Saving and Pinning: Instructs on saving the dashboard and pinning it for easy access. 鈥
- Viewing and Editing: Provides tips on viewing and editing the dashboard, including adjusting column visibility for better display. 鈥
- Finding and Sharing Dashboards: Describes how to find dashboards via the main menu, add them to favorites, and share them with other users. 鈥
- Printing Dashboards: Explains the process of printing a dashboard. 鈥
鈥淐reate dashboard鈥 activities
Activity 1: Create a dashboard
Create a dashboard with only one report in it鈥斺淪earch Notes in This Project.鈥 This is useful for quickly finding any update made on a project, even if there are thousands of updates to search through. This will search into update threads to quickly extract any updates that meet the criteria you specify in the prompts.
Create this report by making a copy of the 鈥淪earch Notes鈥 report you created in the 鈥淐reate a note report鈥 activity (or use another report if you didn鈥檛 do that activity).
- Remove the Project Name prompt from the copy and rename the report 鈥淪earch Notes in This Project.鈥
- Name the Dashboard 鈥淪earch Notes.鈥
- Go to any project landing page and create a custom section for a dashboard.
- Note that when you search for notes in your custom section it will only show notes contained within the project you鈥檙e currently in.
Answer 1
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Run the report you created in the 鈥淐reate a note report鈥 activity.
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Click Report Actions and select Copy. Workfront creates a new report named 鈥淣ote Search (Copy).鈥
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Go to Report Actions and select Edit. Click Report Settings and change the name to 鈥淪earch Notes in This Project.鈥
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Click Report Prompts and delete the Project > Name prompt from the list.
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Check the Show Prompts in Dashboard box.
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Click Done, then Save + Close. You now are looking at the Prompts screen of the report.
Next you鈥檙e going to use a shortcut to create a new dashboard and add this report to it.
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Click Report Actions and select Add to Dashboard > New Dashboard.
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Drag the report 鈥淪earch Notes in This Project鈥 to the Layout panel.
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Notice that the name of the report becomes the name of the dashboard. Edit the name to just 鈥淪earch Notes.鈥
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Click Save + Close.
Now add the dashboard to a project page.
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Go to any project. From the left panel menu, click the Add custom section icon.
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In the Add a Dashboard field, type 鈥淪earch Notes鈥 and select the dashboard from the list.
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In the Custom section title field, type in 鈥淪earch Notes.鈥
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Click Add new section.
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From the left panel menu, find Search Notes. Click the dots to the left of the section name and drag it right below Updates.