Create and manage layout templates

Last update: Tue Jan 02 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
System Setup and Administration

CREATED FOR:

Admin

As an Adobe Workfront administrator or a group administrator, you can create and modify layout templates to customize the following layout elements in Workfront for your users:

Main Menu
Left navigation panel
Home area
Views, filters, and groupings people use with lists and reports.
On-screen terminology
Project, task, and issue headers

After you create or modify a layout template, you can assign it to individual users, teams, groups, or job roles.

Every user’s default Workfront layout depends on their access level and license type. For example, some users might not see some areas in the Main Menu. For more information, see About the default Adobe Workfront layout.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan

Any

Adobe Workfront license

New: Standard

Current: Plan

Access level configurations

To perform these steps at the system level, you need the System Administrator access level.

To perform them for a group, you must be a manager of that group.

NOTE:

If you don't have access, ask your Workfront administrator if they set additional restrictions in your access level.

For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Considerations for creating and managing layout templates

Users can customize a few areas of their own layout. When you change a layout template, your changes merge with any customizations they have made, without overwriting or resetting them. This is also true if you assign users to a new layout template.
Group administrators and users with a Plan license who can edit other users can add system-level and group-level layout templates to the users they can manage when editing their profile.
Group administrators cannot assign layout templates to job roles or teams.

For more information about layout templates, see Layout templates.

Create or modify a layout template

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
In the left panel, click Interface > Layout Templates.
Click New Layout Template.

Or

Click the name of the layout template you want to modify.
If you are creating a new layout template, type a Layout template name and (optional) a Description for it.
Customize areas of the user interface, as described in the following articles:
Continue to test your layout template and make it available to users, as described in the articles below:

TIP

You can also create a layout template by copying it and changing the copy. For more information, see Copy a layout template.

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