Left navigation in Adobe Workfront
Most areas and objects in WF use a simple navigation panel on the left side of the screen. The following are benefits of left panel navigation:
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It allows better management of screen space.
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Your Workfront administrator can hide any section in the left panel except for the object’s details using layout templates.
For information about using layout templates, see the article Create and manage layout templates.
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You can easily change the order of the sections in the left navigation without opening additional screens by dragging and dropping them in the order that you desire.
For more information, see the following section in this article: Use the left navigation panel.
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You can customize the left panel by adding a dashboard.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan or license type you have, contact your Workfront administrator.
Default sections in the left navigation panel
You can access more information about objects or areas from the left panel for various objects or areas in Adobe Workfront.
Depending on the object or the area you’ve navigated to, the sections that appear in the left panel are different.
The left panel is available for the following objects:
- Project
- Task
- Issue
- Portfolio
- Program
- Template
- Template Task
- Iteration
- User
- Team
- Group
- Goal
For information about how a Workfront administrator customizes the left panel in a layout template, see Customize the left panel using a layout template.
The left panel is available for the following areas:
Default sections in the Dashboards area
The following sections display in the left panel for the Dashboards area:
To learn how to use the left panel in the Dashboards area, see the section Use the left navigation panel in this article.
Default sections in the Requests area
To learn how to use the left panel in the Requests area, see the section Use the left navigation panel in this article.
Default sections in the Resourcing area
The following sections display in the left panel for the Resourcing area:
To learn how to use the left panel in the Resourcing area, see the section Use the left navigation panel in this article.
Default sections in the Projects area
The following sections display in the left panel for the Projects area:
To learn how to use the left panel in the Projects area, see the section Use the left navigation panel in this article.
Default sections in the Timesheets area
The following sections display in the left panel for the Timesheets area:
To learn how to use the left panel in the Timesheets area, see the section Use the left navigation panel in this article.
Default sections in the Goals area
The following sections display in the left panel for the Goals area:
To learn how to use the left panel in the Goals area, see the section Use the left navigation panel in this article.
Use the left navigation panel
Finding and editing information in the left panel is similar for these objects. The options available in the left panel are different depending on what object you access.
To learn what sections are available for specific areas, see Default sections in the left navigation panel.
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Click the Main menu icon , then click the name of an object to access it.
The object page displays.
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(Conditional) If you selected an area that contains a list of objects—such as Projects or Portfolios—you must do the following to access the left panel navigation:
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Click an object in the list.
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(Optional) In the left panel navigation, you can select another object—such as Tasks or Issues within a project—in the left panel to access a list of objects, then click the name of the specific object.\
The object page displays.
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From the object page, click any of the sections in the left panel to view or edit the information in that section.
You must have permissions to edit the object before you can edit the information.
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(Optional) Click Show More at the bottom of the left panel to display more sections.
note note NOTE This option is not available if all sections display in the left panel by default. -
(Optional) To add a dashboard quick link, click Add Dashboard at the bottom of the left panel, then do the following:
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Type a name for the dashboard in the Quick link name field.
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Start typing the name of an existing dashboard in the Choose a Dashboard field, then click the dashboard when it displays in the list.
note tip TIP You must build the dashboard before it appears in the list. -
Click Add.
The dashboard link appears at the bottom of the left panel.
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(Optional) To change the order of a section in the left panel, click the Drag icon to the right of a section and drag it up or down.
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(Optional) To close the left panel, click the Collapse icon .
note note NOTE When you collapse the left panel, Workfront retains your preference even when you navigate to another Workfront object. To expand the left panel again, click the Expand icon .