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JohnHi3
Level 2
April 13, 2023
New

Custom dashboards on different project templates

  • April 13, 2023
  • 3 replies
  • 565 views

We would like the ability to display specific dashboards at the project template level.  Our projects are at the individual deliverable level (i.e. an individual print piece, email, web page etc.), and we have templates for the different medium types.  We would like to be able to add custom dashboards that provides specific information for that particular medium type.  So for the print template, we have the print dashboard, for the email template, the email dashboard, and so on.  The source information for the dashboards will be from the project details, but the dashboard/reporting will allow us to highlight specific information.

    3 replies

    RandyRoberts
    Community Advisor
    RandyRobertsCommunity Advisor
    Community Advisor
    April 13, 2023

    This is a good use case for the dashboards that can be added to the left hand navigation on a project. They can be added at the Layout level. You can have one that covers all deliverable types or have individual dashboards for each type. The user just clicks on the appropriate one.

    J
    JohnHi3Author
    Level 2
    April 13, 2023

    Yes, we've considered that, but we are hoping workfront can make it at the template level instead.  This way anyone, regardless of layout template, will see the appropriate dashboard for that particular project.

    J
    Jeremy_Berquest
    Level 2
    March 10, 2025

    We use reports for risk tracking and change management, but these reports aren't always applicable to every project in WorkFront. We would benefit from the ability to dynamically change the project's dashboards depending on use case.

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