How do you create a frequently used links page in a project? | Community
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ChrisMc4
ChrisMc4
Level 2
October 27, 2020
Question

How do you create a frequently used links page in a project?

  • October 27, 2020
  • 2 replies
  • 1373 views

I have a Technology solution project that we are managing in Workfront. I would like to create a Section (left rail tab - or some other way) to give the project team a place to go to access frequently used links associated with this project.

I tried creating a custom form for adding links. That does work, but associates have to click thru the Project Details to get to the links. It would be nice if a links page could be accessed easily in a Section tab. Adding new Custom Sections are all Dashboards... this could work but how do I pare it down to the info of the links I need?

Thanks,

Chris

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    2 replies

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    October 27, 2020

    Hi Chris,

    One technique could be to:

    • Create a new Issue custom form called FAQ (e.g. with a custom checkbox called "FAQ" yes/no)
    • For each such FAQ, create an Issue, name it, check the FAQ box, and paste the relevant link in the URL of the Issue
    • Create an Issue report that retrieves the name and URL of all Issues with the FAQ set to yes
    • Drop that Issue report on a dashboard
    • On a Project (either ad hoc, or via Layout Templates), create a custom section (NWE) or custom tab (WF Classic) to that dashboard

    In this fashion, Workfront should then automatically restrict the report to only those Issues that pertain to the Project being currently viewed, resulting in a tailored list of "just" the FAQ links of interest to the user within that context.

    Regards,

    Doug

      ChrisMc4
      ChrisMc4Author
      Level 2
      October 28, 2020

      Doug,

      Thanks for the suggestion! I am a novice, so trying to follow and build a test version of what you suggest.

      Will your solution allow our Project Leaders to add/subtract links as the project progresses?

      The PLs may have new Links to add or old ones to remove as the project goes along.

      Do you have an example of this build already? Even a screen grab would help me follow.

      I built a custom form and we are just attaching it to projects as needed for now. See the attached images. 1 & 2 are the Custom form, 3 is what it looks like attached to the project.

      Ideally we would have a Section (custom) tab on the left that is for links and PLs would go there to add them and associates working on the project could access them there if needed.

      Thanks for your help!

      Chris

      ChrisMc4
      ChrisMc4Author
      Level 2
      October 28, 2020
      No text available
      KatherineLa
      Community Advisor
      KatherineLaCommunity Advisor
      Community Advisor
      October 27, 2020

      Hi Chris,

      Couple questions -

      1. Are the links something that are the same project to project, or different for each project?
      2. Are the links something that will be static at the beginning of a project, or added to over time?
      3. Do the project users need the ability to add to the list of links?
      4. Are you currently utilizing Programs/Portfolios at all?

      I can think of a couple ideas, but they each depend on those questions.

      Katherine

      ChrisMc4
      ChrisMc4Author
      Level 2
      October 27, 2020

      Katherine,

      Thanks for the response.

      1 - The links will not be the same from project to project. They may be various websites that are relevant to the project.

      2 - The links will be fluid - added and subtracted over time. For this project, we have vendors sites and Sharepoint sites to get to and they may change frequently

      3 - Yes, It would be nice for all people assigned to a project to be able to update the links as needed, but if it had to be just the Project Leaders that is ok too.

      4 - yes we are using Programs/Portfolios

      Thanks for your help and let me know if you have any other questions!

      Chris

      N
      NRYNR
      Level 10
      October 28, 2020

      Hey Chris,

      As Doug mentioned, the WFPro Navigation package includes a "custom link development" capability that I believe gives you exactly what you're looking for. It's nothing custom, just Workfront configured to accomplish what you're after.

      If you'd like a look under the hood, just reach out and I can jump on a GoToMeeting with you. You're also welcome to join our weekly WFPro call where you can get expert advice from other veteran administrators.

      Thanks,

      Narayan

      WFPro Decompression Session - This Friday at 3PM Eastern

      - https://www.gotomeet.me/wfpro

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