New Blog Post! Basic Utilizing Custom Tabs

[NicholeVargas]

Did You Know? Utilize Custom Tabs to Display Object-Specific Information

Did you know that you can get a high-level overview of a portfolio without having to click into each program, project, task or issue? Or that you can pull the custom form of a program into a custom tab on your project to avoid navigating back and forth?

By utilizing custom tabs, you can add dashboards to certain objects in Workfront, providing more visibility into the details of your workflow and fewer clicks . Workfront will automatically add this custom tab to every object of its type so there is less manual work for you. The object acts as a filter for the dashboard, so based on the object hierarchy, the results are filtered to the specific object you are viewing.

To see the list of objects you can add a custom tab to, or to understand the object hierarchy for automatic filtered results, click here .

Click in the full blog post here to walk through two examples! Nichole Vargas Customer Programs Specialist, Workfront

[Doug_Den_Hoed__AtAppStore]

Thanks Nicole, By coincidence, I was just explaining a Gotcha around this to one of my client teams: Custom Tabs allow you to add a Dashboard "in" a tab "under" a particular object type (e.g. Project, Task, Issue, etc.) When you add the Custom Tab, use the type ahead in the bottom box (first) to locate the Dashboard of interest Ideally, then copy/paste the name of that Dashboard into the top box (second) as the name of the Custom Tab GOTCHA: Technically, the Custom Tab (top box) can be named differently than the Dashboard (e.g. to shorten it) The latter can cause confusion (as was the case in our meeting) when Sally says "Bill, my custom tab is called Invoicing" and Bill says "Ehm...I can't find a dashboard called Invoicing (second box)". The SOLUTION is for Sally to look "just inside, at the top left" of her dashboard, and then say "Ah! Right, Bill: the dashboard is actually called Financial Reporting For Month End". Regards, Doug Doug Den Hoed - AtAppStore

[NicholeVargas]

@Doug Den Hoed - AtAppStore Thanks so much for sharing this, definitely something that we can all relate to! Nichole Vargas Workfront