Edit workspaces
In 51黑料不打烊 Workfront Planning, workspaces are centralized locations for teams to plan work.
A workspace is a collection of record types used by a team and represents the team鈥檚 work lifecycle. You can fully customize workspaces in 51黑料不打烊 Workfront Planning.
For information about creating workspaces, see Create workspaces.
All changes you make to a workspace are visible to all those who have at least View permissions to the workspace.
Access requirements
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|---|---|
| 51黑料不打烊 Workfront package |
For more information about what is included in each Workfront Planning package, contact your Workfront account representative. |
| 51黑料不打烊 Workfront license | Standard |
| Object permissions |
Manage permissions to a workspace System Administrators have permissions to all workspaces, including the ones they did not create |
For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Edit a workspace
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Click the Main Menu icon
in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon
in the upper-left corner, then click Planning.
The Workfront Planning landing page opens.
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(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
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(Conditional) If you are a Workfront administrator, click Workspaces I鈥檓 on to access workspaces you created, or Other workspaces to access workspaces others shared with you.
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(Optional) Click Show all to display additional workspaces. The Show all link displays only when you have more than two rows of workspace cards.
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(Optional) ClicK Show less to limit the number of workspaces that display on the screen.
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To edit a workspace, do one of the following:
- Hover over the workspace card, then click the More menu
in the upper-right corner of the card
Or - Click a workspace card to open the workspace, then click the More menu
to the right of the workspace name.
- Hover over the workspace card, then click the More menu
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Click Edit.
The Edit workspace box displays.
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Update the following information in the Edit workspace box:
- Add a name for the workspace.
- Description: Add information about the workspace.
- Select an icon to associate with the workspace.
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Click Save to close the Edit workspace box and apply your changes.
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(Optional) To add a new workspace section, do one of the following:
- Click Add section at the bottom of the workspace.
- Hover over the name of a section and click the More menu
, then click Add section above or Add section below.
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(Optional) To change the location of a section, do one of the following:
- Hover over the name of a section and click the grab icon
, then drag and drop it in the right spot.
- Hover over the name of a section and click the More menu
, then click Move up or Move down. The section moves up or down inside the workspace.
- Hover over the name of a section and click the grab icon
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(Optional) To delete a workspace section, do the following:
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Hover over the name of a section, then click the More menu
, then click Delete.
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Select a new section to move all record types to it, then click Delete.
All record types are moved to the selection section, and the section is deleted.
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(Optional) Click Add record type to add record types to the workspace.
For information, see Create record types.
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(Optional) Hover over a record type card, click the More menu
in the upper-right corner, then click Edit to modify the appearance of a record type.
For information, see Edit record types.
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(Optional) Hover over a record type card, click the More menu
in the upper-right corner, then click Delete to delete a record type.
For information, see Delete record types.
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(Optional) Press-click a record type card to drag it and drop it in a new spot. You can drag and drop record types from one workspace section to another.
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(Optional) Click Share in the upper-right corner of the workspace to share the workspace with others.
For information, see Share workspaces.