Configuring a Profile Group - Configuring a Profile Group - After you log on to Hyland for Workday, you can view a Custom Task on the Personal Dashboard page of a worker or an employee's profile. The Custom Task is displayed under Personal on the Personal Dashboard page for a worker or an employee. To do so, you must configure a profile group. - Content Innovation Cloud - Hyland for Workday - Current/Hyland-for-Workday/bjj1723652577749 - Current - Current

Hyland for Workday

Platform
Content Innovation Cloud
Product
Hyland for Workday
Release
Current
License
ft:lastPublication
2026-10-12T22:09:45.336544
ft:locale
en-US

After you log on to Hyland for Workday, you can view a Custom Task on the Personal Dashboard page of a worker or an employee's profile. The Custom Task is displayed under Personal on the Personal Dashboard page for a worker or an employee. To do so, you must configure a profile group.

To configure a profile group:

  1. Log in to the Workday Tenant with your credentials.
    The Home page is displayed.
  2. In the search box, enter Configure Profile Group and press Enter.
    The Tasks and Reports page is displayed.
  3. From the Tasks and Reports page, click Configure Profile Group.
    The Configure Profile Group dialog box is displayed.
  4. In the Profile Group drop-down list, select Personal for Worker Profile and then click OK.
    The Configure Profile Group: Personal for Worker Profile page is displayed.
  5. Select Display in Profile.
  6. Under the first column, click the Add Row icon.
    A new row is added under the Report column.
  7. To select a task, click the white space under the Order column next to the task.
    The selected task or row color changes.
  8. Under the Order column, click the up and down arrows to select the position of the task.

    The order you create here will determine where a task is displayed under Personal on the Personal Dashboard page.

  9. Click OK.