Create campaigns

NOTE

The information in this article is available only in the Preview environment when you participate in the Campaigns beta program. The functionality described here might not be fully available yet. For more information about current available features and how to enroll, see Campaigns beta.

A campaign is a new object in Adobe Workfront that allows you to organize work across multiple projects. A campaign is a larger work object than projects, similar but not identical to portfolios or programs. A campaign can be associated with multiple projects that may or may not belong to different portfolios or programs.

Access requirements

You must have the following access to perform the steps in this article:

Requirements
Adobe Workfront plan* Any
Adobe Workfront license* Request or higher

*To find out what plan or license type you have, contact your Workfront administrator.

For information about modifying access levels, see Create or modify custom access levels

Prerequisites

Before you begin, you must have the following:

  • A System or Group administrator must add the Campaigns area to the layout template associated with you.

Create a campaign

  1. Click the Main Menu icon in the upper-right corner of Workfront, then click Campaigns.

    A list of all campaigns in the system displays.

  2. Click New Campaign.

  3. Update the name of the campaign by inline editing it in the header. By default, the campaign’s name is Untitled Campaign.

  4. (Optional) Update the Campaign Owner in the header of the new campaign. As the creator of the campaign, you are designated as the owner of the campaign.

  5. (Optional) Click Campaign Details in the left panel and update or review the following fields:

    • Description: Add additional information about the campaign.
    • Campaign Owner: By default, the campaign owner is the user who created the campaign. When you replace the original owner of the campaign with another user, the user you specify is automatically given permissions to edit the campaign. The user who is designated as the Campaign Owner must be a Workfront active user.
    • Entry Date: This is the date when the campaign was created. You cannot edit the Entry Date.
    • Last Updated By: This is the name of the user who updated the campaign last. You cannot edit the Last Updated By field.
    • Entered By: This is the name of the user who created the campaign. You cannot edit the Entered By field.

  6. Click Save Changes.

    A new campaign is created and everyone who has the Campaigns area available in their Main Menu can view it.

  7. (Optional) Associate other objects with the campaign. For more information, see Add objects to a campaign.

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