Edit 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.

You can edit information about a campaign after it is created.

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.

For information about creating campaigns, see Create campaigns.

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.

  • You are the owner of the campaign

    Or

    You are a System Administrator.

NOTE

Only a system administrator can edit a campaign that has no owner.

Edit 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. (Optional) Click the search icon to quickly search for a campaign using a keyword.

  3. Select a campaign, then click the Edit icon at the top of the list

    Or

    Click the name of a campaign to open it, then click More > Edit.

    TIP

    To edit limited information about the campaign, click Campaign Details and update any of the available fields. To update all information about a campaign, continue to follow these instructions.

  4. Update or review information in the following areas:

Campaign Name

  1. Begin editing your campaign as described above.
  2. Click Campaign Name in the left panel.
  3. Update the name of the campaign.
  4. Click Save.

Overview

  1. Begin editing your campaign as described above.

  2. Click Overview in the left panel.

  3. Update or review the following information:

    • 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.
    TIP

    You can update the Campaign Owner in the campaign header.

    • Entry Date: This is the date when the campaign was created. You cannot edit the Entry Date.
    • Entered By: This is the name of the user who created the campaign. You cannot edit the Entered By field.
    • Last Update Date: This is the date when the campaign was last updated. You cannot edit the Last Update Date.
    • Last Updated By: This is the name of the user who updated the campaign last. You cannot edit the Last Updated By field.
  4. Click Save.

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