1.1.1 Getting started with Workfront Planning
1.1.1.1 CitiSignal Campaign Brief
To understand the context of CitiSignal and what they’re trying to achieve, download and read CitiSignal’s Campaign Brief here: CitiSignal-Fiber-Launch-Winter-2026.pdf.
1.1.1.2 Workfront Planning Terminology
The following are the main Workfront Planning objects and concepts:
You will now go hands-on and start creating some of these objects yourself.
1.1.1.3 Workspace, Record Type, Fields
Go to https://experience.adobe.com/. Click to open Workfront.
In Workfront, click to open the menu and then select Planning.
You should then see this. Click Create Workspace.
Click Use template for the template Basic Marketing Management.
A new workspace is now created. Before you continue, you need to change the name of the workspace. Click the 3 dots … and then select Edit.
Change the name to --aepUserLdap-- - Basic: Marketing Management. Click Save.
You should then have this.
1.1.1.4 Taxonomies: Record Type & Fields
Under Taxonomies, click + Add Record Type and then select Add manually.
You should then see the Add record type popup.
Update the following information on the Appearance tab:
- Replace Untitled record type by
Business Unit. - Description:
Defines which BU is leading campaign planning.. - Select a color and shape for the icon of your choice
Click Save.
Click to open the newly created Business Unit record type.
You’ll now see an empty table view, because your newly created record type doesn’t yet have any Business Unit records defined.
Click the dropdown button on the field Start Date and then select Delete.
Select Delete.
Click the dropdown button on the field End Date and then select Delete.
Select Delete.
Next, click the + icon to add a new field. Scroll down in the list of available field types and select People.
Set the Name of the field to Business Unit Lead and set the description of the field to Business Unit Lead responsible for budget and resources (VP, Head).
Click Save.
Click the 3 dots … on the first record and select View.
Set the Name to Consumer Services.
Set the Description to Handles residential offerings like mobile plans, internet packages, and customer support..
Set the Business Unit Lead to yourself.
Once done, click the arrow to go back to the previous screen.
Click the 3 dots … on the second record and select View.
Set the Name to Enterprise & Business Solutions
Set the Description to Provides connectivity, cloud, and managed services to corporate clients and government entities.
Set the Business Unit Lead to yourself.
Once done, click the arrow to go back to the previous screen.
Click the 3 dots … on the third record and select View.
Set the Name to Sales & Marketing
Set the Description to Drives customer acquisition, brand strategy, advertising, and market segmentation.
Set the Business Unit Lead to yourself.
Once done, click the arrow to go back to the previous screen.
You’ve now created a new record type, you both deleted and created fields and you created 3 Business Units. Go back to the Workspace overview screen by clicking the arrow in the top left corner.
You should then see this.
1.1.1.5 Operational Record Types: Fields
Click to open Campaigns.
Click the + icon to create a new field. Select New connection and then select Business Unit.
Leave the default settings in place. Click Create.
Select Skip.
Your new field is then shown in the table view.
1.1.1.6 Create a Request Form
On the Campaigns overview screen, click the 3 dots … and then select Create request form.
Change the name to Campaign Request Form. Click Create.
At this moment, it’s not required to make any changes to the form. You will use it without changes. First, click Save and then click Publish.
Click the arrow in the top left corner to go back to the Request Forms overview screen.
Click the arrow in the top left corner to go back to the Campaigns overview screen.
1.1.1.7 Submit a new record using the Request Form
On the Campaigns overview screen, click + New Record.
Select Submit a request and click Continue.
Set the Subject to --aepUserLdap-- - New Campaign Creation Request.
Set the Campaign name to --aepUserLdap-- - CitiSignal Fiber Launch.
Set the Campaign summary to:
The CitiSignal Fiber Launch campaign introduces CitiSignal’s flagship fiber internet service—CitiSignal Fiber Max—to key residential markets. This campaign is designed to build awareness, drive sign-ups, and establish CitiSignal as the go-to provider for ultra-fast, reliable, and future-ready internet. The campaign will highlight the product’s benefits for remote professionals, online gamers, and smart home families, using persona-driven messaging across digital and physical channels.
Fill in the other fields as you like.
Click Submit request.
Click X to close the popup.
You should then see the newly created campaign in the overview.
1.1.1.8 Create Portfolio & Custom Form
In the next step, you’ll create an automation that will take information from the campaign that you created in Workfront Planning and that will use that information in Workfront to create a program. Before you can create the automation, there are 2 things to configure in Workfront first: a portfolio and a custom form.
To create the portfolio, open the menu and click Portfolios.
Click + New Portfolio.
Set the name of the portfolio to --aepUserLdap-- - Marketing.
Next, open the menu and click Setup to create the custom form.
In the left menu, go to Custom Forms, to Forms and then click + New custom form.
Select Program and click Continue.
Change the name of the form to --aepUserLdap-- - Program Information.
Next, go to Field Library and search for budget. Drag and drop the existing field Budget onto the form.
Click Apply.
Your custom form configuration has now been saved.
1.1.1.8 Create an Automation
With the portfolio and the custom form created, you can now create the automation.
Click to open the menu and then select Planning.
Click to open the workspace you created before, which is named --aepUserLdap-- - Basic: Marketing Management.
Click to open Campaigns.
On the Campaigns overview screen, click the 3 dots … and then select Manage Automations.
Click New automation.
Set the name of the Automation to Campaign to Program.
Set the description to This automation will convert a Planning Campaign record to a Workfront Program.
Click Save.
Set the Action to Create program. Click + Add connected field.
Select the Program portfolio: --aepUserLdap-- - Marketing.
Select this Custom form: --aepUserLdap-- Program information.
Click Save.
You should then see this. Click the arrow to go back to the Campaigns overview screen.
Check the checkbox in front of the campaign that you created earlier. Then, click the Campaign to Program automation.
After a couple of seconds, you should see a confirmation that the automation finished successfully. This means that based on the Campaign object in Workfront Planning, a Program was created in Workfront.
To check the Program in Workfront, scroll to the right and click the program in the Connected Program column.
You should then see the program that was just created by the automation you configured.
Next Step: Summary & Benefits
Go Back to Introduction to Workfront Planning