Create a workspace

Transcript

One of the most appealing aspects of the Workfront Planning tool is its flexibility, as it doesn’t impose any predetermined objects, relationships, hierarchies, or terminology. This allows you to categorize your work and information in a way that’s most meaningful to you and your organization. It all begins with creating a workspace. So what is a workspace? At its simplest definition, a workspace is a collection of objects, created by you, known as record types. For example, the Content Marketing department receives work orders that, after review, are converted into content initiatives that have specific deliverables. If Content Marketing has its own workspace, it could be titled Content Marketing and have record types in the workspace called Work Orders, Content Initiatives, and Deliverables, among others. Because a workspace represents a life cycle of work and its processes, you can create multiple depending on the needs in your organization. For example, you could have one marketing workspace that everyone uses, if uniformity is needed. Or, you could have workspaces based on each marketing area or team. This second option may be useful if terminology, objects, and processes are all different. Now as a note, although there are no limitations to the number of workspaces you can create, it’s recommended you create as few as possible for management and maintenance purposes. So, let’s go ahead and create a workspace in the Planning tool. From the Planning landing page, click Create Workspace. From the creation window that appears, you have the options to either create a workspace from scratch, or use one of the available templates. The templates give you a head start by providing initial record types. By clicking Preview, you can see the record types included in the workspace template, as well as the fields associated with those record types. If you find that a template has the initial record types you use for your organization, you can click Use Template to create your workspace. In this example, we’re going to create a workspace from scratch. So, back in the Create Workspace window, click New Workspace. Now, give the workspace a name. You can name the workspace whatever you’d like. However, it’s recommended that the name be relevant to the people using the workspace, perhaps the team or department. At this point, you’re ready to customize your workspace by adding record types and fields to fit your team’s needs and streamline your marketing processes.