Create workspaces
The information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
In Adobe Workfront Planning, workspaces are centralized locations for teams to plan work.
A workspace is a collection of record types used by a team and represents the team’s work lifecycle. You can fully customize workspaces in Adobe Workfront Planning.
For general information about workspaces, see Workspaces overview.
Access requirements
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|---|---|
| Adobe Workfront package |
Any Workfront or Workflow package Any Workfront Planning package A Workfront Planning Prime or higher package to create multiple workspaces at a time For more information about what is included in each Workfront Planning package, contact your Workfront account representative. |
| Adobe Workfront license |
Standard System Administrator to create multiple workspaces at one time using the best-practice template bundle |
| Object permissions |
Manage permissions to a workspace System Administrators have permissions to all workspaces, including the ones they did not create |
For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Create a workspace
You can create a workspace and add record types to it to organize your objects in Workfront Planning.
For more information about editing a workspace, see Edit workspaces.
You can create workspaces in the following ways:
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Create one workspace from scratch or from a template
For information, see the section Create a workspace from scratch or from a template in this article.
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Create one workspace using the AI-powered Planning Designer. This feature is currently available only to a limited number of customers in a Beta program.
For information, see Get started with the Adobe Workfront Planning Designer.
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Create multiple workspaces using a best-practice multi-workspace template bundle
For information, see the section Create multiple workspaces using a best-practice multi-workspace template bundle in this article
note tip TIP You can create multiple workspaces at one time only when you use the best-practice template bundle.
Create a workspace from scratch or from a template
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
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Click Create workspace
The Create workspace box displays. You can create a workspace from scratch or create it using one of the available templates.
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(Optional and conditional) Click Preview inside any of the following predefined workspace templates:
- Basic: Marketing Management
- Advanced: Marketing Management
- Enterprise: Marketing Management
- Sales management
- Product management
The template preview box opens.
There is an indication of what operational record types, taxonomies and how many fields are associated with each template.
For information about Workfront Planning workspace templates, see List of workspace templates.
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From the template preview box, click Use template to start creating the workspace from the selected template
Or
Click Back, then click New workspace to create a workspace from scratch.
One for the following types of workspaces is created:
- An empty workspace named Untitled Workspace where you can start adding record types manually, when you create a workspace from scratch.
- A workspace named after the template you selected that is populated with sample record types. You can further customize the record types and the workspace.
For Workfront administrators, the new workspace displays on the Workspaces I’m on tab.
For all other users who can create workspaces, the new workspace displays in the Workspaces area.
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Click inside the name of the workspace in the header of the new workspace to rename it, then press Enter.
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(Optional and conditional) If you created the workspace from a template, click inside the name of the Operational Record Types or Taxonomies sections
Or
Hover the name of a section, then click the More menu
note tip TIP You can rename any section from any workspace, even if you didn’t create the section. For more information about editing workspaces, including editing workspace sections, see Edit workspaces.
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(Optional) Click Add record type to add record types to the workspace in any section.
For information, see Create record types.
For more information about editing and deleting record types in a workspace, see Edit workspaces.
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(Optional) Click the back arrow to the left of the new workspace to open the Planning main page. A new workspace card is created for the new workspace in the Workspaces I’m on tab.
The name of the user who created the workspace is saved on the workspace card as the Owner.
note note NOTE For users that are currently being transitioned to the Adobe Identity Management System (IMS), workspaces created by Workfront-only users who are not IMS users display as created by the System. For information about IMS, see Adobe Unified Experience for Workfront.
Create multiple workspaces using a best-practice multi-workspace template bundle
- Your organization purchased a Workfront Planning Prime or Ultimate package.
- You are a System Administrator
You can use a multi-workspace template bundle to create 6 workspaces with one click.
The templates included in the bundle contain workspaces, record types, records, views, and fields to help you get started with your Planning implementation.
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
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Click Create workspace
The Create workspace box displays. You can create a workspace from scratch or create it using one of the available templates.
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Click Review workspace setup in the Start here (Recommended) area.
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(Optional) Click Preview inside any of the following predefined workspace templates to open the Preview box for each template:
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1.Global Classifications & Taxonomies
The Global Classifications & Taxonomies template includes all the record types and fields we recommend that you create in your environment for a successful implementation of Workfront Planning.
You can later link or import the record types in this template in other workspaces you create.
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2.Fréscopa Global Marketing
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3.Fréscopa Social Marketing
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4.Fréscopa Media & PR
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5.Fréscopa Global Events
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6.Fréscopa Executive Company Leadership
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After opening the Preview box for each workspace template, click Back to go back to the Create workspace box, or click Use templates to use the templates including in the bundle and create workspaces.
The workspaces are created and display in the Workspaces I’m on and All Workspaces tabs for System administrators. All Standard-license users will see the workspaces in their Workspaces area after a System Administrator creates them and shares the new workspaces with them.
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Start editing the workspaces you created and adding record types, records, views, and fields that are pertinent to your organization.
For more information about best practices to implement Workfront, see the articles in the Adobe Workfront Planning best practices: article index section.
For information about editing workspaces, see Edit workspaces.