Create workspaces

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(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.

Click Create workspace

The Create workspace box displays. You can create a workspace from scratch or create it using one of the available templates.

(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.

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.

Click inside the name of the workspace in the header of the new workspace to rename it, then press Enter.

(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 , then click Rename to rename the section.

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.

(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.