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List of workspace templates

Last update: Thu Aug 29 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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IMPORTANT
The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront plan and license. Workfront Planning is not available for legacy Workfront plans or licenses.
  • An additional license for Workfront Planning.
  • Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see Adobe Workfront Planning overview.

In Adobe Workfront Planning, a workspace is a collection of record types used by a team and represents the team’s work lifecycle.

Workfront Planning comes with a set of templates to get you started with basic record types and fields when you are building your workspace. For information about creating workspaces, see Create workspaces.

This article describes the workspace templates available in Adobe Workfront Planning.

Considerations about Adobe Workfront Planning templates

  • Each template comes with a set of record types. For information, see Record types overview.

  • The record types in each template are organized in the following sections:

    • Operational Record Types
    • Taxonomies

  • Each record type comes with a set of fields. Some of these fields are connections to other Workfront Planning record types.

  • You can customize any template and add more record types and fields to the existing ones.

Workfront Planning workspace templates

The following are workspace templates in Workfront Planning and the number of fields they include:

  • Basic: Marketing Management: Ideal for organizations establishing the basis of a foundational marketing system. The template includes the following record types and number of fields, including fields connected to other record types:

    • Operational Record Types:

      • Campaign: 15 fields

    • Taxonomies:

      • Personas: 7 fields
      • Brands: 6 fields
      • Products: 5 fields

  • Advanced: Marketing Management: Appropriate for teams ready to explore more nuanced marketing strategies. The template includes the following record types and number of fields, including fields connected to other record types:

    • Operational Record Types:

      • Campaigns: 14 fields
      • Programs: 23 fields

    • Taxonomies:

      • Regions: 1 field
      • Customer Journey Stages: 4 fields
      • Audiences: 8 fields
      • Deliverables: 12 fields
      • Brands: 6 fields

  • Enterprise: Marketing Management: Designed for large or mature organizations with complex marketing systems. The template includes the following record types and number of fields, including fields connected to other record types:

    • Operational Record Types:

      • Campaigns: 15 fields
      • Programs: 15 fields
      • Tactics: 11 fields
      • Activities: 18 fields

    • Taxonomies:

      • Products: 10 fields
      • Deliverables: 18 fields
      • Target Audiences: 8 fields
      • Regions: 8 fields
      • Sub-regions: 7 fields
      • Partners: 7 fields
      • Use Cases: 7 fields
      • Customer Journey Stages: 3 fields

  • Sales management: You can create a comprehensive sales system that streamlines your sales process and enhances efficiency. The template includes the following record types and number of fields, including fields connected to other record types:

    • Operational Record Types:

      • Opportunity: 11 fields
      • Activity: 9 fields
      • Campaign: 8 fields

    • Taxonomies:

      • Account: 7 fields
      • Lead: 14 fields
      • Contact: 12 fields
      • Region: 3 fields
      • Industry: 2 field
      • Buying Center: 1 field
      • Product/ Service: 1 field
      • Competition: 1 field

  • Product management: You can create an efficient and structured product management process using this template. TThe template includes the following record types and number of fields, including fields connected to other record types:

    • Operational Record Types:

      • Theme: 10 fields
      • Initiative: 10 fields
      • Epic: 12 fields
      • User Story: 11 fields

    • Taxonomies:

      • Customer: 8 fields
      • Sprint: 9 fields
      • Product Team: 4 fields
      • Feature Requests: 9 fields
      • Industry: 2 fields
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