Workspaces overview

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.

A workspace is a collection of record types used by an organizational unit and it represents the unit’s work lifecycle and processes. You can fully customize workspaces in Adobe Workfront Planning.

Considerations about workspaces

  • You can create workspaces for specific organizational units within your organization, to match the unique way each unit works.

  • Workfront Planning does not come with any preconfigured workspaces. You must create them according to the needs of your organization.

  • You can create workspaces in the following ways:

    • From scratch
    • Using a template. Templates contain a preconfigured number of record types and their fields.

    For information, see Create workspaces.

  • Workspaces are frameworks within which your organizational units (a team, group, department, or division) work. They cannot be associated with fields. Only the record types within a workspaces can be associated with fields.

    For information, see Record types overview.

  • Depending on your Workfront license, workspaces display in the following tabs in the Planning area:

    • For system administrators, workspaces display in the following tabs:

      • Workspaces I’m on: Displays workspaces you created or workspaces that are shared with you.
      • Other workspaces: Displays all other workspaces in the system.
    • For all other users, workspaces they created and workspaces others shared with them display in the Workspaces area.

  • The record types that a workspace contains should reflect the work lifecycle and concepts of an organizational unit.

    For example, if a unit’s work objects are campaigns, products, and regions, that unit’s workspace should contain the record types of Campaign, Product, and Region.

  • When you create a workspace, only you have the permission to access and manage your workspace. You must share it with other users in order for them to collaborate with you in the same space.

    For information, see Share a workspace.

    System administrators can manage all workspaces, even the ones that they did not create.

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