Records: article index
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 package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- 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.
After you create record types in Adobe Workfront Planning, you can create individual records of those types.
The following articles describe how you can create and manage records and their information in Adobe Workfront Planning:
- Create records
- Create records by importing information from a CSV or Excel file
- Create Workfront objects from Workfront Planning as you connect them to records
- Configure Adobe Workfront Planning automations
- Create objects using Adobe Workfront Planning record automations
- Edit records
- Delete records
- Restore deleted records
- Share records
- Connected records overview
- Connect records
- Duplicate records
- Manage record comments
- History section overview
- Add a thumbnail to a record
- Add a cover image to a record
- Manage the record page layout
- Export a record’s details
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