Records: article index
IMPORTANT
The information in this article refers to Adobe Workfront Planning which your organization can purchase either as an Adobe Workfront package or a standalone product.
Not all capabilities included in the Planning package are available to Workfront Planning when it is purchased as a standalone product.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.
For information about Workfront Planning as a standalone product, see Get started with Adobe Workfront Planning as a standalone product.
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 using a link
- 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
- Export records from the table view
- Add a Connected record page to a record
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