Create briefs in the Ideation space

Log in to Workfront with Planning where Coworker has been turned on, and do one of the following to open the Ideation space for the first time to create briefs:

• Go to the Main Menu > Ideation space
• Go to Main Menu > Planning > click a workspace > click a record type > New record > Start Ideation space

The Ideation space opens and a new ideation is titled by default following the following format:

catalyze-canvas-< number > - Month date, year at time

For more information about creating records using the Ideation space, see Create Planning records from Ideation space briefs.

(Conditional) To open an existing brief in Ideation space, log in to Workfront with Planning where Coworker has been turned on, and do one the following:

• Go to Main Menu > Planning > click a workspace > click a record type > click an existing record > Open in Ideation space

  The ideation name matches the name of the record.

(Recommended) Click the name of the ideation to change the name, if you opened it for the first time.

(Conditional and optional) To open another existing Ideation space, click the drop-down menu to the right of the ideation name, search for it by name, then click the ideation when it displays in the list.

The Ideation space opens and Coworker opens on the right.

Use the Coworker prompt to describe the kind of brief you want to create.

For example, type “Create a back-to-school campaign for K-12 students to run through the month of August, for parents and teachers in the US”. To make the brief as complete as possible, indicate as much information as you have available for what kind of campaign, the timeline, the stakeholders, approvals checkpoints and other details.

(Optional) Click the + icon in the Coworker prompt box and attach information in the following ways:

• Commands: Use a command from the list to prompt Coworker for content.
• Attach file: Attach a file to the prompt box to add it or its information to the ideation space. You must ask Coworker to create cards based on the file to later send the cards to the brief.
• Reference an object: Select an object from the list to reference it in your ideation. The object must exist in Workfront.

Click Enter.

Answer the questions from Coworker to continue the ideation, then click Submit

Or

Click Skip questionnaire to skip additional questions.

(Conditional) When Coworker offers to the create cards for the ideation, answer Yes.

Cards are added to the ideation space and you can see the sources for each card and decide which to add to your brief.

Click the Search icon to search for items in the ideation space, then click when it displays in the list to navigate to it.

(Optional) Click Sources at the bottom of every card to understand where the information was collected from.

Information can be imported either from Workfront Planning or the Web.

You can also click the Sources icon in the upper-right corner of the space to display a list of sources for all the cards in the space.

(Optional) Click Comments in the upper-right corner of the space, and @ tag others to start brainstorming inside the space.

Users will receive an email notification about the tag.

(Optional) Click the Filter icon inside the comment card to filter comments by the following criteria:

• Reviewers
• Time the comment was added
• Status (where the comment was resolved or it is outstanding)
• Unread (shows only unread comments)

(Optional) Use the Thumbs up or Thumbs down icons on a card to give feedback on the accuracy of the information on the card.

Click a card or click the frame containing all the cards, then click Add to brief to add their information to the brief.

Workfront matches each piece of information with the field it finds the most likely to store it.

For example, timelines are added to date-type fields, descriptions to paragraph-type fields.

(Conditional) Click a card, then click Ask AI to … to get ideas of the next step, before adding the information to the brief. The answers are in the context of each card’s information.

Click the Add documents icon in the upper-left corner of the Ideation space to upload documents to the space. You can add new documents or documents you have already added to the space before.

Click the Add WF Taxonomy card icon and select a connected record type, then a record from each type to add that record’s information to the record type you selected.

A card is created for the record you selected to add to the space. The record type displays in the upper-left corner of the record’s card.

(Optional) Click the More menu on the connected record card and click View in Workfront.

The record’s details page opens in another browser tab in Workfront Planning.

(Optional) Select the ideation frame or a card, click the Delete icon, then click Delete to confirm. The card is removed from the Ideation space.

When you delete cards corresponding to a stored document or a record, the items are removed from the Ideation space but they remain in their respective applications.

(Optional) Use the Ask Coworker anything box in the lower-right corner at any time to refine your ideation.

For example, type regenerate for a specific card to have AI redo that card using updated context. The ideation space reruns its reasoning steps (searching, synthesizing, citing) and updates the affected cards.

(Optional) Click one of the purple connectors from any ideation card sets, then click the Copy full prompt icon to copy the prompt that generated the card to the clipboard, then paste it in the Coworker prompt box.

(Optional) Click the Undo or Redo icons at the top of the ideation space to cancel or reverse an action.

Zoom out to see the complete picture: your original campaign goal, all AI-generated concept cards with citations, additional documents, the real Workfront Planning records you’ve pulled in (Products, Personas, etc.). The Brief summary card in the lower-left corner pulls it all together.

Click the brief preview image in the lower-left corner and review the brief, then click one of the following options:

• Export to file. You can export the brief to the following file types:

  • PDF
  • Word
  • PowerPoint (with or without a template)

• Export to Workfront Planning. The export overwrites all existing field data in the Planning record corresponding to the ideation.

This finishes creating the record or the file with the additional information. If you started from an existing record, the information from the brief is added to the record. If you started with a new record, the record is created with the information in the brief.

For more information about updating Planning records using briefs, see the “ConsiderationsConsiderations about using the Ideation space to create records” section in the article Create Planning records from Ideation space briefs.

Click the Settings icon to control where AI pulls information from, then choose from the following Source Types:

• Documents — documents uploaded to the selected space
• Web Search — external web research

Click Save.

Click the the zoom level dropdown menu to the left of the Help icon to select an option.

Choose from the following options:

• Zoom to fit
• Zoom in
• Zoom out
• Zoom to 50, 100, 150, or 200%
• Show dot grid: Turn on selection to display dot grid.
• Product tour: Turn off selection to opt out of guiding hints while using Ideation space.

Click the Help icon to review the keyboard shortcuts that you can use to navigate the ideation space or select a different zoom value: