General information and article index for Adobe Workfront Planning

Access and permission information: article index contains the following information:

• Workfront licenses and Planning permissions
• Planning sharing permissions
• Share views
• Share workspaces (records and fields)
• Share record types (records and fields)
• Share records

Architecture: article index contains the following information:

• Create, edit, delete workspaces
• Create, edit, delete record types
• Create global record types
• Connect record types and examples of connecting record types
• Workspace templates

Fields: article index contains the following information:

• Create, edit, and delete fields
• Formula fields
• Primary fields

Records: article index contains the following information:

• Create, edit, and delete records
• Connect records
• Add a cover image or a thumbnail to a record
• Manage the layout of a record page
• Record comments and History section
• Share records
• Manage Workfront Planning records from Workfront

Adobe Workfront Planning requests: article index contains the following information:

• How to create a request form for a record type.
• How users can submit a request to a record type request form and create records.

Views: article index contains the following information:

• Create record views
• Manage the table, timeline, and calendar views

Notifications: Article index contains the following information:

• Manage notification preferences
• Planning in-app notifications
• Planning email notifications

Adobe Workfront Planning API basics: The goal for the Adobe Workfront Planning API is to simplify building integrations with Planning by introducing a REST-ful architecture that operates over HTTP.

Adobe Workfront Planning modules for Workfront Fusion: With the Adobe Workfront Planning modules, you can trigger a scenario when events occur in Workfront Planning. You can also create, read, update, and delete records, or perform a custom API call to your Adobe Workfront Planning account.

Adobe Workfront Planning AI Assistant overview: With the Workfront AI Assistant for Planning you can search for records, or create, update, and delete records by using commands and letting the assistant do the work for you.

Configure Adobe Workfront Planning automations: You can configure automations in Adobe Workfront Planning that, when activated, create objects in Workfront or records in Workfront Planning when triggered from a Planning record.

Adobe Workfront Planning and Adobe GenStudio for Performance Marketing integration: article index: You can manage records from GenStudio for Performance Marketing in the GenStudio workspace in Workfront Planning.

Workfront Planning reporting capabilities: You can view Workfront Planning information in a report using the Workfront Canvas Dashboard. For information, see Canvas Dashboards overview.

Adobe Workfront Planning best practices: article index: Learn tips on how to roll out Adobe Workfront Planning in your organization using a strategy that prioritizes safety, minimizes disruption, and delivers quick wins.