Fourth Quarter 2026 release activity for Adobe Workfront Planning

This article describes the features that are releasing for Workfront Planning during the Fourth Quarter 2026 release.

For a list of all features released for Adobe Workfront Planning, see Adobe Workfront Planning release activity: article index.

CX Coworker now available in Workfront Planning

CX Coworker is now available inside Workfront Planning. Now, you can access CX Coworker in a panel that is available throughout Workfront Planning.

CX Coworker Chat is a conversational interface for getting work done. Describe a goal in plain language, and Coworker plans the work, executes it across Workfront Planning and your connected Adobe systems, validates the results, and brings the finished work back to you for approval.

Coworker respects your organization’s existing access controls, with read-only access by default, and system admins control when users get write access.

Coworker is replacing the current AI Assistant as a more powerful way to get work done. Coworker is part of the Adobe ecosystem, and is not limited to Workfront Planning.

For more information, see CX Coworker overview.

Removed the AI Assistant icon in the Details preview box in preparation for the CX Coworker launch

This change is available for customers who have the CX Coworker in Workfront.

In preparation for the launch of the Adobe CX Coworker in Workfront, we have removed the AI Assistant icon from the Details preview page. The icon still exists on the Details page, when opened in full screen. Clicking it will open the CX Coworker.

For information, see CX Coworker in Workfront.

Improved experience when duplicating records that have connected fields with a One-to-one or One-to-many connection type

Records can now be duplicated even when One-to-one or One-to-many connected records exist. After duplication, users can choose to keep the connected record on the original record or connect it to the new record. Keep on the original is the default choice.

The connection conflict resolution dialog has been updated to reflect this new behavior and provide greater flexibility when managing connected records.

For information, see Duplicate records.

Manage the visibility of records’ thumbnails and colors from the primary field column in the table view

You can now manage the visibility of the records’ thumbnails and colors when editing the primary field column in the table view.

With this update, the Thumbnail and the Color settings will be removed from the Fields icon in the table view’s toolbar.

For information, see Manage the table view.

Create business rules for record types

As a workspace manager, you can now set business rules for record types that will later reflect on how records of that type are managed. You can define rules that allow users to edit or delete records only when certain conditions are met or certain fields are populated.

You can create a condition for your business rule that references all field types except for the following:

You cannot add business rules to global record types.

For more information, see Configure record type business rules.

Introducing custom weeks for the timeline view

As a Workfront administrator, you can now configure custom weeks, in addition to custom quarters. Custom weeks, and quarters are visible from the Workfront Planning timeline view. Workfront generates sequential weeks starting from Week 1 at the beginning of Custom quarter 1.

You can customize week labels which are visible in the timeline view. You can choose a predefined format or enter a custom one.

Custom weeks are not visible in Workfront. They are only visible in the Workfront Planning timeline view.

For information, see Enable custom quarters.

Filters for connected record fields

You can now filter for certain record types that meet a filter criteria when you add connections in Planning.

Only those records that meet your filtering criteria will display as options in connected fields.

For this feature, we added a new Record filtering rules option in the New connection tab when connecting record types.

For information, see Manage dependent connections.

Collapse and expand all groupings in the timeline view

Timeline views now include Collapse all and Expand all options for grouped timelines. This makes it easier to navigate large roadmap views: you can quickly reduce the view to grouping headings, then expand only the sections you want to review.

For more information, see Manage the timeline view.

See full group names and resize the grouping panel in the timeline view

In the timeline view, hovering over a truncated group label now shows the full text in a tooltip, in both the Swimlane and Stacked grouping display. Non-truncated labels show no tooltip.

The grouping left panel in the Swimlane display is now resizable by dragging its divider. The view is updated in real time, which is consistent with the table view. Each user’s panel width is saved across sessions, with a default width for first-time users.

For information, see Manage the timeline view.

Improved calendar performance for large record sets in the week view

The calendar week view now displays only the first 1,000 records across the visible week period. If there are more records, the following message displays at the bottom of the calendar indicating that additional records are available: “There are more records. Load more.”

For information, see Manage the calendar view.

Updated column headers for dependent connected record fields

We’ve made visual improvements to the column headers for a dependent connected record field in the table view.

For information, see Manage dependent connections.

Table view enhancements when dragging and dropping multiple rows

There are new visual indicators when you drag and drop multiple rows in the table view. A more prominent plus sign and a number indicator now show how many rows are selected for the drag-and-drop action.

For information, see Manage the table view.

Route the submitted request object to the correct workspace when using global record types

Records created for global record types by submitting a request form are now automatically routed to the workspace from which they were submitted.

Records created by submitting a request from a secondary workspace of a global record type are added to that secondary workspace. Records created by submitting a request from the original workspace, or from the main Requests area, are added to the original workspace.

If the intake form includes a Workspace field and a user selects a workspace before submitting, the request is routed to the selected workspace regardless of where the form was launched. This ensures records are organized in the intended workspace from the moment they’re created.

For information, see Submit Adobe Workfront Planning requests to create records.

Introducing the Workfront Planning Solution Architect Skill

We’re releasing a new skill, the Workfront Planning Solution Architect, that brings agentic, best-practice guidance for Workfront Planning directly into Claude:

Beyond initial setup, the skill supports ongoing governance by catching configuration drift before it causes friction, flagging approaching limits before they become blockers, enforcing consistent standards across every workspace regardless of who configures it, and giving anyone on the team accurate answers without waiting on a specialist. Together, this covers the full lifecycle of setting a workspace up correctly and keeping it that way as usage grows.

For information, see Skills available for direct install.

Drag and drop rows in the table view

The experience of dragging and dropping rows in the table view has been improved visually.

For information, see Manage the table view.

Dependent connected record fields

Workspace Managers can now define dependencies between connected record types. For example, ensuring a Region field only shows values tied to the selected Geo. This is configured directly in the connection field setup: when adding a connection from a Geo record type to a dependent record type (like Region), a new setting allows workspace managers to mark it as dependent on the Geo record type, using the relationships already established between those record types.

Once configured, any record type that references both fields (such as a Campaign) will see the effect immediately: selecting a Geo value narrows the Region picker to only those Regions actually linked to that Geo. This enforces your record structure automatically, eliminating mismatched combinations and reducing manual cleanup.

The following features are included with this update:

For information, see Manage dependent connections.

Show new comment indicator for a record in the table view

We have added a new indicator that shows when there are unread comments on a record. The indicator displays in the upper-right corner of the record’s primary field in the table view.

For more information, see Manage record comments.

Customizable record color and connection-based color-coding

Records now support customizable color palettes which allow you to update the colors automatically assigned to new records to standard or custom colors.

The following changes are included in this enhancement:

When the Color setting is turned on, the color assigned to a new record displays everywhere where the record displays in these views.

For information, see Create records.

Planning Designer now requires Beta agreement acceptance

Planning Designer now requires an accepted Beta agreement to use. Your company is not required to sign an AI agreement. This is available for all customers.

For this, we have moved the Planning Designer option in the Setup section under the Opt in to AI Betas section.

Launching Planning Designer without an accepted Beta agreement will now prompt for acceptance before the workspace builder opens.

For information, see Get started with the Adobe Workfront Planning Designer.