ÃÛ¶¹ÊÓƵ

DocumentationWorkfrontWorkfront Guide

Create workspaces

Last update: Wed Nov 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to ÃÛ¶¹ÊÓƵ Workfront Planning, an additional capability from ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview.

In ÃÛ¶¹ÊÓƵ Workfront Planning, workspaces are centralized locations for teams to plan work.

A workspace is a collection of record types used by a team and represents the team’s work lifecycle. You can fully customize workspaces in ÃÛ¶¹ÊÓƵ Workfront Planning.

For general information about workspaces, see Workspaces overview.

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header
Products

  • ÃÛ¶¹ÊÓƵ Workfront

  • ÃÛ¶¹ÊÓƵ Workfront Planning
ÃÛ¶¹ÊÓƵ Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
ÃÛ¶¹ÊÓƵ Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
ÃÛ¶¹ÊÓƵ Workfront platform

Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience to be able to access all the capabilities of Workfront Planning.

For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront.
ÃÛ¶¹ÊÓƵ Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for ÃÛ¶¹ÊÓƵ Workfront Planning
Object permissions You receive Manage permissions to the workspaces you create.
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Create a workspace

You can create a workspace and add record types to it to organize your objects in Workfront Planning. For more informaton about editing a workspace, see Edit workspaces.

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click Create workspace

    The Create workspace box displays. You can create a workspace from scratch or create it using one of the available templates.

  4. (Optional and conditional) Click Preview inside any of the following predefined workspace templates:

    • Basic: Marketing Management
    • Advanced: Marketing Management
    • Enterprise: Marketing Management
    • Sales management
    • Product management

    The template preview box opens.

    There is an indication of what operational record types, taxonomies and how many fields are associated with each template.

    For information about Workfront Planning workspace templates, see List of workspace templates.

  5. From the template preview box, click Use template to start creating the workspace from the selected template

    Or

    Click Back, then click New workspace to create a workspace from scratch.

    One for the following types of workspaces is created:

    • An empty workspace named Untitled Workspace where you can start adding record types manually, when you create a workspace from scratch.
    • A workspace named after the template you selected that is populated with sample record types. You can further customize the record types and the workspace.

    For Workfront administrators, the new workspace displays on the Workspaces I’m on tab.

    For all other users who can create workspaces, the new workspace displays in the Workspaces area.

  6. Click inside the name of the workspace in the header of the new workspace to rename it, then press Enter.

  7. (Optional and conditional) If you created the workspace from a template, click inside the name of the Operational Record Types or Taxonomies sections

    Or

    Hover the name of a section, then click the More menu , then click Rename to rename the section.

    note tip
    TIP
    You can rename any section from any workspace, even if you didn’t create the section.

    For more information about editing workspaces, including editing workspace sections, see Edit workspaces.

  8. (Optional) Click Add record type to add record types to the workspace in any section.

    For information, see Create record types.

    For more information about editing and deleting record types in a workspace, see Edit workspaces.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43