List of workspace templates
- 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.
In ÃÛ¶¹ÊÓƵ Workfront Planning, a workspace is a collection of record types used by a team and represents the team’s work lifecycle.
Workfront Planning comes with a set of templates to get you started with basic record types and fields when you are building your workspace. For information about creating workspaces, see Create workspaces.
This article describes the workspace templates available in ÃÛ¶¹ÊÓƵ Workfront Planning.
Considerations about ÃÛ¶¹ÊÓƵ Workfront Planning templates
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Each template comes with a set of record types. For information, see Record types overview.
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The record types in each template are organized in the following sections:
- Operational Record Types
- Taxonomies
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Each record type comes with a set of fields. Some of these fields are connections to other Workfront Planning record types.
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You can customize any template and add more record types and fields to the existing ones.
Workfront Planning workspace templates
The following are workspace templates in Workfront Planning and the number of fields they include:
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Basic: Marketing Management: Ideal for organizations establishing the basis of a foundational marketing system. The template includes the following record types and number of fields, including fields connected to other record types:
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Operational Record Types:
- Campaign: 15 fields
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Taxonomies:
- Personas: 7 fields
- Brands: 6 fields
- Products: 5 fields
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Advanced: Marketing Management: Appropriate for teams ready to explore more nuanced marketing strategies. The template includes the following record types and number of fields, including fields connected to other record types:
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Operational Record Types:
- Campaigns: 14 fields
- Programs: 23 fields
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Taxonomies:
- Regions: 1 field
- Customer Journey Stages: 4 fields
- Audiences: 8 fields
- Deliverables: 12 fields
- Brands: 6 fields
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Enterprise: Marketing Management: Designed for large or mature organizations with complex marketing systems. The template includes the following record types and number of fields, including fields connected to other record types:
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Operational Record Types:
- Campaigns: 15 fields
- Programs: 15 fields
- Tactics: 11 fields
- Activities: 18 fields
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Taxonomies:
- Products: 10 fields
- Deliverables: 18 fields
- Target Audiences: 8 fields
- Regions: 8 fields
- Sub-regions: 7 fields
- Partners: 7 fields
- Use Cases: 7 fields
- Customer Journey Stages: 3 fields
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Sales management: You can create a comprehensive sales system that streamlines your sales process and enhances efficiency. The template includes the following record types and number of fields, including fields connected to other record types:
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Operational Record Types:
- Opportunity: 11 fields
- Activity: 9 fields
- Campaign: 8 fields
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Taxonomies:
- Account: 7 fields
- Lead: 14 fields
- Contact: 12 fields
- Region: 3 fields
- Industry: 2 field
- Buying Center: 1 field
- Product/ Service: 1 field
- Competition: 1 field
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Product management: You can create an efficient and structured product management process using this template. TThe template includes the following record types and number of fields, including fields connected to other record types:
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Operational Record Types:
- Theme: 10 fields
- Initiative: 10 fields
- Epic: 12 fields
- User Story: 11 fields
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Taxonomies:
- Customer: 8 fields
- Sprint: 9 fields
- Product Team: 4 fields
- Feature Requests: 9 fields
- Industry: 2 fields
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