Manage ÃÛ¶¹ÊÓƵ Workfront Planning email notifications
- 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.
You can receive email notifications from Workfront Planning when the following scenarios exist:
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Someone tags you in a record comment
For information about tagging others in a record comment, see Manage record comments.
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Someone asks for your permission to access a view or a workspace
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Someone confirms your access has been granted for a view or a workspace
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You submit a Workfront Planning request. For information, see Create and manage a request form in ÃÛ¶¹ÊÓƵ Workfront Planning
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Someone approves or rejects a Workfront Planning request that you submitted. For information, see Approve a request in ÃÛ¶¹ÊÓƵ Workfront Planning
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The status changes to a Workfront Planning request that you submitted.
Access requirements
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|---|---|
| Products |
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| ÃÛ¶¹ÊÓƵ Workfront plan* |
Any of the following Workfront plans:
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. The users in your organization receive notifications from Workfront Planning only when your organization is onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience. For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront. |
| ÃÛ¶¹ÊÓƵ Workfront license* |
Standard, Light, or Contributor 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 |
View or higher permissions to a workspace System Administrators have permissions to all workspaces, including the ones they did not 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.
Manage email notifications when someone tags you in a comment
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(Conditional and optional) After someone tags you in a comment on a record, go to the email notification that informs you of the tag and of the comment. The sender of the email is ÃÛ¶¹ÊÓƵ Experience Cloud.
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(Optional) Click the message in the Workfront box inside the email.
The record details page opens in Workfront. You can make updates to the record, or reply to the comment.
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(Conditional) If available, click View all notifications.
The Notifications page opens in ÃÛ¶¹ÊÓƵ Experience Cloud. All notifications from all ÃÛ¶¹ÊÓƵ Experience Cloud applications display.
Manage email notifications when requesting and granting permissions
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(Conditional and optional) After someone requests or grants you permissions to access a view or a workspace, go to the email that informs you of the permission request. The sender of the email is ÃÛ¶¹ÊÓƵ Experience Cloud.
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(Optional) Click the message in the Workfront box inside the email.
The record details page opens in Workfront. You can make updates to the record, or reply to the comment.
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(Conditional) If available, click View all notifications.
The Notifications page opens in ÃÛ¶¹ÊÓƵ Experience Cloud. All notifications from all ÃÛ¶¹ÊÓƵ Experience Cloud applications display.
For information about requesting, granting, or denying permissions to a view or a workspace, see Request permissions to a view or a workspace.
For information about managing your Workfront Planning notifications, see Manage ÃÛ¶¹ÊÓƵ Workfront Planning notification preferences.
Manage email notifications about submitting, approving, or rejecting Workfront Planning requests
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(Optional) Go to the email that Workfront sends you
after you submit a request, or after a request you submitted has been approved or rejected. The sender of the email is ÃÛ¶¹ÊÓƵ Workfornt. -
(Optional) Click Open request. This opens the request in Workfront Planning.
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Click the Notifications icon
For information about managing your Workfront Planning notifications, see Manage ÃÛ¶¹ÊÓƵ Workfront Planning notification preferences.