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Click the Main Menu icon in the upper-right corner of 蜜豆视频 Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(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.

Click the workspace where you want to add records.

The workspace opens and the record types display as cards.

Click a record type card. For information about creating a record type, see Create record types.

The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.
Records of the selected type display in the view.

(Conditional) From the table view, do one of the following:

• Click New record in the last row of the table

• Click Shift + Enter on your keyboard from any column or row of the table. This adds an empty row under the record you start from.

• Hover over a record鈥檚 primary field, click the More menu to the right of the field, then click Insert record above or Insert record below.

Workfront automatically uploads a thumbnail to each new record. You can later modify these images. For information, see Add a cover image to a record.

A new record is added in the table.

Click the new record鈥檚 primary field

Or

Click the Open details icon to the left of the record name.

The preview box opens in the table.

Start typing information about the new record in the fields you see in the preview box.

(Conditional) When adding records in the table, before opening the record鈥檚 preview box, continue adding information on each row, then click Enter on your keyboard to save your changes.

Or

Click the new record鈥檚 name or the Open details icon to the left of the record name to open the preview box and edit the record鈥檚 information in the details area.

(Optional) From the record鈥檚 preview box, click the Open in new tab icon in the upper-right corner to open the record鈥檚 page in a new tab. Continue editing the record on the record page. For information, see Edit records.

Workfront automatically saves your changes.

(Optional) Close the preview box or click the back arrow to the left of the record name, if you opened the record鈥檚 page.

(Optional) From the table view, use the following keyboard shortcuts to undo or redo adding new records or their information, when adding them in the table view:

• CTRL + Z (鈱� + Z for Mac) to undo a change
• CTRL + Shift + Z (鈱� + Shift + Z for Mac) to redo a change

Click the Main Menu icon in the upper-right corner of 蜜豆视频 Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(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.

Click the workspace where you want to add records.

The workspace opens and the record types display as cards.

Click a record type card. For information about creating a record type, see Create record types.

The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.
All the records of the selected type display in the view.

(Conditional) From any view, click of the following in the upper-right corner of your screen, depending on the workspace permissions:

• Click New record, if you have Contribute or higher permissions on the workspace

  Or

• Click Request record, if you have View permissions on the workspace .

(Conditional) If you clicked New record, do the following:

1. Click one of the following ways to create a record, then click Continue:

   • Add manually. The record鈥檚 preview box opens.
     Add information about the record, as described in the Create records by adding them inline from the record type table view section in this article, starting with step 6.

   • Upload from file
     Add records, as described in the article Create records by importing information from a CSV or Excel file, starting with step 6.

   • Submit a request
     The request form of the record type opens.

     A workspace manager must create a request form to be able to add a record using a request form.

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     Some record types may have multiple forms. Click one to open it.

     Add the record, as described in the article Submit 蜜豆视频 Workfront Planning requests to create records, starting with step 6.

   

(Conditional) If you clicked Request record, do the following:

1. (Conditional) If the record type has more than one request form, click one to choose it.
2. Continue adding information in the form to create the record, as described in the article Submit 蜜豆视频 Workfront Planning requests to create records, starting with step 6.

(Conditional) Review the new records.

Depending on how you chose to add the record, some of the following things may occur:

• A new record is added to the record type, unless you chose to add it using a request form with an approval process. The approval must be granted by all approvers before the record is created.
• Multiple records are added to the record type, if you added records using a CSV or Excel spreadsheet.
• A new request is added in the Planning tab of the Workfront Requests area, if you added the request by submitting a request form.

Start creating records in the Table view, as described in the section Create records by manually adding them to a record type in this article.

Ensure that the table view has the columns (or the fields) that you want to populate with the new record information.

Click New < Record type name > in the last row of the table to add as many new rows to the table as you want your new records to be.

For example, add 10 rows to the table view if you want to paste the information for 10 new records from another application.

In another application, create a list of records that you want to import.

For example, you can use an Excel spreadsheet to create your list.

The list should contain information in a tabular format.

From another application, select several rows and columns, then paste the information in the record type table view, starting with the first new record.

The following information is imported in the Workfront Planning area:

• The rows contain the new records
• The columns populate information for the fields of the records.

Start connecting Workfront Planning records, as described in the article Connect records. You can connect records from the following areas:

• A connection field in following areas of Workfront Planning:

  • The table view
  • The details page or preview box of a record

• A connection field in the the Planning section of a project, portfolio, or program in Workfront.

  For information, see Manage record connections from Workfront objects.

(Conditional) If you can鈥檛 find a record when trying to connect it, click + Add

Or
Start typing a name, then click + Add. The + Add button is followed by the name of the record type you are connecting to. For example, 鈥淎dd brands鈥� when adding a brand to an existing campaign. The name you typed also follows the Add button.

The record is created and added to the connected record field.

(Optional) Go to the table view of the record type whose record you created. A new record displays in the last row of the view.

(Optional) Start adding information for the new record in the table view
Or
Click its name to open the details page and add information there.