[Event Follow-Up] Workfront's Power Trio: Connecting Planning, Workflow and Canvas Dashboards – March 12, 2026 | Community
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CynthiaBoon
Adobe Employee
CynthiaBoonAdobe Employee
Adobe Employee
March 12, 2026

[Event Follow-Up] Workfront's Power Trio: Connecting Planning, Workflow and Canvas Dashboards – March 12, 2026

  • March 12, 2026
  • 1 reply
  • 50 views

Successful organizations don’t treat planning, execution and reporting as separate activities; they connect them. In this session, join Workfront Expert, ​@Madalyn_Destafney as she shares how to leverage Workfront Planning alongside Workfront Workflow to create a connected operating model that moves seamlessly from planning into execution, with real-time visibility through Canvas Dashboards.  

If you weren’t able to attend live — or want to revisit any part of the session — you can access everything below: 

During the session, Madalyn shared use case ideas and demonstrated how Workflow continues to power execution. She then showed the power of Canvas Dashboards to bring both together to see the full picture.  

Whether you’re just getting started with Workfront Planning or looking to mature how your organization plans, executes and reports on work, this session will provide practical guidance that you can apply immediately. 

Huge thanks to Madalyn sharing her ideas and her expertise and special thanks to Leslie Spier and ​@Keri_Amundson for their support during the event! We’d love to keep the conversation going here in the community. 

  • What questions do you still have? 
  • Are there any use cases you'd like to explore further? 
  • What features are you most excited about? 

Drop your thoughts, follow-up questions, or takeaways below and feel free to connect with others who attended! 

Thank you for being part of the community and be sure to register for more upcoming events!  

    1 reply

    M
    MaryMc13
    Level 2
    March 13, 2026

    ​@Madalyn_Destafney  Thank you for all the info and time yesterday! A couple things that I wanted to ask about is where do you foresee the traditional request intake>project conversion that exists in Workflow today fitting into the larger picture of work execution? Planning has limitations in its form capabilities and Workflow form building is more robust capturing info that project execution teams may need. How do you see that phase of info gathering and potential project conversion happening with the existence of Planning in the overall ecosystem?

     

    ​@CynthiaBoon You have done a great job and reiterating the Planning is for planning work, but a challenge we continue to face is marketing directors wanting to see where campaigns are at in the execution and post phase. The visuals are fantastic in the calendar and timeline view to see when campaigns ran, etc. What would you recommend achieving that level of detail? Would it be Calendar reporting in Workflow current reporting capabilities? It’s almost like you’d want a Workspace that had the planned work and then a secondary one that showed when things actually went out. 

     

    Appreciate both your time in your response and for the presentation yesterday! - Mary

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    March 13, 2026

    Hi ​@MaryMc13 thanks for joining us yesterday!

    • You’re correct that there are some limitations in the Planning request forms - they will hopefully be expanding on the form capabilities after some other higher priority things are out the door like more sharing governance around records, record fields, etc. It will continue to evolve as it’s basically only 1.5yrs old. 
    • In general, the request engine in WF will become more and more unified - you’ve seen changes with the introduction of Planning request forms, new request experience that unifies Planning and Workflow request elements - that unification will continue to evolve and Workflow requests will have even more capabilities than today. I’ve seen some teams choose to get certain intake upfront in Planning instead of in Workflow for things more high level pre-project stuff, where they use Workflow queues for more in progress/run the business type things. Or just for groups who haven’t used Planning of course, remember not every customer has Planning so of course Workflow requests are still a large component of WF. 
    • In terms of timelines, you can certainly group connected project date info alongside their connected records. I mentioned yesterday you can dictate groupings and elements in your timeline, so if you wanted to show date ranges for actual projects in motion, as long as they have presence in your records you can plot them with your records. And as things are completed they’ll just show in the past on the timeline and you can still see what’s upcoming. Experiment to see what’s best for you.
    If this helped you, please mark correct to help others : )
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