What are some Workfront Planning training topics I should consider for my end users?

Forum|Forum|27 days ago
February 26, 2026
2 replies
49 views

We are about to embark on our Workfront Planning journey and just wanted to think about topics I would need to cover in training for the end user? They will not be the ones creating workspaces and stuff like that so just wondering what all the training could entail on their end.

Currently, I have the following topics:

What is Workfront Planning?
Create and managing view tables
Importing information from a spreadsheet

Workfront Planning

Best answer by MelanieM1

Found some helpful information via AI, so posting here in case it helps someone else come up with their training plan!

Training Topic	Notes
What is Workfront Planning?	What Workfront Planning is (vs. Projects/Tasks) How it connects to intake, forecasting, and visibility What problem this solves for the organization What changes for them (and what doesn't) TIP: Emphasize "This helps us plan smarter, not create more work 10 minutes
Workfront Planning Terminology
Where to Submit a Plan	How to access the correct workspace How to find the correct record type When to click "New Plan" Required vs. optional field Common confusion to prevent: Submitting in the wrong workspace Saving drafters vs. submitting Not completing required fields
How to Fill Out a Plan the Right Way	What level of detail is expected What makes a "good" description How to define scope clearly Selecting correct timelines Attaching supporting documents Include: Bad Plan Example Strong Plan Example Planning Submission Checklist Planning Do's and Don'ts
Understanding Statuses & What Happens Next	What each status means (Draft, Submitted, Approved, etc.) What happens after submission Who reviews it How they'll be notified of changes
Editing or Updating a Submitted Plan	Can they edit after submission? How to revise scope? How to cancel or withdraw? What to do if dates change?
Basic Searching & Viewing Their Plans	Filter by "My Submitted Plans" Use basic filters Sort by status or timeline Avoid duplicates
Common Mistakes to Avoid	Submitting vague descriptions Choosing unrealistic deadlines Forgetting attachments Creating duplicates Selecting wrong initiative/category
Create and manage table views
Importing information from a spreadsheet
Governance & Expectations	Timeline submission expectations (quarterly planning deadlines) Who approves How prioritization works SLAs (if applicable)

KellieGardner

Community Advisor and Adobe Champion

The scale team just did an event on this. @CynthiaBoon - did you guys cover any use cases in your event? I wasn’t able to attend and I haven’t seen the post event follow up yet.

M

MelanieM1Author

Level 3

Hi Kellie! I was on the last Planning call around the trial. I’ll need to re-watch it to make sure I didn’t miss anything. I believe it was mostly around infrastructure setup, which the end user won’t need to know that information. So, I’m looking for key topics a user should know who will be inputting their plans. I see some more Planning sessions were just announced. I’ll add my question there too. Thanks!

M

MelanieM1AuthorAccepted solution

Level 3

Found some helpful information via AI, so posting here in case it helps someone else come up with their training plan!

Training Topic	Notes
What is Workfront Planning?	What Workfront Planning is (vs. Projects/Tasks) How it connects to intake, forecasting, and visibility What problem this solves for the organization What changes for them (and what doesn't) TIP: Emphasize "This helps us plan smarter, not create more work 10 minutes
Workfront Planning Terminology
Where to Submit a Plan	How to access the correct workspace How to find the correct record type When to click "New Plan" Required vs. optional field Common confusion to prevent: Submitting in the wrong workspace Saving drafters vs. submitting Not completing required fields
How to Fill Out a Plan the Right Way	What level of detail is expected What makes a "good" description How to define scope clearly Selecting correct timelines Attaching supporting documents Include: Bad Plan Example Strong Plan Example Planning Submission Checklist Planning Do's and Don'ts
Understanding Statuses & What Happens Next	What each status means (Draft, Submitted, Approved, etc.) What happens after submission Who reviews it How they'll be notified of changes
Editing or Updating a Submitted Plan	Can they edit after submission? How to revise scope? How to cancel or withdraw? What to do if dates change?
Basic Searching & Viewing Their Plans	Filter by "My Submitted Plans" Use basic filters Sort by status or timeline Avoid duplicates
Common Mistakes to Avoid	Submitting vague descriptions Choosing unrealistic deadlines Forgetting attachments Creating duplicates Selecting wrong initiative/category
Create and manage table views
Importing information from a spreadsheet
Governance & Expectations	Timeline submission expectations (quarterly planning deadlines) Who approves How prioritization works SLAs (if applicable)

CynthiaBoon

Adobe Employee

This is amazing! I’m not able to share the event recording from the trial globally, so I’m glad you were on that session. I figured I would create summary of the advice shared on “how to prep your users for Workfront Planning” which I’ve included below. Your list is way better, and I will definitely be borrowing it.

1. Set the right expectation upfront
Position Planning as the space for early-stage ideas and campaign visibility, not a replacement for Workfront Workflow. Workflow remains the system for task execution and project management. Planning supports the “before execution” phase.

2. Clarify when to use Planning vs. Workflow
A helpful rule of thumb:

If it’s not ready to be a project yet → it belongs in Planning.
If tasks need assignments and timelines → it belongs in Workflow.

This reduces hesitation around using the request queue too early and gives teams a structured place for ideation.

3. Start with one clear use case
Rather than introducing it as a new tool to explore, anchor it to something tangible (e.g., Q3 campaign planning, rebrand coordination, editorial calendar management). Clear purpose drives adoption.

4. Emphasize what’s in it for them
Planning helps eliminate scattered spreadsheets, reduces duplicate work, and gives teams better visibility into what others are planning, without impacting existing projects.

5. Reinforce that it’s safe and flexible
Planning is separate from Workflow, so users can collaborate and shape ideas without disrupting active execution work.

One of your notes on the first post gave me something to think about in terms of end-user training, and that was around the spreadsheet to import. That might be the place to start, having them think about what records they would want to track, so that they can prep their spreadsheets. Just in case, I wanted to share the link to the post from Vazgen’s session last year. He shared a sample spreadsheet that we attached to the post, so that might be something for the end-user?

Thanks again for sharing your list. That might be a great idea for a Scale event this year - “How to train your users on Workfront Planning.” 😀

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