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Tlovie
Tlovie
Level 3
August 27, 2025
Solved

Workfront Planning - Creating a 'Super' Calendar

  • August 27, 2025
  • 2 replies
  • 657 views

Our team is starting to work in Workfront Planning. We know about the calendar view. We are looking for advice on how to link multiple calendars into one "Super" Calendar. Imagine regional teams (EMEA, APAC, LATAM, US, Global) each having their own workspace where they document their regional events. For day-to-day life they focus on their regional events. Now imagine a global marketing leader wants to see what we have planned for global events ALONG with regional events in a timeline view. The goal of this view is to make sure we are optimizing the regional events and make sure they are timed correctly and don't take away from the global events

    Best answer by Madalyn_Destafney

    Hi there, this is a great use case for the feature of connecting record types across multiple workspaces. You can share XYZ record types to be used in other workspaces so they that they're using common language/data (i.e. all categorize certain things about their events in the same way/same dropdown options for XYZ fields), but remain in separate workspaces. In the 'master' workspace that they're all shared from, that is where you can see all the records of the shared record type coming in from the other workspaces and use that master workspace to plot things in a timeline view. This became available with Q3's release. Documentation here.

    2 replies

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity AdvisorAccepted solution
    Community Advisor
    August 27, 2025

    Hi there, this is a great use case for the feature of connecting record types across multiple workspaces. You can share XYZ record types to be used in other workspaces so they that they're using common language/data (i.e. all categorize certain things about their events in the same way/same dropdown options for XYZ fields), but remain in separate workspaces. In the 'master' workspace that they're all shared from, that is where you can see all the records of the shared record type coming in from the other workspaces and use that master workspace to plot things in a timeline view. This became available with Q3's release. Documentation here.

    If this helped you, please mark correct to help others : )
      Tlovie
      TlovieAuthor
      Level 3
      September 2, 2025

      Thank you Medalyn

       

      This was very helpful information

      kautuk_sahni
      Community Manager
      kautuk_sahniCommunity Manager
      Community Manager
      September 1, 2025

      @tlovie just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!

      Kautuk Sahni
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