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April 29, 2026
Question

Workfront Planning Visualization

  • April 29, 2026
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Hello! We have been modeling complex email strategy in Planning with deep connected-record hierarchies (Channel Brief → Versions → Modules → Flex Creative). The architecture works, but end users can't see a parent record alongside all of its connected records on a single page — every connection opens in a new window, which breaks down fast when a tactical brief spans 10+ related record which is not a great user experience.

We've gotten the Planning AI Assistant to summarize a record + its connections ~95% of the way there, but there's no PDF export and no way to surface that consolidated view in WF Workflow for the creative, production, and dev teams who need the full tactical brief.

Does anyone have any solves or know if consolidated record visualization is on the Planning roadmap?