| QUESTION |
Is there a way to share all views or do you have to share them one at a time? |
| REPLY |
For now, you need to share them one at a time. |
| QUESTION |
Is there a way to track date changes when users drag or resize records on the timeline views? |
| REPLY |
Hi! Yes, you can track the record updates in the History section. You can find more information here: https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-... |
| QUESTION |
We get complaints about having to scroll when looking at items in the timeline view. Is there a way or are there plans to make it look more like a gantt chart so one can see everything on the screen (maybe a fit to screen option? |
| REPLY |
We have it in our backlog yes! 😀 |
| QUESTION |
Where can you go to learn/reference the differences in functionality, pricing, etc. between the Planning and Planning Plus packages? |
| REPLY |
Your Account Specialists should have access to that information. They might even have some comparison demos, if you reach out to them. 🫰 |
| QUESTION |
Is there a way to group projects by campaign? |
| REPLY |
Hi! Do you mean Workfront Workflow Projects connected to Campaign Records in Workfront Planning? If so, yes — you can. After creating a connection field in the Planning table view, you can set up a connection page for each record. Additionally, in the Timeline view, you can create a view that displays a breakdown of records (in this case, the projects). Please check "Add a Connected records page to a record" on this article https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-...
And also you can check section
"Break down connected records in the timeline view" in this article https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-... |
| QUESTION |
Is there a way to customize a calendar to show different record fields for different workspaces? Like a canvas report but a calendar. |
| REPLY |
You can currently add up to five fields through the calendar settings. Is there anything else you’d like to see? Please, check the following article 🙂 https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-... |
| QUESTION |
Are we able to access Workfront Planning through the Sandbox? |
| REPLY |
If you have the Workfront Planning product, you can definitely access the Sandbox version of it in order to test and play around without impacting Production data. |
| QUESTION |
Will document attachments be visible on the timeline views as thumbnails? |
| REPLY |
Thanks for the feedback! We’re still defining the scope for this initiative, but it’s a great idea 🙂 |
| QUESTION |
How does the 500 record limit affect the use of Planning for managing taxonomies where a taxonomy record can be linked to 1000's of records? |
| REPLY |
If you disable the back-reference setting, you won’t see the connection fields on the taxonomy side, but you’ll still be able to connect that taxonomy to 1000+ records. If you enable the back-reference, then you’ll hit the 500-reference limit. |
| QUESTION |
Is Workfront Planning a separate Module? |
| REPLY |
Yes, it is an add-on to Workfront Workflow. https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-... |
| QUESTION |
Can you define the license types for Workfront Planning - what are the full tiers? |
| REPLY |
https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-... |
| QUESTION |
Is there a use case/demo for non-Marketing teams/users for Planning? |
| REPLY |
There certainly could be use-cases outside of Marketing that take advantage of the planning motion, calendar views, etc. Contact your Account Specialist with the use-case you are interested in and they should be able to arrange more information for your specific ask. |
