[Event Follow-up] Learn: Chart Your Course to Success with Adobe Workfront Planning

[CynthiaBoon]

Interested in how to implement Workfront Planning and scale the solution across your organization for a holistic view of every stage of work? Our Adobe Product Managers, @soniaespejo and @Vazgen_Babayan presented an in-depth introductory session on Workfront Planning, where they shared how this feature can provide comprehensive visibility into the operational details of your organization.   

NOTE: We had an issue with our event recording, but Vazgen re-recorded his demo for us. Linked below!

The good news is that we have their slides, along with all of the fantastic Q&A and chat that was posted during the event: 

• Slide Deck PDF (slides shared by Vazgen/Sonia) 
• Generic slides with events and resources   
• Chat engagement / Q&A 
• Vazgen’s Excel Template Example – attached (this is just an example how you can import Record Types into Workfront Planning.  For more information, check out the article on how to create Record Types.) 
• Recorded Demo 

Looking for more? Here are some additional quick links to resources to help you get started! 

• Guidebook – Your Workfront Planning GPS 
• Planning Training Videos: 
  • Adding Planning to your instance (License plans and such) 
  • Creating a Workspace (Getting started with the foundation for Planning) 
  • Create and Manage a Record Type 
  • Create and Manage Table Views 
• Documentation: Adobe Workfront Planning overview 
• Adobe Workfront Planning release activity 

Thanks again to our folks in Product Management and to everyone who attended live!  We hope to see you at more Customer Success workshops later this year.  

We are already discussing the “Part 2” event for Workfront Planning, so be sure to check out the Events page on Experience League regularly so you don’t miss out! 

[LJ_Knox]

Thank you for an awesome session! I have a follow up question:

Is there a way to adjust the order of records in a connected drop down?

For example, I've setup up a record type of Tactic Type that is connected in other record type Tactics. Tactic Type has many records, sorted alphabetically, e.g. Ads, Email, Landing Page, Web. 

When I am entering a record in Tactics and I select the cell to pick tactic type, the drop down menu has the list in the order I entered the tactic type records, e.g. Ads, Landing Page, Web, Email. 

[_Manish_Singh]

Awesome! I really like the table, calendar, and timeline view in Planning. It'd be fantastic if Adobe could add these views and features to task planning in projects. Being able to quickly add new columns, import an Excel file, and copy-paste like Excel would facilitate easier adoption for our Project Managers.

[CynthiaBoon]

We've got some great questions on our Community post, so adding a few of our experts from Product Management to weigh in! 

@LilitM @JonahMc @RobertEl2 @anfernan @SteveWi1 @Andy_Watanabe