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Ability to repeat Workfront Planning records

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Employee

10/22/25

Description - We would like the option to be able to somehow setup repeatable deliverables in Workfront Planning. As it is now, if you want to repeat a campaign, etc. you need to manually copy any relevant record or develop something using Fusion or the API. 

 

Why is this feature important to you - Many of the initiatives that use Planning are inherently repeatable, from annual product launches to repeatable ad-spots, but there is no way to replicate a specific plan in order to be re-used for future plans. 

 

How would you like the feature to work - We would like to be able to either copy/ clone a record type and have all connected records also copy or the ability to create a Planning template from a specified record.

 

Current Behaviour - Currently you can copy individual records but connections are not maintained so if you have an involved plan, you will need to manually copy each relevant record and add the connections or you would have you use Fusion or the API.

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