Workfront Planning - Creating a 'Super' Calendar

[Tlovie]

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

[Madalyn_Destafney · Accepted solution]

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.

[Tlovie]

Thank you Medalyn

This was very helpful information

[kautuk_sahni]

@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!