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Adobe Workfront Planning Features

Strategic planning

The Adobe Workfront Planning module gives you a single solution to plan and orchestrate work for your organization, by directly connecting plans to execution workflows. The result is a marketing system of record that gives you end-to-end visibility into the marketing lifecycle.

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Marketing operations models

Flexible record modeling allows you to define your marketing lifecycle with the operational control to create the types of records your business needs. It’s easy to surface the most relevant work — such as campaign, activity, planning, performance, and more.

  • Custom workspaces. Create workspaces for each team or business unit and define the records that are important for each group’s success.
  • Custom records. Deploy custom record types that reflect your marketing lifecycle.
  • Automated record creation. Create records with the help of AI through brief ingestion or add them manually.
https://main--bacom--adobecom.hlx.page/fragments/products/modal/videos/workfront/model-marketing-operations#model-marketing-operations | Adobe Workfront example of drag-and-drop record automation, with AI creating records with semantic fields for description, connected assets, budget, departments, and owner. | :play-medium:

Learn more about marketing operations model.

Content as a Service v3 - project-planning - Monday 21 October 2024 at 13:50

https://business.adobe.com/fragments/products/modal/videos/workfront/custom-visualizations-and-calendars#custom-visualizations-and-calendar | A marketing calendar daily view with campaign details including project owners and completion status. | :play-medium:

Custom visualizations and calendars

Create and share custom views to provide visibility and actionable intelligence for your team members and stakeholders.

  • Campaign calendars. Create calendars for your campaigns, events, deliverables, and more.
  • Shareable views. Build, customize, and save views specifically for you, your team, or stakeholders.
  • Custom filtering. Display, filter, and group by any available data point.

Learn more about custom visualizations and calendars.

Content as a Service v3 - project-planning - Monday 21 October 2024 at 17:24

Connected marketing records

Unify marketing strategy and activities with an operational graph of your marketing data.

  • Linked records. Combine planning and execution records to connect projects to the strategic priorities they support.
  • Integrated records. Connect custom records to Adobe and third-party data sources and applications.
  • Formula fields. Use lookup and formula fields to facilitate aggregation of data across linked records.
https://business.adobe.com/fragments/products/modal/videos/workfront/connected-marketing-records#connected-marketing-records | A marketing calendar monthly view with campaign details including project owners and completion status. | :play-medium:
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Learn how to use Workfront Planning features.

Find what you need in Experience League, our vast collection of how-to content — including documentation, tutorials, and user guides.

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