---
title: Campaign Planning
slug: sanjosebootcamp/campaign-planning
docTags: 
createdAt: 2025-02-07T16:44:07.946Z
---

### Description

Once in Workfront Planning, Claire examines the status of each campaign, ensuring that all tasks are on track and deadlines are being met. She also reviews the creative references linked from Adobe Experience Manager Assets, which provide valuable insights into the content being produced for the campaigns. By examining these records, Claire can make informed decisions about resources and timelines, ensuring that the WKND team's marketing efforts are well-coordinated and effective.

### Navigating the Workspace

Claire uses the WKND Workfront Planning workspace to manage and review upcoming marketing campaigns. This workspace provides comprehensive visibility into operational details, allowing Claire to create custom views and calendars for campaigns, events, and deliverables.

- Begin by clicking on the main menu button and selecting the **Planning** module.

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- In the Planning module, you can have shared **Workspaces** for different teams. Click on the **WKND** workspace to enter it.

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- In the WKND workspace, click on **Campaigns** under the Operational Record Types section.

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- The main two areas you will focus on are the **View** options at the top and the **Records** in the middle for each Campaign.

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:::BlockQuote
The view you'll begin with is called Table View and lists all the records that currently exist in the WKND workspace.
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- Begin by clicking on the “Explore Beyond Limits” campaign name to view its **Details**.

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- Scroll through to read details about this campaign along with the ability to see comments and history on the right-side panel.

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- Click on **Connections** at the top left to see how this campaign record is linked to other Planning records in this workspace: **Personas**, **Brands**, and **Products**.
- Click on the X button at the top right to close the details window for this campaign record.

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### Planning Views

Claire can create custom views tailored to her team's needs. For example, she can set up views that display specific fields relevant to campaign performance, such as budget, timelines, and target audiences. This customization helps her focus on the most critical information without being overwhelmed by unnecessary data.

- Underneath the **Campaigns** header, you will see options for changing the view of the campaign records. Currently, you are viewing it in **Table View**.
- Click through to try out the **Calendar View** and **Timeline View** to see the other types of views that are available.

:::BlockQuote
These views can be customized and shared with your team. All current views in the WKND workspace are configured to be accessible to anyone with workspace access.
:::

- Click the **+** icon to create a new view, and enter a name of **FirstName View. **(1 & 2)
- Select the **Timeline** view type, and click the **Next** button. (3 & 4)

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- Set the start date field to **Launch Date**, and the End date field to **End Date**.
- Click the **Create** button to finalize your view.

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- Hover over your newly created view and click the **three ellipses** button that appears, then select **Share** in the menu options.
- Confirm your view is setup to only allow invited people to access, and click the **Save** button.

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:::BlockQuote
By default your view will only be accessible by you the creator, but you can add additional people from this Share screen.
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- Click on the **Grouping** button.
- Click on the **Choose a different field** link.

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- Search for **Status** and choose this as the field grouping option. (1)
- Click on the **Settings** button at the top right of the View. (2)



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- Click on the **Bar style** tab (1), and then on the **Add field** button (2).
- Click on the **Status** field to add it to the timeline. (3)

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- Click on the **Color** tab, and select Field values for the grouping color. (1)
- Select the **Field values** option for record color. (2)
- Select **Status** in the "Match the record color to \*" dropdown. (3)
- Click the **Save** button to update the settings of your view. (4)

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- "\_\_yourFirstName\_\_ View" table will update with the new settings. Navigate back to **Table View.**

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