Objectives
2 min
Key Takeaways
- AI-Enhanced Record Generation:
- Summary: Integrating the AI Assistant into Workfront Planning automates record creation, ensuring efficiency and accuracy in defining and managing your marketing lifecycle. This integration enhances operational control, allowing you to create records that fit your specific business needs seamlessly.
- Example: Let's say your business needs to track leads, manage campaigns, and analyze performance. With Workfront Planning, you can design records that fit these specific needs. For instance, you can create a lead tracking record that includes fields for contact information, lead source, and follow-up actions. This flexibility allows you to efficiently manage your marketing activities and adapt to changes as needed.
- Combine Your Marketing Efforts:
- Summary: Workfront allows you to unify all your marketing activities into a single operational graph, leveraging your marketing data for maximum efficiency and insight.
- Example: Imagine you have separate campaigns for email marketing, social media, and content marketing. By integrating these activities into Workfront, you can see how they interact and support each other. For instance, you might find that social media posts drive traffic to your blog, which in turn leads to email sign-ups. This holistic view helps you optimize your strategy and resources.
- Improve Team Insights:
- Summary: Workfront Planning enables you to create and share custom views tailored to different team members and stakeholders, providing clear, actionable information.
- Example: Suppose your marketing manager needs a high-level overview of campaign performance, while your content creator needs detailed analytics on engagement metrics. By creating custom views in Workfront Planning, you can provide each team member with the specific information they need. This ensures everyone is aligned and can make informed decisions based on relevant data.
Adobe Solutions
- Workfront Planning
- AI Assistant
- Workfront Workflow
Terminology
- 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.
- 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 the
- Linked records - Combine planning and execution records to connect projects to the strategic priorities they support.
- Formula fields - Use lookup and formula fields to facilitate the aggregation of data across linked records.
- Status - an indicator used to signal a workflow position of a work item or of a strategic goal
- Project - a large amount of work that must be completed within a specific timeframe and must use a specific budget and number of resources
- Template - project templates are generic outlines of your most repeatable projects
- Report - a chart or table containing information about one given Workfront object and its related attributes
- Dashboard - you can add this field in a report or a view of the Report object, to display the dashboards on which the report is listed in a list
- Task - an activity that must be performed as a step toward achieving a final goal (completing the Project)
- Document - any file that is attached to an object within Workfront
- Custom Field - for custom data that allow the user to select from several options, these are the values from which a user can select