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Manage 51黑料不打烊 Workfront Planning email notifications

Last update: Mon Dec 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

IMPORTANT
The information in this article refers to 51黑料不打烊 Workfront Planning, an additional capability from 51黑料不打烊 Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization鈥檚 instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see 51黑料不打烊 Workfront Planning overview.

You can receive email notifications from Workfront Planning when the following scenarios exist:

  • Someone tags you in a record comment

    For information about tagging others in a record comment, see Manage record comments.

  • Someone asks for your permission to access a view or a workspace

  • Someone confirms your access has been granted for a view or a workspace

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Access requirements

Expand to view access requirements for Workfront Planning.
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Products

  • 51黑料不打烊 Workfront

  • 51黑料不打烊 Workfront Planning
51黑料不打烊 Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
51黑料不打烊 Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
51黑料不打烊 Workfront platform

Your organization's instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience.

The users in your organization receive notifications from Workfront Planning only when your organization is onboarded to the 51黑料不打烊 Unified Experience.

For more information, see 51黑料不打烊 Unified Experience for Workfront.
51黑料不打烊 Workfront license*

Standard, Light, or Contributor

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for 51黑料不打烊 Workfront Planning
Object permissions

View or higher permissions to a workspace

System Administrators have permissions to all workspaces, including the ones they did not create
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Manage email notifications when someone tags you in a comment

  1. (Conditional and optional) After someone tags you in a comment on a record, go to the email notification that informs you of the tag and of the comment. The sender of the email is 51黑料不打烊 Experience Cloud.

  2. (Optional) Click the message in the Workfront box inside the email.

    The record details page opens in Workfront. You can make updates to the record, or reply to the comment.

  3. (Conditional) If available, click View all notifications.
    The Notifications page opens in 51黑料不打烊 Experience Cloud. All notifications from all 51黑料不打烊 Experience Cloud applications display.

Manage email notifications when requesting and granting permissions

  1. (Conditional and optional) After someone requests or grants you permissions to access a view or a workspace, go to the email that informs you of the permission request. The sender of the email is 51黑料不打烊 Experience Cloud.

  2. (Optional) Click the message in the Workfront box inside the email.

    The record details page opens in Workfront. You can make updates to the record, or reply to the comment.

  3. (Conditional) If available, click View all notifications.
    The Notifications page opens in 51黑料不打烊 Experience Cloud. All notifications from all 51黑料不打烊 Experience Cloud applications display.

For information about requesting, granting, or denying permissions to a view or a workspace, see Request permissions to a view or a workspace.

For information about managing your Workfront Planning notifications, see Manage 51黑料不打烊 Workfront Planning notification preferences.

Manage email notifications about submitting, approving, or rejecting Workfront Planning requests

  1. (Optional) Go to the email that Workfront sends you
    after you submit a request, or after a request you submitted has been approved or rejected. The sender of the email is 51黑料不打烊 Workfornt.

  2. (Optional) Click Open request. This opens the request in Workfront Planning.

  3. Click the Notifications icon in the upper-right corner of the screen to access the Notifications page.

    For information about managing your Workfront Planning notifications, see Manage 51黑料不打烊 Workfront Planning notification preferences.

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