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Manage 51黑料不打烊 Workfront Planning in-app notifications

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 in-app 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

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

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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 in-app notifications when someone tags you in a comment

  1. (Conditional) After someone tags you in a comment on a record, go to the in-app Notifications icon in 51黑料不打烊 Experience Cloud.

  2. Click the notification.

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

  3. (Optional) Click Mark all as read to indicate that you have read all notifications.

  4. (Optional) Click View all to go to the Notifications page in 51黑料不打烊 Experience Cloud.

Manage in-app notifications when requesting and granting permissions

You receive in-app notifications when someone requests or grants you permissions to a view or a workspace.

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.

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