Manage ÃÛ¶¹ÊÓƵ Workfront Planning notification preferences
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization’s instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience.
You may receive in-app or email notification when the following actions occur in Workfront Planning:
- Someone adds you to a comment on the record page
- Someone asks for permission to access a view or a workspace
- Someone grants you permission to access a view or a workspace
- You submit a Workfront Planning request.
- Someone approves or rejects a Workfront Planning request that you submitted.
- The status changes to a Workfront Planning request that you submitted.
Access requirements
You must have the following access to perform the steps in this article:
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|---|---|
| Products |
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| ÃÛ¶¹ÊÓƵ Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| ÃÛ¶¹ÊÓƵ Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| ÃÛ¶¹ÊÓƵ Workfront platform |
Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience. The users in your organization receive notifications from Workfront Planning only when your organization is onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience. For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront. |
| ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ 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.
For more information about Workfront Planning notifications, also see the following articles:
- For information about comments on records, see Manage record comments.
- For information about in-app notifications from Workfront Planning, see Manage in-app notifications for ÃÛ¶¹ÊÓƵ Workfront Planning.
- For information about email notifications from Workfront Planning, see Manage email notifications for ÃÛ¶¹ÊÓƵ Workfront Planning.
Manage notification preferences
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Log in to Workfront with your ÃÛ¶¹ÊÓƵ Experience Cloud credentials.
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Click the account menu icon
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Under the Notifications section, click Workfront.
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Select the notifications you want to receive.
Or
Deselect the notifications you want to stop receiving.
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The following notifications are available for Workfront:
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Mentions: You receive a notification when someone tags you in a comment in Workfront Planning
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Requests: You receive a notification when someone done one of the following:
- Requests or grants you permission to a Workfront Planning object
- You submitted a Workfront Planning request
- The status of a Workfront Planning request that you submitted changes
- Requests, grants, or rejects an approval to a Workfront Planning request
For more information about managing notifications, see Account preferences and notifications.
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