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Madalyn_Destafney
Madalyn_Destafney
New Participant
February 20, 2025

Planning Use Cases

  • February 20, 2025
  • 2 replies
  • 546 views

Hello, friends!
To anyone that has implemented WF Planning, I'd love to hear your specific use case - I know the reasoning why Planning was created, have read through documentation, and attended some webinars on it. But I'd like to understand some specific use cases:
- Why did you go with Planning instead of core WF for your specific use case?
- Are you using Planning only or a mix of Planning & core WF for your use case?
- Pros/cons about Planning implementation?
- Are you doing XYZ in Planning and then mapping record types to core WF and doing ABC in core WF/connecting the two?

If you're inclined to be extra generous, I'd even love a short time with you to see it over screenshare - feel free to send me a private message in Experience League!

    2 replies

    BridgettePr1
    BridgettePr1
    New Participant
    September 10, 2025

    We are just getting into the specifics for WF Planning.

    Our plan is to use a mix of both planning and core/workflow for our organization.

     

    Planning will be used primarily to capture our global taxonomy and high level details, then core will be used to execute on a more granular level - pulling details from the global records into more bite-sized campaign projects and workflows. One con we've had along the way is having to untangle processes that are currently happening outside the system in excel and figuring out how to document that process and move it to planning. Secondly, we are attempting to figure out how to scale the solution across multiple departments and execution channels, due to lots of nuanced ways of working. 

    It's crucial for us to get everyone STARTING in planning, and then kicking over details from planning to workfront core for execution. We're getting there, but not quite 100% yet. We have HIGH HOPES!

    F
    FemkeCr
    New Participant
    February 21, 2025

    I'm also interested in the use cases for Planning. We were very interested in using Planning, especially for the Goals part to have a general overview of all our goals and the execution of projects/programs within those goals. We just thought that Planning was not yet sufficiently developed. However, I was impressed by the looks in Planning, e.g., the Gantt Chart in Workfront looks less visual than the same view in Planning. In the end, we decided not to use it for now. 

    For the future, I hope that Adobe will keep on developing Workfront for non-marketing companies as well. At the moment, all we see in communications is almost only marketing-related.

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