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Administrator Guide
Last Updated: 2023-12-15
Create Adoption Items

Create Adoption Items

Security:
Adoption Planning
domain in the Adoption functional area.
You can create adoption items to plan short-term or long-term feature adoption. Create adoption items from content on the
Adoption Planning
dashboard to track and represent deployment information as it relates to your business.
  1. Access the
    Create Adoption Item
    task.
  2. As you complete the task, consider:
    Field
    Considerations
    Type
    Select a type to categorize the adoption item.
    Example: Select
    New Feature
    to represent a What's New item you want to implement.
    Priority Evaluation
    Prioritize your adoption items with labels that reflect their importance. You can also create custom
    Priority
    labels to meet the needs of your organization.
    Status
    The status you set on an adoption item determines where it displays.
    Example: Select
    In Backlog
    to move an item to the backlog and manage it on the
    Maintain Adoption Backlog
    task.
    Inactive
    Select the
    Inactive
    check box to deactivate an item so that it doesn't display on the backlog.
    Custom Dates and Releases
    Use the
    Custom Date 1
    and
    Custom Date 2
    fields to create a unique time frame for deployment. Connect your deployment to a release unique to your business by:
    • Accessing the
      Maintain Adoption Customer Releases
      task.
    • Using the
      Customer Release
      field in the
      Roadmap
      section of the task.
    What's New Reference
    Use this prompt to create links between your adoption item and release notes published in the
    What's New in Workday
    report.
  3. (Optional) Access the
    What's New Item Actions
    task to create a large quantity of adoption items for features documented in the
    What's New in Workday
    report.
Run the
View All Adoption Items
report to view your adoption items.
Organize your adoption items by placing them on a roadmap or a backlog using the
Maintain Adoption Backlog
or
Maintain Adoption Roadmap
tasks. See Concept: Feature Adoption.