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Updating Work

Making updates on work allows you to keep track of progress for projects, tasks, and issues.

You can make updates to work within a project or from the My Work area. Regardless of where an update is made, the information ties back to the project.

The Updates tab available for users and teams shows up to 200 of the most recent updates that have been made within the past 90 days. 

Understanding Update Status

Projects, tasks, and issues each have an Updates tab.

Update Types in the Update Status Feed

The Update Status feed on the Updates tab displays the following types of information:

  • User updates: User updates are comments that are entered by you and other users in your system.

    User updates made on tasks and issues are also displayed on the parent project. However, user updates made on documents within a project are not displayed on the project.

  • System updates: System updates include removing assets, adding or deleting versions, attaching or removing an approval request, as well as any edits or changes made to the documents on the object.
    sys_updates.png

    Depending on your Workfront license, system updates might be enabled by default. You can filter out system updates so that you see only user updates for all objects, as described in Filtering System Updates.

    System administrators can determine what is tracked in system updates. For more information, see "System-Tracked Update Feeds."

NOTE Comments added to system updates do not roll up to the parent object. Only direct updates on the child object and updates added to existing comments roll up to the parent objects.

Updating a Work Item

To make an update on a work item:

  1. Navigate to the work item for which you want to provide an update (such as a project, task, or issue).
  2. Click the Updates tab.

  3. Click in the Update Status box and enter your update.

    UpdateStream.png

    The update that you enter is connected to the work item.

  4.  (Optional) Format the update you make by selecting the desired formatting attribute on the toolbar, and then entering the text.

    To learn more about using formatting tools, see "Making Comments."

  5. Specify the following information:
    Commit Date: For information about Commit Date, see "Commit Dates."

    Condition: For information about selecting a Condition, see "Setting the Condition on a Task."

    Status: For information about setting a Status, see "Updating Task Status."

    Keep in mind that updating the status of a work item does not automatically change the status of a project. Depending on how your project is set up, you might need to make updates to the project status separately. For more information on the various project update types, see "Project Update Type."

    Including Others: For information about how to include others on an update, see "Including Others on Updates."

    Make this private to my company: Clicking the lock icon turns it into a closed lock. Only people from the same company as yours are able to see this comment. 

  6. Click Update to submit the comment to Workfront.  

Filtering System Updates

You can filter out system updates and display only user updates on all objects you browse. System updates record the following actions:

  • Removing assets
  • Adding or deleting versions
  • Attaching or removing an approval request
  • Alerting to edits or changes made to the documents on the object

For more information about the difference between user and system updates, see "Understanding Update Status."

To filter system updates:

  1. Navigate to the Updates tab on an object.
  2. Click Filter System Updates.


    The Filter System Updates option is persistent across objects throughout Workfront and remains active, even if you log out of Workfront.

To once again view system updates in the Update Status feed,

  1. Click Show System Updates.