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Updating Work

Making updates on work allows you to communicate progress on projects, tasks, and issues. 

You can make updates either from within a project or from the My Work or Home area. Regardless of where you make an update, the information connects back to the project.

The Updates tab 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 that displays the following types of information:

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

    NewUserUpdate.png

    User updates made on tasks and issues also display on the parent project. However, user updates made on documents within a project do not display on the project Updates tab.

  • 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.
    SysUpdates.png
    Depending on your Workfront license, system updates might be enabled by default. You can filter out system updates or activities 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."

    Comments added to system updates do not display on the parent object. Only direct updates on the child object and updates added to existing comments display on 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 Start a new update, and type your update.
    CommentField.png
    The update that you enter is connected to the work item.
  4.  (Optional) Specify any of the following items:

    Commit Date: In the date picker, select the date that you commit to complete the work item. For information about Commit Date, see "Understanding Commit Dates."

    How's this going?: Select a new condition for the task or issue. For information about selecting a condition, see "Setting the Condition on a Task."

    Status: Click the arrow beside the current status, and then selecting the desired status from the drop-down menu. For information about setting a Status, see "Updating Task Status."

    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."

    Completion Bar: Indicate the percentage of work completed by sliding the progress bar to the desired percentage. You can also double-click the completion bar and enter the percent complete. This text is duplicated in Updating or Editing a Work Item in the Home Area.

    Notify: Identify users who need to be notified of the update. Users assigned or subscribed to the object automatically receive notification when an update is made.
    For information about how to include others on an update, see "Including Others on Updates."

    Private to my company: Disable to prevent users outside your company from being able to view this update.

  5. Click Update to submit the comment to Workfront.  

Filtering System Updates

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

You can filter out system updates and activities and display only user updates on all objects you browse.

You cannot filter out system updates on a user's homepage. To learn more about the user homepage, see "Sending Direct Messages to Other Users."

For more information about the difference between user and system updates, see "Understanding Update Status" section in "Understanding System-Tracked Update Feeds."

To filter out system updates:

  1. Navigate to the Updates tab on an object.
  2. Click the Show System Updates toggle to slide to the left.

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

To once again view system updates in the Update feed:

  1. Click the Show System Updates toggle to slide to the right.

***Remove references to My Work in 19.1

This article last updated on 2018-07-18 21:26:05 UTC