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Updating Work

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

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 Update Streams available to users and teams show up to 200 of the most recent updates that have been made within the past 90 days. 

Understanding the Update Stream

Projects, tasks, and issues each have an Update Stream.

The Update Stream displays the following types of information:

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

    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 in the Update Stream on 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 comments on the child object and comments 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 field and enter your comment in the Update field.

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

  4.  (Optional) You can format the comment you make by selecting the text you want to emphasize, then clicking the desired attribute button on the mini toolbar.

    For more information, see "Making Comments."

  5. Specify the following information:

    Comment: For information about entering comments, see "Making Comments."

    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."

    Commit Date: For information about Commit Date, see "Commit Dates."

    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 in the Update Stream 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 the Update Stream."

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 Stream,

  1. Click Show System Updates.