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Making Comments

Understanding Comments

You can communicate with other users regarding a specific object by making comments to the Updates tab of the object. You must have View access to the object.

Users who are assigned or subscribed to the object can view the communication thread. You can also tag users to add them to the communication thread.

You can reply to updates on the following objects: Is the reply the comment? Or are we talking about replying TO a comment? IOW, are these two paragraphs talking about two different kinds of tasks--comments vs tasks? What's the difference between update text and a comment?

  • Projects
  • Portfolios
  • Programs
  • Templates
  • Template Tasks
  • Tasks
  • Issues
  • Iterations
  • Stories
  • Users
  • Documents
  • Timesheets

Though the Teams object has an Updates area, users cannot make replies to it.

Comments that Roll Up to Higher-Rank Objects

There is an object hierarchy in Workfront. For information about this, see "Understanding the Interdependency and Hierarchy of Objects."

As shown in the following table, replies made to comments on certain lower-ranked objects roll up to the Update tab of higher-ranked objects. What does "roll up" mean?

Object On Which the Original Comment Was Made Object on which the Original Comment Rolls Up
Issue Project
Task Project
Project Program, Portfolio
Program Portfolio
User Team
Timesheet User, Team
Template Task Template
Story Iteration, Team
Iteration Team

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

Replying to Comments 

When you make a comment on a work object, that comment is added to the communication thread on the Updates tab for the object. You can add a reply to a comment made on any work object to which you have View access.

  1. Navigate to the object to which you want to add a reply, and locate the update or comment to which you want to reply.
    WhozInComment.png
    In addition to seeing the users who are actively engaged in the conversation, any users tagged in previous comments within the conversation thread display at the bottom of the thread. These users, along with any users subscribed to the object, receive notification whenever a comment or reply is made on the object. 
    NOTE When you click Reply, the list of tagged users becomes temporarily hidden. Once you post your reply, the list of tagged users displays once again.
  2. Click Reply on the update. 
    PrevReply.png
    A text field appears under the comment.
    NewUpdate_Reply.png
  3. Click Type a reply, then enter your reply.
  4. (Optional) To organize and add emphasis to your reply, using the Rich Text tools:

    1. On the Rich Text toolbar, click one or more formatting attributes, then enter the text.
      You can also use the following keystrokes to format text on the Updates tab:
      Attribute Toolbar Button Mac Shortcut Keys PC Shortcut Keys
      Bold mceclip10.png ⌘+b Ctrl+B
      Italics mceclip9.png ⌘+i Ctrl+I
      Underline mceclip8.png ⌘+u Ctrl+U
      Hyperlink mceclip7.png ⌘+K Ctrl+K
      Bulleted List mceclip6.png ⌘+Shift+8 Ctrl+Shift+8
      Numbered List mceclip5.png ⌘+Shift+7  Ctrl+Shift+7
      NOTE Rich Text formatting applied to a comment made via email does not display on the comment when viewed in the Updates tab.
      If your organization uses Workfront with Internet Explorer, any formatted text pasted into a comment loses its Rich Text formatting and displays as plain text. You can reformat the text using the attributes on the Rich Text toolbar.
    2. (Optional) To stop formatting text, deselect the attribute on the Rich Text toolbar.
      Formatting applied to a reply also displays in the update email notification.

      Rich Text formatting is not available for the following items:

      • Comments made in the Timesheets area
      • Note and Last Condition objects viewed in a report
  5. (Optional) To add emojis to your reply:
    1. Click where you want to insert an emoji.
    2. On the Rich Text toolbar, click Emoji (the smiley face), then select the emoji you want from the character list.
      EmojiPicklist.png
      NOTE Workfront does not replace punctuation emoticons, such as :), with emojis.
      Emojis are not available for the following items:
      • Comments made in the Timesheets area
      • Note and Last Condition objects viewed in a report
      Additionally, emojis that are applied to a comment made via a POP email account do not display on the comment in the Updates tab.
      The emoji feature in Workfront utilizes Unicode characters and, as such, displays only on browsers and operating systems that support Unicode code points. Users on a platform, browser, or operating system version different than yours might not have access to the same emojis.
      An unsupported emoji is represented by a black or white box. 
      NOTE Windows 7 supports only black and white emojis.
      Emojis that are applied to a comment made via email do not display on the comment when viewed in the Updates tab. 
    3. (Optional) To close the emoji list, click anywhere outside the list.
  6. (Optional) To add a link to additional information sources:
    1. Click where you want to insert a hyperlink. In the comment/update, click...?
    2. On the Rich Text toolbar, click the Hyperlink icon. Show button just below the step?
      The Create Link dialog box appears.createlink.png
    3. In the URL box, type or paste the URL of the source to which you want to link.
    4. In the Text to display box, type the link text that you want to display in the comment.
    5. Click Save.
  7. (Conditional) Click Reply to save the reply.
    Or
    If the task or issue is in a status of Complete or Closed, click Done

Making Comments on Timesheets

  1. Navigate to a Timesheet on which you want to make a comment.
  2. Click the Timesheet to open it.
  3. At the bottom of the Timesheet, click Include a comment.

    A comment field displays at the bottom of the Timesheet.
    timesheet_update_stream.png

  4. Type a comment.

  5. (Conditional)To save your comment without submitting the timesheet for approval, click Save for Later.
    Or
    To save your comment and submit the timesheet for approval, click Submit for Approval.
    Or
    If your Timesheet is not set up with an approver, click Save and Close Timesheet to save your comment.

    For information about the additional functionality available when adding a comment, see "Updating Work."

Making Comments via an Email Notification

Depending on how your email is configured, you might receive an email notification when a comment or update is made to certain objects to which you have access. 

The following is an example of an email notification triggered as a result of a comment made to the Updates tab of a task:

email.png

From the email, you can easily add a comment directly to the communications thread of the object in Workfront. You can also add a comment without logging in to Workfront.

Making a Comment from an Email Notification

When you receive an email notification, you can quickly open the associated Workfront object and add a comment directly to the communication thread.

  1. Click Comment on the email notification.
    The Details page for the object opens in Workfront.
  2. Navigate to the comment to which you want to add a reply.
    In addition to seeing the users who are actively engaged in the conversation, any users tagged in previous comments within the conversation thread display at the bottom of the thread. These users, along with any users subscribed to the object, receive notification whenever a comment or reply is made on the object. 
    NOTE When you click Reply, the list of tagged users becomes temporarily hidden. Once you post your reply, the list of tagged users displays once again.
  3. Click Reply, enter your reply, then click Reply.

Making a Comment Outside of Workfront

When you receive a Workfront email notification, you can quickly add a comment to the communication thread without logging in to Workfront. 

If your organization uses POP for email delivery, you need to configure Workfront to allow your POP users to respond to email notifications sent from Workfront. For more information, see "Using a POP Email Account to Comment on Work Items."

To add a comment to a Workfront email:

  1. From your email application, open the Workfront email to which you want to respond, then open a reply email window.
  2. Compose your comment.
  3. Click Send.
    Your comment is added to the communications thread of the object.

If your POP email client supports user signatures placed in a location other than the bottom of an email, you need to add the standard signature delimiter above your signature line. Otherwise, your signature will display in the Updates tab with all the comments you make. For more information, see the section "Removing the Signature Line from Comments Made Via POP Email" in "Using a POP Email Account to Comment on Work Items."

Deleting a Comment

Depending on the access your system administrator has given you, you might be able to delete comments you have made to the Updates tab of an object. For more information, see "Creating or Modifying Access."

You cannot delete comments made by another user.

  1. Navigate to the comment you want to delete.

    TrashCanComment.png
  2. Click the trash can, then click Yes, Delete it.
    The comment is deleted.

If a trash can icon is not displayed, your access level does not allow you to delete the comment.

Limitations of the Update Stream for Users and Teams

You cannot make updates on teams. The update stream for teams is populated by comments entered on the following objects:

  • Users
  • Timesheets
  • Stories
  • Iterations

In the update stream of users and teams, you can view the comments that have been entered in the past 90 days. 

If you want to see all the comments made on a user or a team, beyond the 90-day limit, you can build a report for notes. The report should not have a time filter that displays all comments made for users or teams. For more information about creating a note report, see "Creating a Report."

This article last updated on 2018-11-02 21:15:42 UTC