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Making Comments

Understanding Comments

Comments allow you to communicate with other users regarding a specific object.

You can make comments on any object you have access to View.

Objects and the Update Stream

Comments, or updates, are saved in the Update Stream of the objects that can be found on the Updates tab of any object. For more information about the Update Stream, see "Understanding the Update Stream."

You can enter updates or make comments on the following objects:

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

The Teams object has an Update Stream, but you cannot make comments on it.

Comments that Roll Up to Higher-Rank Objects

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

When you make comments on some lower-ranked objects, they roll up in the Update Stream of higher-rank objects. 

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.

The following table illustrates which comments roll up to higher-rank objects:

Object of Original Comment  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

Making Comments on Objects

Updating Status and Making Comments

You can update the status and make comments on the following objects:

  • Projects
  • Tasks
  • Issues
  • Documents
  • Iterations
  • Stories
  • Templates
  • Template Tasks

To make comments:

  1. Navigate to the object to which you want to add a comment.
  2. Click the Updates tab.
  3. Click in the Update Status box.

    A comment box displays in the Update Status area.

  4. Enter a comment.

  5. (Optional) Add emphasis to your comment using Rich Text formatting.

    1. Select the desired formatting attribute on the toolbar, then enter the text.
      Or
      Type the shortcut keys for the formatting attribute, then enter the text.
      Or
      Highlight existing text, then select the formatting attribute from the toolbar or enter the formatting shortcut keys.RTF.png

      The following table illustrates the keystrokes you can use to format text in the Update Status box:

      Attribute Toolbar Button Mac Shortcut Keys PC Shortcut Keys
      Bold  Bold_btn.png ⌘+b Ctrl+B
      Italics  Italic_btn.png ⌘+i Ctrl+I
      Underline  Underscore_btn.png ⌘+u Ctrl+U
      Hyperlink  Hyperlink_btn.png ⌘+K Ctrl+K
      Bulleted List  Bullet_btn.png ⌘+Shift+8 Ctrl+Shift+8
      Numbered List  Number_btn.png ⌘+Shift+7  Ctrl+Shift+7
    2. (Optional) To stop formatting text, deselect the attribute on the toolbar or re-type the shortcut keys for the attribute.
      Formatting applied to a comment in the Update Status box also displays in the update email notification.

      Rich Text formatting is not available for the following items:

      • Comments made in the Timesheets area
      • Comments made in the My Work area
      • Note and Last Condition objects viewed in a report
  6. (Optional) Add a link to additional sources.
    1. In the Update Status box, click where you want to insert a hyperlink.
    2. Click the hyperlink button on the mini toolbar.
      Or
      Type the hyperlink shortcut keys.

      The Create Link dialog box is displayed.

    3. In the URL box, paste or enter the URL of the source to which you want to link.
    4. In the Text to display box, enter the link text that you want to display in the Update comment.
    5. Click Save.
  7. Click Update to save the comment to the Updates tab. 
    Or
    If the task or issue is in a status of Complete or Closed, click Done.

For information about the additional functionality available when adding a comment and updating the status of an object, see "Updating Work."

Adding a Comment

The following objects allow only for a comment to be added, as they do not have a status to be updated:

  • Programs
  • Portfolios
  • Users

To make comments:

  1. Navigate to the object where you want to add a comment.
  2. Click the Updates tab.

    A comment field appears on the Updates tab.

  3. Enter a comment, then click Update.

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

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 appears at the bottom of the Timesheet.

  4. Enter 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."

Deleting a Comment

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

NOTE You cannot delete comments made by another user.

  1. Navigate to the comment you want to delete.
  2. Mouse over the right side of the comment log.4a.png
  3. (Conditional) If a trash can is displayed, click the trash can, then click Yes, Delete it.

    If a trash can 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 only 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, so that it displays all comments made for users or teams. For more information about creating a note report, see "Creating a Report."