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Making Comments

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

Understanding Comments

Comments allow you to communicate with other users regarding a specific object to which you have View access.

You can reply to updates 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 replies to 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."

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. 

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

  1. Navigate to the object to which you want to reply.
  2. Locate the update or comment to which you want to reply.
  3. Open a text field for the update or comment.
    • In the Production environment, click Comment on the update.
      A text field displays under the comment.
    • In the Preview environment, click Reply on the update.
      A text field displays under the comment.
      NewUpdate_Reply.png
  4. Enter a comment in the text field.
    • In the Production environment, click in the Update field, then enter your comment
    • In the Preview environment, click on Type a reply, then enter your reply.
  5. (Optional) Add emphasis to your reply using Rich Text formatting.

    1. On the Rich Text toolbar, click one or more formatting attributes, then enter the text.
      Or
      Type the shortcut keys for a formatting attribute, then enter the text.
      Or
      Highlight existing text, then click one or more formatting attributes on the Rich Text toolbar or enter the formatting shortcut keys.

      The following table illustrates the keystrokes you can use 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.
    2. (Conditional) 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
  6. (Optional) Add emojis to your reply.
    1. Click where you want to insert an emoji.
    2. (Conditional) On the Rich Text toolbar, click Emoji (the smiley face), then select the desired emoji from the character picklist.

      Or
      Begin typing the name of the emoji, then select the emoji from the picklist.

      NOTE Workfront does not replace punctuation emoticons, such as :), with emojis.
      Or
      Click Emoji on the Rich Text toolbar, type a description of the emoji in Search, then select the desired emoji from the picklist.
      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 you might not have access to the same emojis.
      An unsupported emoji is represented by a black or white box. 
      NOTE Windows 8 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. (Conditional) To close the emoji picklist, click anywhere outside the picklist.
      Or
      To close the search picklist, press Escape.
  7. (Optional) Add a link to additional sources.
    1. In the text field, click where you want to insert a hyperlink.
    2. On the Rich Text toolbar, click Hyperlink.
      Or
      Type the hyperlink shortcut keys.

      The Create Link dialog box is displayed.

      createlink.png
    3. In the URL box, enter or paste 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 comment.
    5. Click Save.
  8. (Optional) Paste text that you have copied from another application.
    NOTE 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.
  9. Save the comment or reply to the Updates tab.
    • In the Production environment, click Comment to save the comment.
    • In the Preview environment, click Reply to save the reply.
    • 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. 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."

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, and a text field below the original update or comment displays.
  2. Enter your comment.
    • In the Production environment, enter your comment in the text field, then click Comment.
      Making_Comment_Email.png
    • In the Preview environment, click on Type a reply, enter your reply, then click Reply.
      NewUpdate_Reply.png

Making a Comment Outside of Workfront

When you receive an 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 "Allowing Users to Reply to Email Notifications."

  1. From your email application, 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 update stream with all the comments you make. For more information, see "Removing the Signature Line From Comments" in "Allowing Users to Reply to Email Notifications." 

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 update stream 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 and locate the trash can icon.
    • In the Production environment, mouse over the right side of the comment log to display the trash can icon.4a.png
    • In the Preview environment, the trash can icon displays above the comment.
      TrashCan.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 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 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 2018-04-12 19:13:09 UTC