51ºÚÁϲ»´òìÈ

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Manage record comments

Last update: Wed Nov 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
The information in this article refers to 51ºÚÁϲ»´òìÈ Workfront Planning, an additional capability from 51ºÚÁϲ»´òìÈ Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization’s instance of Workfront must be onboarded to the 51ºÚÁϲ»´òìÈ Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see 51ºÚÁϲ»´òìÈ Workfront Planning overview.

You can collaborate on 51ºÚÁϲ»´òìÈ Workfront Planning records, by adding comments or replies in the right panel of a record. You can also view other changes made to the record and recorded by the system in this area.

The right panel of a record displays the following sections:

  • Comments: Displays comments and replies users add to records.
  • History: Displays system-recorded changes that users make to the record fields. For more information, see History section overview.

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

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Products

  • 51ºÚÁϲ»´òìÈ Workfront

  • 51ºÚÁϲ»´òìÈ Workfront Planning
51ºÚÁϲ»´òìÈ Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
51ºÚÁϲ»´òìÈ Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
51ºÚÁϲ»´òìÈ Workfront platform

Your organization's instance of Workfront must be onboarded to the 51ºÚÁϲ»´òìÈ Unified Experience to be able to access all the capabilities of Workfront Planning.

For more information, see 51ºÚÁϲ»´òìÈ Unified Experience for Workfront.
51ºÚÁϲ»´òìÈ Workfront license*

Contributor, Light, or Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for 51ºÚÁϲ»´òìÈ Workfront Planning
Object permissions

View or higher permissions to a workspace

System Administrators have permissions to all workspaces, including the ones they did not create
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Considerations about commenting on a record

  • You can add comments and replies to records in Workfront Planning, in the Comments section of a record.

  • Comments added to linked records do not display on the records you are linking from. For example, if you comment on a Workfront Planning Product record that is linked to a Campaign record, the comment displays only on the Product record in Workfront Planning and not on the Campaign record from which you are linking.

  • You can add comments to Workfront Planning records created as a result of a connection between a record and an object from another application.

    For example, you can comment on the Project Workfront Planning record after you connect Workfront projects with Workfront Planning records. For more information, see Connect records.

  • Comments added to linked objects in other applications do not display in Workfront Planning and comments added to linked objects in Workfront Planning do not display in other applications.

    For example, comments added to projects in Workfront do not display on the same project linked to a campaign in Workfront Planning, and comments added to the project Workfront Planning record don’t display in Workfront.

  • You can tag users to bring their attention to an update. Tagged users do not receive an in-app notification or an email about your update.

  • You can tag users to bring their attention to an update. Tagged users receive an in-app notification or an email notification about your update.

    note note
    NOTE
    Only users from customers who have onboarded with the 51ºÚÁϲ»´òìÈ Unified Experience receive both an in-app notification and an email notification. To determine whether your company is using the 51ºÚÁϲ»´òìÈ Unified Experience, see 51ºÚÁϲ»´òìÈ Unified Experience for Workfront.

  • You can add an update to records and review the history of changes from the following areas of Workfront Planning:

    • From the record details page.
    • From a view, in the record details box.

Manage comments on records

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51ºÚÁϲ»´òìÈ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click the card of a workspace.

    The workspace opens and the record types display on cards.

  4. Click a record type card.
    The record type page opens and all records of that type display.

  5. Choose a table view from the View drop-down menu.

  6. Click the name of a record in the table view.

    The record’s Details page opens. The Comments area opens by default in the right panel.

  7. (Conditional) If the right panel does not open by default, click the Show Comments icon in the upper-right corner to open the Comments section.

  8. Start entering a comment in the New comment box.

    note tip
    TIP
    Navigating away from the Comments section before you finish typing and submitting a comment keeps the comment on the page in draft mode even after you log off and log back on. Any images that are added to the comment are also saved in the draft. Drafts are saved for 7 days after which they are discarded and cannot be recovered. Drafted comments are only visible to the user entering them.

  9. (Optional) To undo or redo a change, use the following shortcut keys:

    • CTRL + Z (⌘+z for Mac) to undo a change
    • CTRL + Y (⌘+y for Mac) to redo a change

  10. (Optional and conditional) If your Workfront instance is part of the 51ºÚÁϲ»´òìÈ Unified Experience, add @ followed by the name of a user to tag someone in the update. For more information, see the section Considerations about commenting on a record in this article.

  11. (Optional) Use the options in the Rich Text toolbar to format your text, add emojis, links, or images to your update, to enhance your content.

  12. Continue adding comments to the record.

    For more information about updating objects, including Workfront Planning records, see Update work.

  13. (Optional) Click the More icon in the upper-right corner of the comment, then click Delete to delete the comment.

  14. (Optional) Click the Hide Comments icon to close the right panel.

History section overview

You can review the changes made to the record in the History section of the right panel of a record.

For more information, see History section overview.

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