report on tagged updates? | Community
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Level 10
June 14, 2018
Question

report on tagged updates?

  • June 14, 2018
  • 15 replies
  • 2634 views
I don't think there's any way to flag an update other than by responding to it with something that you can search on, like hashtags. "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=2209ee74-8c6f-456f-92e7-a9b45f5175b5&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm2209ee74-8c6f-456f-92e7-a9b45f5175b5" https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=2209ee74-8c6f-456f-92e7-a9b45f5175b5&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm2209ee74-8c6f-456f-92e7-a9b45f5175b5 People periodically ask about stuff like this and my pushback is that updates aren't really where you leave directions about the task: those need to go back into either the task description or custom form field. I'm not sure if that's an option since I don't know your users and setup, but that's the ideal solution since any time some question comes up regarding the outcome of a task, I wouldn't want someone going through their updates looking for the historical record of how something came to be that way. If there's critical data, can the person creating the update, or the assigned user, use a task custom form field to update the new direction? Our project owners have a sort of journal entry field where they can date and describe direction changes for future reference, for example. -skye
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15 replies

Christina_Jarosz
Level 9
March 19, 2020
Thanks Skye. We're not looking to make any edits per se to the update - not add comment or information. Just literally add a flag or something of that sort that can be sorted. She's getting so many updates from being tagged in items, that its getting difficult for her to follow what she needs to do since some of these things are about the tasks she already has on her task or Home list. I thought perhaps by adding a date field, she can input today's date and it will sort based on that field being populated. But I can't seem to see how to do that, either. Christina Jarosz | Ascensus, LLC | Marketing & Communications
Level 10
March 19, 2020
You can inline edit a task if given the right permissions. The way I do it is add the people who need the most access to a "PM Team", and give the Team "Manage" access via sharing the project.
skyehansen
Community Advisor
March 19, 2020
hi Christina, I'm not sure I quite understand what you mean by adding a date (maybe to the update?). Regardless, I want to be sure to mention that Narayan has an updates dashboard that might serve: your user can search specifically for updates in which they were tagged and on specific dates or date ranges. Maybe this gets close to what you're asking for? You can get to the WF Pro through his store (it's free) but here's a quick review on how it looks. "https://www.youtube.com/watch?v=JqIEE2o6v5M&feature=youtu.be&t=1887" https://www.youtube.com/watch?v=JqIEE2o6v5M&feature=youtu.be&t=1887 -skye
Christina_Jarosz
Level 9
March 19, 2020
So - in Outlook - you can have multiple emails about the same subject. However, maybe only ONE do you need to take action on. You can 'flag' this one to add a visual flag to it that says 'Hey - I need to take action on this particular email'. That is what they are looking to do. So, if there are 10 comments related to one task they are assigned - they might not need to take any action on any of them but one. They would like to be able to 'flag' an update/notification (be it on a project, or a task, or a document....whatever object - they would like to flag that update. So they could, in theory, look at only the flagged updates out of 50+ updates for 13 tasks and know that they only have to take action on those. My thought - in the absence of being able to add a flag - would be to add a custom date field. So, if they were to populate a date in that field - they could sort it along the same way they'd sort a flag. Not ideal, but would do the trick. Right now they're getting lost in everything. And, since the updates function was no longer dependable last week they can't rely on getting an email notification each time. I did create a report that shows me all updates related to the current $$USER.ID grouped by received date for the past two week span. But again, it doesnt allow any kind of 'action' flag or in-line edit. I don't think it's possible. Christina Jarosz | Ascensus, LLC | Marketing & Communications
skyehansen
Community Advisor
March 19, 2020
ah, gotcha. Yes, that's correct, and why I said this might be a matter of coaching in terms of critical data being in a custom form, not in the updates. I'm so sorry. -skye