Proofing Action/Comment Report | Community
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RowvillBh1
User Group Leader
User Group Leader
October 2, 2024
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Proofing Action/Comment Report

  • October 2, 2024
  • 7 replies
  • 1009 views

Description - Workfront should allow comments and actions within the proof to be reportable. 

Why is this feature important to you - Agencies and Marketing teams usually need to have visibility over the changes requested on a proof in order to trace the timeline of proofing. 

How would you like the feature to work - Ideally, it would be great to have a proof comments report that can possible include the parent proof's fields as well like proof status, proof decision, proof progress etc.

Current Behaviour - There is no way to report on Comments made on a proof within workfront.

7 replies

Richard_Carlson
Community Advisor
Community Advisor
October 3, 2024

It's not the same thing as a report, but can you go into the project updates for a timeline of all project updates, proof comments, etc?  How would you envision a proofing report working?  Would you want literally all of the comments for all of the projects in the report?  How would that work?

RowvillBh1
User Group Leader
User Group Leader
October 3, 2024

@richard__carlson Thanks. Do proof comments get logged currently in the project updates section? I'm not seeing them or maybe I'm missing something?

Essentially I just need a table view of all the proof comments/replies group-able by their parent proof, document or project. 

Richard_Carlson
Community Advisor
Community Advisor
October 3, 2024

@rowvillbh1 I don't see them in my environment either.  Comments used to be visible in the Update stream and each proof comment was prefaced with "Proof comment:" 

I am unable to see comments in project update streams now, I think that something may have changed with that recently.

KierstenKollins
Community Advisor
Community Advisor
October 3, 2024

I agree it would be helpful to be able to report on comments and actions. We definitely struggle in this area when leaders want something quickly on something that I am not able to export.

 

I do however use a note report with a filter to pull in proof comments that does help. 

 

I then pull in Note Text, Project Name, Document Name, Note Entry Date, and Owner Name as my columns.

 

Richard_Carlson
Community Advisor
Community Advisor
October 3, 2024

I also use "last note text" as a column in a project report to pull in data

RowvillBh1
User Group Leader
User Group Leader
October 3, 2024

@kierstenkollins Thanks a lot. Thats a great interim solution. I was able to replicate and create a similar note report.

October 19, 2024

Thank you @kierstenkollins, this is helpful. 

 

I might add this report into a dashboard to add at the project level just to view that projects notes, easier way to view while at the project level.