Workfront: How to Set Reminder for Update section

[VinoM]

Hi team,

I'm using Workfront for all my work. If any stakeholders mention a certain date in Workfront to follow up on, is there a way to set a reminder in Workfront to track that?

Please let me know if you have any suggestions.

Regards,

Vino

[kautuk_sahni]

@Kurt_Jones @Srinija_N @Richard_Le_ @ChrisStephens @RowvillBh1 @KatherineLa @KierstenKollins @IvanBebek-iX @MorganHatcher Tagging you here as I think your expertise could really help with this question. Thanks for taking a look!



 

[Madalyn_Destafney]

Hi there, no, you cannot natively set a reminder notification based on copy in an Update/comment. Perhaps through Fusion, but not natively. 

[KatherineLa]

The only way I can think of with Fusion might be to set a scenario to auto-create a task in a particular project with the planned completion date mentioned in the update. I'm honestly not sure I'd be willing to try it myself though, it would be a LOT to create it. 

Alternatively, you might try a Note report that looks for certain dates in the Note Text field. It would take some fiddling to refine, but at least you could see a summary of things mentioning a particular date.

[skyehansen]

I think it might be simpler than this. I'm pretty sure someone figured out a report to show "comments I liked". So in theory if you see a date in a comment, just like it, and then review your likes report.

[VinoM]

Hi @skyehansen,

Thanks for your insights. As of now, I'm using liking a comment wherever responses is not needed however to acknowledge the comments. Can you please help me how to generate or review my like report.  

Regards,

Vino

[VinoM]

Hi @Madalyn_Destafney

Thanks for your comments. Is there any possibility to create sub task at user end based on the update section comments.

Also, I'm using the notes section for status tracking and sharing with my stakeholders.   

Regards,

Vino 

[Madalyn_Destafney]

Hi there,

Sure, a user can manually create a task or subtask whenever they see fit based on your process. If you decide that your process is when a followup request on a certain date is mentioned in a comment, the project manager or whomever appropriate could make themselves a task or subtask for that date so it doesn't fall off the radar. This really just comes down to how you manage projects. Unless you can get Fusion to create the task for you triggered by seeing a date in an update, it's not something you can do natively/in an automated way. I think there's even risk with that bc dates may be included in comments that AREN'T referencing followups, so you may end up with automated tasks created that shouldn't be. 

[VinoM]

Hi @Madalyn_Destafney,

Thanks for your comments. I'll need a couple of days to get any further responses from community advisor. I'll mark your comment as fine by next week.

Thanks for your understanding.

Regards,

Vino