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DocumentationWorkfrontWorkfront Guide

Use the My Updates area

Last update: Thu Dec 19 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

You can use the My Updates area to quickly review the approvals waiting for your decision or the conversations you have been included in.

As a user with a Review license, you can find the My Updates area in the Main Menu by default and the My Updates area is the default landing page for you.

For information about ÃÛ¶¹ÊÓƵ Workfront licenses, see ÃÛ¶¹ÊÓƵ Workfront licenses overview.

If you have a license type different than Review, the Workfront or Group administrator must add the My Updates area to your layout template to display it in the Main Menu. For information, see Customize the Main Menu using a layout template.

Access requirements

Expand to view access requirements for the functionality in this article.

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

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license*

New: Contributor or higher

Or

Current: Request or higher
Access level configuration View access or higher to any objects for which you are tagged in a conversation or need to resolve an approval (Projects, Tasks, Issues, Documents)
Object permissions View permissions or higher to projects, tasks, issues, documents where you are tagged in a conversation or need to resolve an approval

*To find out what plan, license type, or access you have, contact your Workfront administrator. For more information, see Access requirements in Workfront documentation.

Prerequisites

You must have the following before you begin:

  • If you have a Workfront license other than Review, your Workfront or Group administrator must add the My Updates area to the Main Menu using a layout template and assign you to that template.

  • Review-license users can view the My Updates area in their Main Menu by default.

Access the My Updates area

  1. Click My Updates in the Main Menu.

    The My Updates area opens.

    The approvals and requests for access that are assigned to you are listed in the first half of the page, under My Updates.

  2. (Optional) Scroll to the bottom of the My Updates area and click the right-pointing arrow to display more approvals that display on additional pages.

    note tip
    TIP
    The first five approvals or requests for access display by default. The remaining approvals display on additional pages. You can display a maximum of 2000 approvals in the My Updates area.

  3. (Optional) Expand the Filter drop-down menu in the upper-right corner of the My Updates section and select from the following:

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    All Approvals that are submitted to you or delegated to you by another user. For information about delegating approvals, see Delegate approval request.
    Delegated Approvals Approvals delegated to you by another user.
    My Approvals

    Approvals submitted to you.

    For more information about approving items, see Approving work.

  4. To approve or reject an item or suggest changes to a document before approving do the following:

    1. (Optional) Click the drop-down icon next to your approval decision (Approve, Changes,Reject) and add a comment, then click Add.

      Or

      Click Skip if you do not want to enter a comment.

      note note
      NOTE
      The Changes option displays only for document approvals.

      Depending on which drop-down icon you selected, the item is approved, rejected, or, in the case of a document approval, approved with a request to make additional changes.

      note tip
      TIP
      If you do not want to add a comment to your decision, you can click the Approve, Reject, or Changes button and the approval decision is granted immediately.
      For more information about approving work, see Approving work.

  5. Click Grant access to grant the access request submitted to you

    Or

    Expand the Change access drop-down menu to modify the access requested before you grant it.

  6. (Optional) Click Ignore to clear the access request from your approval list without granting it.

  7. Click Delegate my approvals to delegate the approvals submitted to you if you are unavailable to make approval decisions for some time. For more information about delegating approvals, see Delegate approval request.

  8. Scroll to the Mentions area underneath your approvals. Here, you can view all items where you have been included in a conversation.

    note tip
    TIP
    The first 50 mentions display by default.

  9. (Optional) Click Show More Updates to view more mentions.

  10. (Optional) Click Reply to respond to a comment, and do any of the following:

    • Start typing a reply

    • Use the Rich Text toolbar to format your text, add links, lists, emojis, quotes, or images to your message

    • Add users or teams to notify them of your reply.

      For more information about replying to updates, see Update work.

      When you are done adding the reply, clickSubmit.

  11. (Optional) Click Pin current page to pin the My Updates area to your top navigation.

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