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Update or edit a work item in the Home 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 view and add updates to a work item within the Home area in ÃÛ¶¹ÊÓƵ Workfront. You can also edit other data related to the work item if you have access to edit it.

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: Standard

Or

Current: Work or higher
Access level configuration Edit access to Tasks and Issues
Object permissions Contribute permissions or higher to the tasks and issues that you need to work on

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

Overview of widgets where you can add comments or edit items in the Home area

You can add comments in the following widgets in the Home area:

Widget
Description
Boards
Displays any boards that you have created or have been invited to use
My Work
Displays tasks and issues assigned to you
My Projects
Displays projects that you own or projects you are on
My Tasks
Displays tasks assigned to you
My Issues
Displays issues assigned to you
My Requests
Displays all requests that you have submitted
My Approvals
Displays all of your pending, assigned, delegated, and submitted approvals
Mentions
Displays recent comment threads across Workfront, similar to the My Updates page, as well as a reply button that allows you to compose a reply within the widget.

You can edit work items in the following widgets in the Home area:

Widget
Description
Boards
Displays any boards that you have created or have been invited to use
My Work
Displays tasks and issues assigned to you
My Projects
Displays projects that you own or projects you are on
My Tasks
Displays tasks assigned to you
My Issues
Displays issues assigned to you
My Requests
Displays all requests that you have submitted
My Approvals
Displays all of your pending, assigned, delegated, and submitted approvals

Add a comment to a work item in the My Work widget

You can provide updates on any work item in the My Work widget:

  1. Click the Main Menu in the upper-right corner, or the Main Menu in the upper-left corner, if available, then click Home.

  2. (Conditional) Click Customize to add the My Work widget.

  3. Locate the work item that you want to update in the My Work widget.

  4. Hover over the name, then click the Add new update icon.

  5. Begin typing your comment.

  6. (Optional) In the Tag people or teams box, start typing the name or the email of a user, or a team that you would like to include in this comment, then select it when it displays in the list.

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

  8. Click Submit to add the comment to the work item.

    note important
    IMPORTANT
    You can edit your comment only within 15 minutes from submitting it. To edit a comment, click the More menu in the upper-right corner of the comment, then click Edit.

    For more detailed information about adding updates, see Update work.

Add a comment to an item in the Mentions widget

  1. Add the Mentions widget to your Home area.

  2. Locate the item that you were included in an update for and which you want to reply to.

  3. Click Reply.

  4. Begin typing your comment.

  5. (Optional) In the Tag people box, start typing the name of a user or a team that you would like to include in this comment, then select it when it displays in the list.

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

  7. ClickSubmitto add the comment to the work item.

    note important
    IMPORTANT
    You can edit your comment only within 15 minutes from submitting it. To edit a comment, click theMoremenu in the upper-right corner of the comment, then clickEdit.

    For more detailed information about adding updates, see Update work.

Edit a work item

You can edit any field on any work item that you have access to edit.

  1. Click the Main Menu in the upper-right corner, or the Main Menu in the upper-left corner, if available, then click Home.

  2. (Conditional) Click Customize to add the My Work widget.

  3. Hover over the work item, then click the Summary icon.

  4. In the Summary panel, hover over the field you want to edit.
    If you have rights to edit the field, the field is highlighted as you hover over it.

  5. Click the field that you want to edit, then make your desired update.

  6. Click away from the field to save your changes.

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