In this article you will learn:
1. What are status updates, comments, and feedback requests
Status updates on tasks, milestones, and checklist items provide a quick overview of a progress and can be updated at any time. Comments allow you to take notes or communicate with your team, while feedback requests enable you to ask task owners to update outdated statuses.
For projects, status updates now include the ability to change the project status and/or due date, with all changes recorded in the project history.
2. How to create status updates, comments, and feedback requests
2.1 Checking and Adding Status Updates for Tasks
Check Task Status:
Hover over a task and click on it.
Scroll down to the Activity Log on the focus card.
The latest status update appears at the top of the log.
Add a Task Status Update:
Click the Status Update button at the top of the focus card.
Update the status, adjust the duration and buffer time if needed, and add comments.
Click Submit to save the update.
The status update appears in the Activity Log on the focus card.
2.2 Checking and Adding Status Updates for Projects
Check Project Status:
Navigate to Project Home.
The latest status updates appear in the project history.
Add a Project Status Update:
Click the Status Update button in the project header.
Update the project status and/or due date using the date picker.
Enter a comment (optional) and mention colleagues using @.
Click Submit to save the update.
The update is recorded in the project history with a Status Update label.
Permissions:
Only Org Admins and Project Members with editing or admin rights can update statuses.
Status updates can be made on projects, templates, and scenarios.
Note:
To better track the latest project updates and modification, use the new column Last Updated in Project Lists to see when a project was last updated
2.3 Post comments
You can add comments without updating the task status.
Add a Comment:
Click the Comment tab on the status update card.
Enter your comments and submit them.
Comments will appear in the Activity Log on the focus card.
Edit or Delete Comments:
Click on a comment in the Activity Log.
Edit the text or delete it if necessary.
Click Save to confirm the changes.
2.4 Notifying Other Users
You can notify colleagues by mentioning them in your comments.
Notify a Colleague:
Use @mention in your comment to notify a colleague.
Submit your comment.
The mentioned user will receive an email with your comment and a link to the task or project.
Tip: You can edit your comment to mention additional users. Only newly added users will receive notifications.
2.5 Sending a Task Feedback Request
If a task status is outdated, you can request an update from team members.
Request a Status Update:
Navigate to the Home tab of the project.
Click Request Feedback.
Send a request email to all task assignees.
Assignees will receive an email with a list of tasks and a link to update their statuses.
3. What happens next?
Keep track of all your projects in the portfolio view
Bring your projects with your team to the next level