Report blockers and improvement feedback

Reporting and resolving workflow issues

To report a problem or issue that blocks task completion, use the Blocker comment feature. Navigate to the task, add a comment, select the Blocker option (red flag icon), and explain the problem. To resolve the issue once fixed, find the blocker comment and click Resolve.

Report task blockers

When a task can’t be completed due to an issue, report it as a blocker (previously called “report/resolve problem”):

1. Open the task where the problem exists.
2. Go to the Comments section.
3. Click Add Comment and choose the Blocker option (often a red flag icon).
4. Explain the problem in the comment and click Post.
5. Notifications: Everyone involved is notified (in-app and email) about the blocker.
6. Visual indicators: The task gets a red border/icon, and the process bar might also turn red to highlight the problem.

Resolve blockers

Anyone involved with the task can mark a blocker as resolved:

1. Go to the comment reporting the blocker.
2. Click the option to Resolve the issue (this might be under a menu on the comment).
3. You might add a comment explaining how it was fixed.
4. The red indicators disappear, and the resolving comment might be highlighted green.

Find processes with unresolved issues

To see running processes with active blockers:

1. Go to the Tracker view.
2. Click Add Filter.
3. Choose the filter Show -> With issues.

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Suggest template improvements

Add improvement comments directly on templates to make future processes better.

Add improvement comments

1. Go to the Templates library and View the template.
2. Find the specific step you have feedback for.
3. Click the Comment button on that step.
4. Type your suggestion for improving the step in future processes.
5. Click Submit.

Important: These comments attach to the template step itself - they’re not tied to any specific running process.

View improvement comments

If you can edit the template, here’s how to see these suggestions:

1. Open the template in Edit mode.
2. Go to the Comments section in the sidebar.
3. View comments grouped by step.
4. Alternatively, click a step in the editor; if it has comments, an indicator shows them.

Act on improvement comments

Template owners/editors can:

• Mark comments as ‘Read’.
• Edit the template based on feedback.
• ‘Hide’ addressed comments.
• Reply for clarification.

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