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Commenting on Tasks

Learn how to add comments to tasks, and how the notifications will appear.

 

Steps to Add a Comment to a Task

  1. Identify the task you wish to add a comment on (using the filters if needed).
  2. Select the mail icon / comments text.
  3. Add your comment.
  4. Select the green tick / save.

 

Comment Notifications

NOTE: It is important that users have notifications toggled on for comments on records & tasks.

  1. Go to your account settings
  2. Go to notifications
  3. Toggle on either the in app and/or email notifications for comments on records and tasks.
  • The user who created the record/ task will receive a notification that a comment has been added to the record/task.
  • The users who have previously commented on the record/ task will receive notifications moving forward when other users also comment on that specific record/ task.

     

 

Related Articles

  1. Create a Task
  2. Edit a Task
  3. Copy a Task
  4. Notifications
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