Comments
A comment is a message on a record: a question on a task, review notes on a report, a heads-up on an invoice. It stays with the record, so the whole conversation about a piece of work is in one place, and the people who follow the record are notified. Anyone who can see a record can read its comments, and comment on it, even with read-only access.
Jump to:
Add a comment
- Open the record, such as a task or a document.
- Scroll to Comments at the bottom.
- Write your message.
- Click Post comment.
The comment shows with your name and the date.
Comments stay on the task, with their author and date.
Who is told
The record's subscribers are notified of new comments. To make sure someone sees your comment, add them as a subscriber first. See Subscriptions and Notifications.
Find comments
- On the record, under Comments.
- On the dashboard, the Latest comments widget lists the most recent comments, with the record each one belongs to. See Overview and dashboard.
- Comments are classified in the record's project and client, so they follow your selection in the left panel.
Example: a question on a draft report
A reviewer reads the draft Phase II report and posts a comment on the file asking for the boring logs in an appendix. The author, a subscriber of the file, is notified, uploads a new version, and answers on the same file, so the next reviewer sees both the question and the fix.
What you can do next
- Subscriptions to follow the records you comment on.
- Notifications for how you are told about comments.
- Collaborate with your team for a first walkthrough.