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Comment on a Task
Updated over a week ago

Comment From the Tasks List

1. Navigate to the Tasks List in the Tasks slide-out menu.

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2. Select the needed Task name.

Clicking on the task name will reroute you to the Task workspace.

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3. Click on the comment icon on the right side of the task.

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4. In the pop-out window, start collaborating through comments.

Refer to our Collaborating with Comments training video to learn more about comments.

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Comment From a Client Record

1. Navigate to the Tasks tab in the desired client record.

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2. Select the Task name in the Task List.

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3. Click the comment icon on the right side of the task workspace.

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4. In the pop-out window, start collaborating through comments.

Refer to our Collaborate with Comments training video to learn more about comments.

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