Comment From the Tasks List
1. Navigate to the Tasks List in the Tasks slide-out menu.
2. Select the needed Task name.
Clicking on the task name will reroute you to the Task workspace.
3. Click on the comment icon on the right side of the task.
4. In the pop-out window, start collaborating through comments.
Refer to our Collaborating with Comments training video to learn more about comments.
Comment From a Client Record
1. Navigate to the Tasks tab in the desired client record.
2. Select the Task name in the Task List.
3. Click the comment icon on the right side of the task workspace.
4. In the pop-out window, start collaborating through comments.
Refer to our Collaborate with Comments training video to learn more about comments.