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 Tasks tab of the contact record.

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

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

To learn more about comments, refer to our Collaborating with Comments training video.

Comment From a Contact Record

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

2.  Select the Task name in the Task List.

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

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

To learn more about comments, refer to our Collaborate with Comments training video.