Comments

Comments are where people talk about a piece of work. You'll find them at the bottom of a task and of a database record, and beside selected text on a page, so the conversation stays next to the thing it's about. Agents can leave comments on tasks too.

Leaving a comment on a task or record

1. Open the task or record.
2. At the bottom, under Comments, click Add comment.
3. Type your comment and press Enter to post it. Shift+Enter starts a new line, and Escape closes the box without posting.

Comments are plain text.

Replying

Click Reply under a comment to answer it in a thread. Replies can go three levels deep. After that, the Reply button doesn't appear, so start a new comment instead.

Editing and deleting

Open the ... menu on a comment you wrote and choose Edit or Delete. An edited comment is marked as edited. You can only edit or delete your own comments.

Comments on pages

On a page, comments are attached to a piece of text.

1. Select the text you want to comment on.
2. Click Comment in the toolbar that appears.
3. Type in Add a comment… and press Enter.

The text is marked. Click it to open the thread, where anyone who can edit the page can Reply. When the discussion is done, click Resolve: the mark and the thread are removed.

Who gets told

When someone else comments on a task you own or are assigned to, you can get a notification in your inbox. This is off by default. To turn it on, go to Settings, Preferences, and switch on Comments.

See Notifications and the bell.

Who can comment

Anyone in the workspace who can open the task can read its comments. Viewers can read them but can't post.

Related

• Tasks as work orders
• Notifications and the bell