How do I add comments to a task?

 

Users can add comments to a task by clicking on a task within the Operations phase (the “Installation Agreement” in this example) and then clicking on “History”- a text box will appear. Confirm the comment by selecting the blue “Comment” button below the text box.

Comments will display in the “History” feed as shown.

Comments can be set as public or private. Select the dropdown menu adjacent to “Audience” to change the comment designation from “Public” (anyone with access to the project) to “Private” (exclusively members within your organization with access to the project and Operations phase) before publishing the comment composed in the text box.

Private comments will display in the “History” feed as well, and are noted as “Private” in the feed.

Note that published comments can be edited or deleted - to delete a comment, select the trashcan icon on the relevant comment and confirm deletion through the popup modal.

To edit an existing comment, select the pencil icon highlighted in orange.

A text box will appear with the comment as it was published - edit accordingly, and select the blue “Save” button to confirm changes.

Note that editing functionality is the exact same for both public and private comments, and that the “Public” vs. “Private” designation can be changed while editing - select the highlighted carrot next to the current status of the comment to change between the two statuses.

Lastly, note that users will only see the edit and delete options for comments they have written - i.e. users cannot edit or delete automated EverBrightBot messages and comments by other users.

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