Using Comments for Tasks

In CosmoLex, you can use comments as a way to communicate with users on a firm level about a task that was completed or not done. You can notify a user of a task that needs to be completed as well. This is what we call task workflow management.

Go to Activities > Task > Highlight a task > Comments
 

Add a comment in the box shown below.

To notify other users of a comment added, check off where it says” send email to notify” and add users.

You will then tag a user to view the comment.

When finished, click Add.

An email is sent to the person assigned the task to notify them they have been tagged in a comment.

On the right-hand side, choose “Mark as open”

A green tab saying “open” will appear.

Above this, is a comment tab so the person who was assigned the task can leave a comment.

Click on the three dots to the right > choose mark as closed and the comment will be closed. 

Click Close to close out of the comment window.

Close window when done.

Updated on October 3, 2018

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