Manage Task Comments

Comments allow you to communicate with firm users regarding tasks. 

From Matter Details

Add a Comment to a Task

To add a comment to a task:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
3. From the Matter Details left navigation, click Task.
4. On the Task screen, single-click a task to highlight it.
5. From the toolbar, click Comments.
   The Comments screen opens, displaying all comments associated with the task. If no comments are associated with the task, the screen reads There are no comments yet on this item.
6. Click Comment.
7. In the Comments box, enter your comments.
8. Check the Send email to Notify box to notify users, if desired.
9. If you checked the Send email to Notify box, click Add user.
10. From the Tag Users drop-down, select your user.
11. Toward the middle left of the screen, click Add.
    The system adds your comment and emails your tagged users, if applicable.

Edit a Task Comment

To edit a task comment:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
3. From the Matter Details left navigation, click Task.
4. On the Task screen, single-click a task to highlight it.
5. From the toolbar, click Comments.
   The Comments screen opens, displaying all comments associated with the task. 
6. To the far right of the comment, click the three dots.
7. From the drop-down, click Edit.
8. In the comments box, make your updates.
9. Click Save.
   The system saves your updates.

Mark a Task Comment as Open or Closed

Marking a comment as open allows tagged firm users to reply to it while marking a comment as closed closes the comment thread.

To mark a comment as open or closed:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
3. From the Matter Details left navigation, click Task.
4. On the Task screen, single-click a task to highlight it.
5. From the toolbar, click Comments.
6. The Comments screen opens, displaying all comments associated with the task. 
7. Click Comment.
8. To the far right of the comment box, click the three dots.
9. From the drop-down, click Mark as Open or Mark as Closed as applicable.
   A green open icon displays for comments marked open. A gray closed icon displays for comments marked close.
10. Click Close.
    The Comments screen closes.

Delete a Task Comment

To delete a comment:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
3. From the Matter Details left navigation, click Task.
4. On the Task screen, single-click a task to highlight it.
5. From the toolbar, click Comments.
6. The Comments screen opens, displaying all comments associated with the task. 
7. Click Comment.
8. To the far right of the comment box, click the three dots.
9. From the drop-down, click Delete.
   The Delete Comment box reads: Are you sure you want to delete selected comment?
10. Click Yes.
    The system deletes the comment.

From Activities

Add a Comment to a Task

To add a comment to a task:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Task.
3. On the Task screen, single-click a task to highlight it.
4. From the toolbar, click Comments.
   The Comments screen opens, displaying all comments associated with the task. If no comments are associated with the task, the screen reads There are no comments yet on this item.
5. Click Comment.
6. Enter your comments.
7. Check the Send email to Notify box to notify users, if desired.
8. If you checked the Send email to Notify box, click Add user.
9. In the Tag Users drop-down, select a user.
10. Toward the middle left of the screen, click Add.
    The system adds your comment and emails your tagged users, if applicable.

Edit a Task Comment

To edit a task comment:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Task.
3. On the Task screen, single-click a task to highlight it.
4. From the toolbar, click Comments.
   The Comments screen opens, displaying all comments associated with the task. 
5. To the far right of the comment box you want to edit, click the three dots.
6. From the drop-down, click Edit.
7. In the comments box , make your updates.
8. Click Save.
   The system saves your updates.

Mark a Task Comment as Open or Closed

Marking a comment as open allows tagged firm users to reply to it while marking a comment as closed closes the comment thread.

To mark a comment as open or closed:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Task.
3. In The Task screen, single-click a task to highlight it.
4. From the toolbar, click Comments.
   The Comments screen opens, displaying all comments associated with the task. 
5. Click Comment.
6. To the far right of the comment box, click the three dots.
7. From the drop-down, click Mark as Open or Mark as Closed as applicable.
   A green open icon displays for comments marked open. A gray closed icon displays for comments marked close.
8. Click Close.
   The Comments screen closes.

Delete a Task Comment

To delete a comment:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Task.
3. On the Task screen, single-click a task to highlight it.
4. From the toolbar, click Comments.
   The Comments screen opens, displaying all comments associated with the task. 
5. Click Comment.
6. To the far right of the comment box, click the three dots.
7. From the drop-down, click Delete.
   The Delete Comment box reads: Are you sure you want to delete selected comment?
8. Click Yes.
   The system deletes the comment.