CRMUpdated
Comments and @mentions
Comment on a task, a time-off request or a review, mention a teammate with @ so they get a notification, and attach files to a comment.
Comments let your team talk about a piece of work right where it lives. Type @ and a name to bring someone in. They get a notification.
Things to know
- You can comment on tasks, time-off requests and performance reviews. Their Activity column has a comment box.
- Contacts, companies and deals don't have a comment box. Write a note there instead. See Notes on a record.
- Each comment shows its author's name and when it was posted, for everyone who can open the record.
Write a comment
- Open the task, time-off request or review.
- Click in Write a comment… in the Activity column.
- Type your comment.
- Click Send, or press ⌘↩ (Ctrl+Enter on Windows).
To see only comments, click Comments at the top of the Activity column. Click All to see everything again.
Mention someone
- In the comment box, type @, or click Mention (the @ icon).
- Keep typing a name. A list of your workspace's members appears.
- Use the arrow keys and press Enter or Tab, or click a name.
The name is added to your comment. When you send it, each person you mentioned gets a notification.
Attach a file
On a task, click Attach file (the paperclip) under the comment box. The file is added to the task's files.