How can we help?
Read and add comments to an action
It is possible to add comments directly on an action, from the action page, but also from the action plans, whether they are displayed in a folder, a meeting or in a filter of your own.
Comment on an action in the action lists and plans
– List of the “Actions” menu
Whether in the form of lists or in the “Kanban” view, it is always possible to read and add comments to actions by clicking on the comments icon.
You will find them in the lists of the “My actions” menu, as well as on the filter and sorting pages or on the lists of actions that you have added as favorites.
– Action plan for a file
In a folder, you can also add a comment to an action by displaying the action plan and using the icon to comment.
– Action plan for a meeting
Finally, you can also add a comment to an action by displaying the action plan of a meeting, then choosing the action concerned and clicking on the icon .
In an action page
When you open an action page, you will be able to access the comments tab, identified by the comments icon .
The history of exchanges is displayed directly on the page and it is possible to take part in the discussion by using the input box at the bottom of the page.
Note: You can access the new comments from the home page using the New Comment s module of the dashboard.
Note 2: It is possible to be alerted when new comments are received. To do this, go to the Alert preferences on the dashboard.
Note 3: If you activate email alerts when you receive new comments, we strongly recommend that you discover the complement Perfony for Outlook to save you precious time!