Task Comments

View and send comments to Tasks.

Overview

Comments allow Task participants to solicit and provide feedback on business decisions:

  • Post Task comments: Post comments to the currently displayed Task. All participants who view that Task see that comment. Write and preview comments using rich text features including but not limited to text styles, images, hyperlinks, and lists. The commenting editor uses Markdown syntax.

  • After sending the comment with tagged users, those users receive a notification of the comment they were tagged within, and then may select that notification to view that Task comment. Selecting a notification for a tagged comment opens that Task that contains the tagged comment. If the tagged user is not a Task participant prior to being tagged in a Task comment, that user becomes a Task participant only for that Task.

Use a Markdown syntax quick guide for the most commonly used Markdown syntax.

View Comments in a Task

Follow these steps to view posted comments on a Task:

  1. Ensure that you are logged on to ProcessMaker Platform.

  2. Do one of the following:

    • From the Task column, click the Task name with the Request displaying in the Request column to view its summary.

Each posted comment contains the following information:

  • Avatar and Name: The user's avatar identifies the sender of each comment. Next to the user's avatar is the person's full name. Click the user's avatar to go to the User Information window.

  • Comment: The posted comment displays below the preceding information. The comment may contain tagged users. If a comment is a reply, the source comment displays blue highlighted above the comment.

  • Datetime: The datetime displays when the comment was posted. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Post or Reply to a Task Comment

Follow these steps to post or reply to a Task comment:

  1. Do one of the following:

    • Post a new Task comment: View the end of the Comments section to locate the Add a comment... field to write and post a new comment to that Task.

  2. From the Add a comment... field, write your Task comment. In the commenting editor, optionally you can use Markdown syntax. Use a Markdown syntax quick guide for the most commonly used Markdown syntax. Follow these guidelines:

    • Text styles, including bold, italics, strikethrough, and code styles: Follow Markdown syntax in the commenting editor. Place your cursor between the Markdown syntax, and then write your text to display in that text style. For example, enter four asterisks in the commenting editor: two asterisks to precede your text and two to follow your text since bold-style text in Markdown syntax requires two asterisks both preceding and following text for that style.

    • Tag users in a Task comment: Precede a user's username with the @ symbol to invite that user into the comment thread so that user can participate in the discussion. Upon using the @ symbol and then typing the initial letters of the user to tag, those users that match those initial letters display for selection. After sending the comment with tagged users, those users receive a notification of the comment they were tagged within, and then may select that notification to view that Task comment. Selecting a notification for a tagged comment opens that Task summary that contains the tagged comment. If the tagged user is not a Task participant prior to being tagged in a Task comment, that user becomes a Task participant only for that Task.

  3. Do one of the following to post the comment, otherwise, click Cancel to cancel the comment:

    • Click the Comment button if you are posting a new comment.

    • Click the Reply button if you are replying to a comment.

Edit One of Your Task Comments

Task participants may edit their own comments, but not those posted by others.

Follow these steps to edit one of your Task comments:‌

  1. Locate your posted Task comment to edit.

  2. Edit your comment using the commenting editor as you did when you posted or replied to a comment.

  3. Click the Edit button. The edited comment posts. Otherwise, click Cancel.

Delete One of Your Task Comments

Task participants may delete their own comments, but not those posted by others. If the comment being deleted has replies, then its replies are also deleted.

Follow these steps to delete one of your Task comments:‌

  1. Locate your posted Task comment to delete.

  2. Click Confirm and the comment is deleted from the list of posted comments.

Refresh Comments

Follow these steps to refresh Task comments if any user made a new comment while using the Comments feature:

  1. On the bottom right of the Comments section, click the Refresh button. New comments or replies from other users display in the Comments panel.

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