View and send comments to Tasks.
The Details tab displays general information about a task. Details allow you to quickly:
View status of a task.
Reassign a task.
Add comments to a task.
If the Task has been configured to allow the Task assignee to reassign the Task to another user, the Reassign button displays in the Task summary. For more information, see Configuring Assignment Rules.
Note that to reassign a Task, your user account must be configured with the View Users and View Groups permissions to view the available users and groups. Contact your ProcessMaker Administrator to provide your user account these permissions if necessary.
Follow these steps to reassign a Task to another user:
Click the Reassign button. The Reassign to screen displays.
Select the user to whom the task will be reassigned.
Click Reassign.
If the Task is not configured to allow reassignment, the Reassign button will not be displayed. Consequently, the Task assignee will not have the option to reassign the Task to another user. For more information, see Configuring Assignment Rules.
The Comments tab allows 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 can see the comments. 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, and then may select that notification to view the comment. Selecting a notification for a tagged comment opens the Task that contains the tagged comment. If the tagged user is not a Task participant prior to being tagged, that user becomes a Task participant only for that Task.
Follow these steps to view comments posted on a Task:
Click Open Task to view the form for this task.
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.
Follow these steps to post or reply to a Task comment:
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.
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. 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.
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.
Follow these steps to refresh Task comments if any user made a new comment while using the Comments feature:
On the bottom right of the Comments section, click the Refresh button. New comments or replies from other users display in the Comments panel.
Use Smart Inbox features. For more information see Smart Inbox. Plan Availability:
Tag users in a Task comment: Precede a user's username with the @
symbol to invite that user into the comment thread.
Hover over your task list to view the dropdown menu.
Use the open menu icon on the right to open the collapsible Details panel.
Edit: If you are the owner of the comment, click the Edit icon to edit the comment.
Delete: If you are the owner of the comment, click the Delete icon to delete the comment.
Reply to an existing Task comment: Browse through that Task's comment to locate the existing comment, and then click the Reply icon . The Add a comment... field displays below that Task comment.