Commenting processes
Process comments are for discussions about the overall process, rather than specific tasks within it. Anyone who can view the process can usually see and add process comments. This communication approach maintains clear separation between process-level and task-level discussions.
- Open the running process you want to comment on.
- Scroll down to the bottom where you see the Comments section.
- Type your message in the comment box.
- Click Post.
- Your comment appears in the list with your name and the time.
To make sure a specific person sees your comment, you can @mention them:
- When typing your comment, type the
@
symbol. - Start typing the person’s name.
- Select the correct person from the list that appears.
- Finish typing your comment and click Post.
- The person you mentioned will get a notification.
If you made a mistake in a comment you posted:
- Find your comment in the list.
- Click the Edit button (pencil icon ✏️) on your comment.
- Change the text.
- Click Save.
If you need to remove a comment you posted:
- Find your comment.
- Click the Delete button (trash can icon 🗑️) on your comment.
- Confirm that you want to delete it.
- The comment will be permanently removed.
- Process comments: For general discussion about the whole workflow. Visible at the bottom of the main process view.
- Task comments: For questions or updates about a specific task. Visible only when you open that task.
Use process comments for overall updates, and task comments for task-specific details.
All process comments are saved with the process, creating a history of the discussion. This permanent record can be useful for understanding past decisions or getting new team members up to speed.
Edit Processes > Add process notes
Edit Processes > Edit tasks and process properties
Process Improvement > Using comments and AI for process improvement
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