Skip to content

Leave extra comments for your client

If you want to give a client further instructions or information about a task you’ve already assigned, you can add comments to the task.

A history of all the comments that have been posted by you and your client(s) for a particular task is kept in the Activity section of the Tasks details page.

How to leave comments

  1. Go to the Task details page. You can do this by clicking a task on the Tasks page or clicking the task status icon associated with a document on the Documents page.

  2. Scroll to the bottom of the Task details page.

  3. Enter your comment in the text box. You can enter up to 5,000 characters for your comment.

  4. If you have additional files that support your comment, drag them into the Files box to attach the required files, or click browse for files to find the files on your computer.

  5. Click Add comment. An email will be sent to your client letting them know that you have added a comment to the task, including any attached files.