Comments on Work Plan Modal

Just like Tasks, you can leave comments and updates on the Work Plan to enhance the overall clarity and efficiency of the project's execution.

How to add comment on Work Plans?

1. On the comments tab of the Work Plan, click Add an update, comment, or ask a question. Type your update, comment or question.

   

2. It's also possible to mention someone in the comment to notify that person.

   

3. Add an attachment file by clicking the paperclip icon.

   

4. When you are ready, just click Post to post your update.

   

Reply to a comment

1. Click reply under the comment that you want to reply to.

   

2. Type your reply message. Same as the comment feature, you can also mention someone or attach a file to your reply message.

   Simply click Post or press the enter key to submit the comment.

   

Modify Comments

1. Hover over the comment or update that requires editing or deletion. Two icons will appear, providing options to modify or delete the comment or reply.

   

2. Click the pen icon to edit. Then type in the correct message.

   

3. It's also possible to mention someone to notify that person or add an attachment to the reply.

   Click save when you are done.

   

4. To delete a comment, just simply click the trash can icon.

   

   Deleted comments and attachments cannot be restored.
   

5. A confirmation modal will show, click yes on the modal.

   

6. The comment will disappear.

   

Delete an attachment in the comment

1. Click edit icon on the comment.

   

2. Click X to remove the attachment from the comment. Click Save to save the changes.

   

Comment Notification

When a comment is made on a Work Plan, an email notification is sent to relevant Members, including the creator, assignee, and anyone tagged in the comment, provided they have access to the Work Plan. The notification includes the name of the Member who made the comment, the Work Plan’s Project, Phase, Work Category, Assignee, and the associated dates.

If the Work Plan belongs to a default Phase or default Work Category, these information will not be displayed in the notification email. In cases where the Assignee is an Open Role, the position name and number will be shown instead of a member’s name.

Clicking the Project Name directs the user to the Project > Task page, while clicking View in the top right corner of the email navigates to the Home > Work Plans page.