Comments, @mentions and attachments

Discuss a task in place, bring a colleague in and attach workpapers.

ForStaffStaff managerAdmin and super administrator

Comment on a task

  1. Open the task and scroll to Discussion.
  2. Type your comment. To bring someone in, type @ and their name, or use @ Mention…. They see it under Mentioned you in My Workarea.
  3. Press Post comment (or Ctrl+Enter).

Staff can comment on tasks in the areas where they hold a role. Staff managers and admins can comment on every task.

Attach files

  1. On the task, under Attachments, press Attach files and pick one or more files, up to 10 MB each.
  2. Files are private to your account. Anyone who can see the task can open them.
  3. Attaching and removing files is recorded. Once the task is signed off, its attachments are locked.

On an account reconciliation, attach backup to each line with Attach backup, so the reviewer sees the evidence for every open item. See Reconcile the balance sheet.