Adding Comments

From the Task Actions page, you can add comments about any task and also attach references.

You can also add a reference file or URL to multiple tasks at one time from the Tasks page and create comments.

Note:

Bulk upload of a local file or URL to multiple tasks creates a comment since an attachment must be associated with a comment in Close Manager.

To add comments:

  1. Select a task from the Task List, then Actions, and then either select Open or just double-click the task in the Task List.

    Note:

    The Task selected must be in the Open status not Pending.

  2. From the Properties tab, in the Comments section, click the plus sign to add a comment, or select Actions, then Create Comment.

  3. In the text box, enter a comment.

    Tip:

    To delete a comment, select it and click Delete or select Actions, then Delete Comment.

To add a reference file or URL:

  1. From the References section, click either the plus sign to add a reference or from Actions, click Add.

  2. On the Add Reference dialog, in theReference Type field,, choose one of the following:
    • Local File. Then Browse to select and attach the file. Enter a name, and click OK.

    • URL.

      Enter a URL, then enter the URL name, for example:
      http://www.oracle.com,Oracle
      , and click OK.
  3. Click Apply.

  4. Select OK.

    Note:

    Optional: To attach a reference file or URL to multiple tasks at one time, click Task List, select the tasks that you want (either highlight more than one row or select the tasks using the SHIFT key), and then on the right hand panel click Add Reference, then File or URL.