Adding Comments for Tasks

To view comments on a particular task:

1. On the Home page, click Tasks, and then click Tasks.

2. Double-click a task to open it.
3. Click the Comments tab on the right.

   

Adding Comments

From the Tasks page, you can add comments for 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.

Here's a table that describes the activities you can perform based on the status of the activity and your role:

Note:

Users with the same access role on a task can create, delete, and manage each other’s comments.

Table 6-1 Permissions Based on Role and Status

Role	Status: Open with Assignee	Status: Open with Approver	Status: Closed
Assignee	Can add Comments Can delete Comments at their level Can delete Comments that they created	Can add Comments Can delete Comments that they created	Can add comments
Approver	Can add Comments Can delete Comments that they created	Can add Comments Can delete Comments at their level Can delete Comments that they created	Can view comments
Administrator, Schedule Owner, or Task Owner	Can add Comments Can delete any Comment	Can add Comments Can delete any Comment	Can add comments
Viewer	Can add Comments Can delete comments that they created	Can add Comments Can delete Comments that they created	Can view 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 Task Manager.

• For users to be able to delete their own comments, an Administrator must have allowed this by turning on the Allow Comment Deletion setting. Users with the same role on a Task can create, delete, and manage each other’s comments.

  See Allowing Comment Deletions in Administering Planning.

To Add Comments

Here are the steps to add comments:

1. From the Home page, select Tasks, to view the tasks and their details.
2. Select a task from your Worklist or from within Schedule Tasks. Click Actions, and then either select Open or double-click the task in the list page.

   Note:

   The selected task must be in the Open status not in Pending status.
3. Click the Comments tab.
4. In the text box, enter a comment.

   Note:

   To delete a comment, select it and click Delete or select Actions, and then click Delete Comment.
5. Optional: To add an attachment to an external document or a web page to the comment, select one of the following options:
   • Click Attach a File (paperclip icon) to browse to select a file as the attachment.
   • Click Attach a Link (link icon) to add the URL and Name of the attachment.
6. Click OK.

Note:

If you want to add an attachment (file or URL) to multiple tasks at one time, you can perform this action from the Schedule Tasks view. Highlight more than one row or select the tasks using the Shift key to select the ones you want. Then click Actions, then Add Reference, and then choose either File or URL.