Support Help

Associate with Tasks

Adding Comments

You can add comments as notes to provide any technical information about the account. You can create multiple comments for a single account. To add comments, do the following:

  1. Click on a Task from the Tasks Home page.
  2. In the [Tasks] page, write a comment in the Comments box.
  3. Click Save. After adding a comment, the user id and the time when the file is added are displayed.

Edit Comments

If you want to change something you wrote, you can edit the comment you left on a task.

You can edit comments only if you have the Edit permission for Comments.

To edit comments

  1. Click the Tasks tab.
  2. In the Tasks Home page, select the task.
  3. In the Task Details page, under Comments section, click .
  4. Make your changes and click Save beneath your comment.

Delete Comments

Occasionally, you may need to remove the unnecessary comments from a task in Zoho Support for a better user experience. You may consider deleting the comments that are not useful for future reference.

You can delete comments only if you have the Delete permission for Comments.

To delete comments

  1. Click the Tasks tab.
  2. In the Tasks Home page, select the task.
  3. In the Task Details page, under Comments section, click .
  4. In the Confirmation dialog box, click OK to delete the comment permanently.

Adding Attachments

You can add attachments to a task to help the task owner complete the same with ease. For example, a task owner might need a claim application document, a policy document, and damage photos to process an insurance claim. You can add multiple attachments to a single task.

To add attachments, do the following:

  1. Click on a Task from the Tasks Home page.
  2. In the [Tasks] page, click on the Attachments tab located at the bottom.
  3. Click Add Attachment to upload a file to the task.

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