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.

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.