Overview
Keep conversations contextual by posting comments under the Discussion tab of any Task or Contract.
Steps
Open the Task or Contract and select the Discussion tab.
In the rich-text editor, type your message.
Use @mentions to notify teammates (type “@” and select from the dropdown).
Format text, embed links, or attach files via toolbar.
Click Submit to post.
Tips
Mention specific people to send them email notifications.
Use bullets or headings for clarity in longer messages.
Troubleshooting
@ mentions not suggesting names? Check that the user has access to that record (permissions).
Formatting stripped out? Ensure you’re using supported toolbar options (no custom HTML).