Comments are a great way to communicate with the rest of your team when working through tasks on workflow runs.
Better still, you can use integrations to post comments, @mention other users and add attachments.
Users: All users can add comments and upload files to comments.
Manually add comments
To leave a comment you first need to open the workflow run you’d like to add a comment into and select the task where you will add your comment.
Scroll to the bottom of the task to see the comment box and start typing in the box to start your comment. Click “Comment” to post it.
Want to post formatted comments instead of plain text? Learn how to format them with markdown.
Manually attach files to comments
To attach a file to a comment, you can drag and drop your file into the comments field, or click on “Attach” at the bottom of the comment box, select your file and then confirm.
The file you upload will appear in the comment thread, as shown above.
Note that while there is no storage cap on the number of files you can upload, there are individual file upload limits.
@Mentioning users in comments
By @mentioning a user in your organization in a comment, you send them an instant email notification. This is a great way to prompt a user to come and work on an urgent task or workflow run.
Do this by typing “@” into your comment, followed by the user’s name. Once you see the correct user’s profile picture and name, click that entry to add them to your comment. Click “Comment” to post.
The following rules apply when @mentioning other users:
- Users must have verified email addresses and be part of your organization
- User names must be unique
- User names must not contain special characters
- You cannot @mention yourself
Comments, attachments and @mentions via integrations
You can also add comments and comment attachments when using an integration with Zapier as shown below.
If you add @ before a user’s name in Zapier, shown above, this effectively works the same as when you manually @mention someone.
The resulting comment will show that it has been posted by Zapier in your workflow run:
Search for comments
You’ll be able to see which of your workflow runs has comments in them by using a column filter in your Reports area. Click the name of your workflow run to open it to view the comments.
You can also search for comments in your Process Street Inbox. Click the task or workflow run to open it and view the comments.
Comments and task permissions
If you have set task permissions so that a certain user does not have permission to see a task, then they will not receive an @mention comment notification. If you’re not receiving email notifications for comments, this could be why. Please check with your admin or workflow editor to verify.