Step #1: Write your message in the box. The message box supports a maximum of 3000 characters.
Textbox for Writing Messages
Step #2: Click the blue icon to send the message.
Icon to Send Messages
Step #3: And your message is sent.
Example of Messages
Notes:
Actions: When a comment is made, the system will send an email notification with the comment to the assignee and reviewers of the action.
Approvals: When a comment is made, the system will send an email notification with the comment to the owner and approvers of the record.
Incidents: When a comment is made, the system will send an email notification with the comment to the users selected in the 'Notify To' field, if any are chosen.
Trainings: When a comment is made, the system will send an email notification with the comment to the trainers of the record(s).
How to delete a message
Step #1: Click the delete message icon .
Example of Comment Section with the Delete Option
Step #2: Confirm the deletion of the message by pressing the "Yes, delete" button.
Confirmation Screen
Tips
Messages can only be deleted by an Administrator or the Team Owner.