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Comments fundamentals
Editing/deleting comments… Communication (comments) in the system happens only on task level to stay transparent and easily traceable… Comments – along with Files and Sub-tasks – is one of the three major tabs you see when you open a task
How to send comments as email?
To send comments as email using the system's web version: Open a task and select the Add comment… Send comments as an email only when the matter is really important… Next: How to searching/filter task comments?
How to search/filter task comments?
To search for words and filter users in task comments: Open a task and select the Comments tab… To segment comments by users, select Show comments from/to: All users: 3… The system will highlight it in all task comments
How to set a comment reminder?
Comment reminders is a feature that does not let you forget about important comments you want to get… Note: You can set reminders for others’ comments as well as yours
How to edit a task comment?
Comments in the system can be edited, but only 60 seconds after their creation and only by the comment… Reminder: Comments are always on task level. To edit a comment: 1
How to add a new task comment?
Comments are a great way to communicate something important related to a task or escalate an issue by… Note: You can add comments only to tasks
How to create a goal?
Goals in Havelock consist of four main components: Comments Tasks Files Projects… Once you set a goal, you can branch out into specific tasks and projects, contribute insights in the comments
How to escalate a problem related to a task?
A task’s Comments section is where related communication happens and all issues are resolved… This will take you to the task’s Comments section. 2. Select Add Comment button
Recommendations for working with files & documents
Adding OneDrive / Google Drive links We recommend adding OneDrive / Google Drive links to your comments… Uploading a file/link or just sharing it as a link in the comments?
Goals fundamentals
Goal components Goals consist of four main sections: Comments Tasks Projects… Files The comments section is where you discuss and clarify the next steps with all relevant parties