Discussion Directly in Tasks
Communicate with employees and clients directly in the tasks you're working on with them.
Advanced Editor
This tool allows you to add formatting to messages.
Inserting Images
Add images to a message by simply dragging and dropping them into the space for adding a comment.
Inserting Contacts
Add a link to a contact card in a comment if you need to quickly share someone's information.
Inserting Reference Data
Share links to any reference data in a comment.
Users Seeing Comments
Notify only the desired employees or client about a new comment you add by selecting them from a list.
Autosave
Comments are automatically saved after a few seconds of typing.
Adding a Checklist
Break out tasks into stages, or subtasks, which you can mark as complete with a single click.
Drafts
Save drafts of comments so you can leave and come back to them later.
Changing Task Data
Set and change task deadlines to manage task completion.
Text Formatting
Apply formatting to text to remove visual clutter.
Quoting
Quotes make correspondence easier.
Creating Tasks from Comments
Separate part of a comment conversation into its own task directly from the comment thread.
Copying Comments
Copy important comments to other tasks or to contacts.
Adding Participants
Add additional participants to a task in order to discuss any issues that may arise.
Changing Assignees
Change task assignees as needed so work can continue in any situation.
Adding Data Tags
Collect time spent, money spent, or other values within tasks to help with management.
Links to Comments
Clicking a link to a comment will highlight the comment in the feed.
Pinned Comments
Pin important messages to the top of the comment feed so it's easy to refer back to them.
Prohibit Comments
Prohibit comments on tasks with specific statuses for users with specific roles.
Read and Unread Comments
New comments in the feed are highlighted in a different color. This helps make sure you don't miss anything important.
Display Modes
Select your desired display mode for the comment feed.
Printing Comments
If needed, you can print the comment feed to pass along to an employee or department or to attach to a written letter.
Automatic Comment Adding
Manage your employees' work with customizable prompts and automatic monitoring of how work is being carried out.
Likes
Mark comments with likes to acknowledge or support good ideas from your colleagues.
Code Snippets
Share code in comments using snippets with formatting.
Emoji
Comments with extra emotion can help in any situation.
See Who's Viewing a Task Now
Within a task's comment feed, you can see which of your colleagues are also viewing the task.
See Who's Writing a Comment
You can see when a colleague or client is writing a new comment, which makes communication easier.
Comment Search
Quickly find important information in a long comment exchange on a task
Planfix Features
Task and project management, comments, interface setup, creating reports, working with contacts, documents, and data tags, access management, integrations, ready-made solutions and much more.
Comment Log
Track changes to comments made by colleagues.