In CosmoLex, you can use comments as a way to communicate with users on a firm level about a task that was completed or not done. You can notify a user of a task that needs to be completed as well. This is what we call task workflow management.

Task Workflow Management:

  • Go to Activities > Task > Highlight a task > Comments

  • Add a comment in the box shown below.
  • To notify other users of a comment added, check off where it says" send email to notify" and add users.
  • You will then tag a user to view the comment.
  • When finished, click Add.
  • An email is sent to the person assigned the task to notify them they have been tagged in a comment.

  • On the right-hand side, choose "Mark as open"
  • A green tab saying "open" will appear.
  • Above this, is a comment tab so the person who was assigned the task can leave a comment.

  • Click on the three dots to the right > choose mark as closed and the comment will be closed. 
  • Click Close to close out of the comment window.

  • Close window when done.