How to add comments and files to a task

  1. Navigate to https://app.complect.com/my-tasks/. This is where all tasks you've assigned to others, yourself, or have been assigned by others live.



  2. There are two ways to add a comment or file to task. The quickest is simply to find the task you would like to add the comment or file to and click on that task's name.



  3. This will open the Edit Task pop-up for modification.



  4. Comments and files allow you to add supporting documentation for the task. Comments left between several assignees and task creator can act like a chat system, while comments to self-assigned tasks can act as notes. This can be helpful later on during a regulatory examination as all comments and files are exported along as part of the task records. 




  5. Click the "Send" button to submit a comment. 



  6. Click the "Upload" button to attach a file from your computer or drag and drop a file into the blue area.



  7. Alternatively, you may access the Edit Task pop-up through the overflow menu. You can refer to the guide: https://help.complect.com/general/how-to-edit-a-task/ to access the pop-up.

  8. Once Edit Task pop-up is open, you can follow steps #4-6.

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