How to add comments to a report?
o add comments to a report in Filio, you can follow these steps:
Access the Report: Log into your Filio web account and navigate to the Report History section. Locate the report to which you want to add comments.
Open the Report: Click on the report’s name or select the edit option to open the report for viewing and editing.
Find the Comment Tab: Look for a yellow tab or marker on the report page. It is located on the side of the report.
Click on the Comment Tab: Click anywhere on the yellow tab or marker to activate the comment section.
Add a Comment: Once the comment section is activated, a text box or input field will appear. Type your comment in the provided space.
Save the Comment: After entering your comment, click on the save or submit button to save it. The comment will be added to the report and visible to other users who have access to the report.
You can repeat this process to add multiple comments to the report as needed. The yellow tab or marker serves as a visual indicator for accessing the comment section, allowing you to easily provide feedback, notes, or discussions related to specific sections or elements within the report.
In Filio, you can mention specific individuals in your comments by using the “@” symbol followed by their name. This allows you to tag or notify them directly in the comment. For example, if you want to mention a person named John, you can type “@John” in your comment.
Additionally, there is a checkbox called “Assign to “X” for approval” that you can tick when adding a comment. This option is used to assign the comment and associated task to the person mentioned for their approval or action.
By ticking the “Assign” checkbox and mentioning a specific person, you indicate that the comment requires their attention and approval. Once assigned, the mentioned person will receive a notification or alert about the comment, prompting them to review and respond accordingly.
This feature helps facilitate collaboration and workflow management within the Filio platform, ensuring that relevant individuals are notified and responsible for taking appropriate actions based on the comments and assigned tasks.