When to leave a comment
Comments are the conversation around an Action. Use them whenever you want to share an update, ask a question, or leave context for the next person who looks at it:
- "Spoken to the subbie — they'll be on site Thursday morning"
- "Client has confirmed they're happy with the proposed fix"
- "Waiting on the structural engineer's reply, will chase tomorrow"
- "Materials ordered, expected delivery next week"
Over time, the comments on an Action become a running record of how it was handled — useful both during the work and later if anyone needs to understand what happened.
Adding a comment
The comment box sits at the bottom of the Comments card on the Action detail page.
- 1
Type your update in the text box.
- 2
Optionally click Attach to add one or more files (see below).
- 3
Click Post to save the comment.
The comment appears in the thread straight away, and anyone else viewing the Action sees it pop up within a second without refreshing.
Attaching files to a comment
Click Attach next to the comment box to pick files from your computer. Selected files appear as small thumbnails above the comment box with a Remove button on each so you can drop any you didn't mean to include before you post.
You can attach:
- Images — JPEG, PNG, WebP, GIF
- PDFs — converted to an image when you post so they appear inline
- Office documents — Word and Excel files (
.doc,.docx,.xls,.xlsx)
Comments can be text only, files only, or both together. This is the right place to drop a supplier's quote, a delivery note, a sign-off sheet, or a spreadsheet of quantities that relates to the Action.
Files attached through comments also show up on the Action's Attachments card alongside everything else, so you've got a single place to browse all the images on the Action.
Editing a comment
If you've spotted a typo or want to correct something, you can edit your own comments.
- 1
Find the comment in the thread.
- 2
Click the menu icon on the comment and choose Edit.
- 3
The comment text becomes an editable box pre-filled with the current content.
- 4
Make your changes and click Save — or Cancel to abandon the edit.
Anyone else viewing the Action will see your edit within a second. Their screen updates automatically without needing a refresh.
Deleting a comment
From the same menu, choose Delete and confirm. The comment disappears from your view immediately. If something goes wrong on the way, the comment reverts and you'll see an error message.
Who can edit and delete
- Admins and Super Admins can edit and delete any comment
- Everyone else can only edit and delete their own comments
If you can't act on a comment, the menu options simply won't show up.
A note on formatting
Comments are plain text. If you paste a comment with line breaks they're preserved, but bold, italic, links, and bullet lists aren't rendered. If you've got a long-form document to share, attach it as a file rather than pasting it into the comment box.
What you'll see in the thread
Each comment in the thread shows:
- The commenter's avatar initials
- Their name
- How long ago they posted (for example, "2 hours ago")
- The comment text
- Any attachments as thumbnails you can click to open
The newest comments appear at the bottom so the conversation reads top to bottom in order.
Real-world examples
- Weekly update — the assigned operative posts a comment each Friday with a short note on progress, so anyone checking in at the weekend can catch up
- Chasing a supplier — the buyer attaches the email trail with the supplier as a comment, then updates the thread as replies come in
- Sign-off — once the work is done, the site manager posts a comment confirming it's complete and attaches a photo before marking the Action
Resolved
Next steps
- Adding photos and documents to an Action — for uploading files directly to the Action instead of through a comment.
- Tracking what's happened on an Action — for the timeline that pulls comments in alongside every other change.
- Team and watchers — for making sure the right people are notified when you post.