This guide explains Task Comments in the Advocate Platform and how they're used.
What Are Task Comments?
Task Comments let users leave notes, tag teammates, and attach documents directly on a Task to keep a record of work done on a Case or Policy. A Task must already exist before a comment or document can be added to it.
Where to Find Them
Navigate to a Case's "Overview" tab, open a Task, and scroll to the "Activity" section.
What You'll See
"Add a comment" field – the text box at the bottom of the Activity section of a Task where a new comment is typed.
Globe icon – toggles whether the comment is shared with everyone who has access to the Case, including Managed Service partners, or stays internal-only.
Paperclip icon – attaches a file to the comment being written.
"Comment" button – submits the comment, and any attached file, to the Activity feed.
@mention – tags a specific teammate in a comment to notify them directly.
Note: If someone is tagged in a Task comment, they receive a notification in their platform Inbox.
Attached file – once added to a comment, shows the file name and size, with a “...” menu for file actions.
Activity feed – the chronological log of every action taken on the Task, including comments, status changes, and reassignments.
"This comment was deleted" – placeholder text shown in the Activity feed in place of a comment that has been removed.
Three-dot menu – opens on a comment to reveal Edit comment, Copy link to comment, and Delete comment.
Reply icon – the arrow shown above a published comment; clicking it lets a user reply directly to that specific comment.
Leaving a Comment on a Task
Readers can leave comments on a Task and attach documents to help keep track of the progress a Task has made or to help other teammates take the next action on it.
Attaching a Document to a Comment
Readers can upload documents to a Task comment to help other team members easily find the exact documents needed to action the Task.
Managing a Comment
Users can edit or delete comments they left on a Task, or copy a link to the comment, by clicking the three dots on the comment and selecting from the dropdown menu.
Note: Users can only edit or delete comments they have published.
Replying to a Comment
Users can reply directly to a specific comment by clicking the reply arrow on a published comment.
How It's Used
Users communicate internally amongst their team using Task comments — for example, if one team member handles invoices, they can leave a comment before assigning an Invoice Task to another team member.
After a comment has been left on a Task or documents have been added, check the Task status, assignee, and due date to ensure these are correct and reflect the next action.
If a Task now needs to be actioned by another user, assign the Task to them.
If the comment results in a new due date, update the due date of the Task.
If the comment results in a change of status, update the Task status to completed or cancelled accordingly.
Additional Resources
For more information on Tasks, refer to the Understanding Tasks guide.
For more information about documents, refer to the Understanding the Documents Tab guide.
For more information about creating a Task, refer to the How to Create an Escalation Task guide.
For more information regarding Task management, refer to the Navigating and Managing the Task Dashboard guide.
For more information about the Inbox, refer to the Understanding the Inbox guide.