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Commenting on client tasks
Commenting on client tasks
In Intuit Practice Management powered by Karbon, you or your clients can comment on individual Client Tasks to communicate in context.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

To add a comment to a client task, add your text in the box that will appear when an individual task is expanded.

When you add a comment, your client will receive an email, or if they have their client task view open, they'll see your comment instantly.

Your client can respond with questions or comments of their own against any client task, in the same way you can. You'll be able to see any client comments against a task instantly, and to make sure you don't miss anything, you'll also be notified in Triage

Important Note:
When you add a new comment, Intuit Practice Management will wait five minutes before notifying your client by email. This is to consolidate any additional comments, uploaded documents and edits, rather than sending a new email for each one. Each time an update or edit is made, Intuit Practice Management will reset the timer for five minutes before sending the email notification.

You can also bring your team members into the conversation by leaving them an internal comment as well, to do this, toggle from External to Internal and a comment for them there.

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