Activities, comments and approvals

Ask someone to check, approve or reply about a file, by a date, and talk about it in comments.

Activities

An activity is a to-do on a file for one person, with a due date: check it, approve it, sign it, reply, or anything you write.

1. Open a file's details and choose Add activity.
2. Pick the kind, the person and the due date, and add a note.

The person sees it under My activities and on their Home, and gets an email if the business has emails turned on. On the due date they get a reminder.

Approvals

For an approval, pick Approve as the kind. The person opens the file, checks it, and marks the activity done with a note - or cancels it with the reason. The file's history shows who approved it and when, and the person who asked is told.

Rules can add activities by themselves - for example "every new file in Bills inbox goes to Priya to check". See Rules and folder actions.

My activities

My activities lists everything waiting for you, late ones first. The number on the menu shows how many are open.

Comments

Every file has comments in its details panel. Write a note for the team, answer a question, or explain a change. Comments stay with the file through moves and new versions. You can delete your own comments; Admins and Managers can delete any.