Comments and Reminders

Leaving a Comment

Open any record you are involved in and scroll to the Activity tab. Type your comment and click Post. Comments support @mentions — type @ followed by a name to notify a specific person.

Internal vs. External Comments

Comments are internal by default, visible only to workspace members. If the process allows external submissions, you can mark a comment as External to make it visible to the submitter outside your workspace.

Reminders

Set a personal reminder on any record from the More menu. Choose a date and time, and PlugIQ will send you a notification at that moment. Reminders are private — other users do not see them.