Taskly allows you to add internal comments to bookings to keep track of notes and conversations about a job. The following article outlines how to add and manage comments on a booking.
Comments are internal and visible to your team in Taskly only. They are not shared with the customer. If you want to add a note that appears on the customer's invoice, you can do this when marking the booking as complete.
Go to Bookings and open the booking you would like to comment on
Scroll to the Comments section
Type your comment in the text editor
Press Add comment
Type @cc in the comment box to open a list of staff who have a login account. Select one or more people from the list, then finish and post your comment as usual.
Each staff member you tag gets a notification that they were mentioned, with a link straight to the comment on that booking. Only the people you tag are notified.
Scroll to the Comments section
Find the comment you would like to remove
Press Delete next to the comment
If a customer has notes saved on their contact record (e.g. a gate pin or access instructions), these will automatically appear on all of their booking records as a reminder.
