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Comments & visibility

Keep shared conversations and provider-only notes in the right place.

On this page

Keep decisions and context beside the task in Conversation. Comments are plain text and can contain up to 5,000 characters.

Post an update

  1. Open a task you can access.
  2. In Conversation, enter your message in Add context or an update….
  3. If you are a provider, select Client-visible or Internal only as appropriate.
  4. Choose Post update.
  5. Confirm the comment appears in the conversation with the intended visibility.

Clients can comment on accessible shared tasks even if they cannot update that task’s status. Their comments are shared with the provider. The project and workspace must be writable.

Choose the right visibility

Content Who can see it
Client-visible task and shared comments Authorized provider members and that project’s client members
Internal provider task Provider members only
Internal-only provider comment on a shared task Provider members only
Internal-only attachment, or any attachment to an internal task Provider members only
Standalone project file Authorized provider and project client members

Comments on an internal task remain internal. A child comment cannot make an internal task public. The same client cannot see another client’s records merely because both belong to the provider’s workspace.

Plan task visibility before collaboration

Task visibility cannot be changed after it has comments, files, or dependent work. Internal tasks cannot be client-owned, and shared tasks cannot depend on hidden internal work.

If you need to share a result from internal work, create or use the appropriate shared task and post only the information intended for that client. Do not assume changing a comment’s visibility changes the parent task.

Correct a message

The current interface has no comment-edit or comment-delete control. Post a follow-up clarification. If sensitive information was shared with the wrong audience, contact support promptly without repeating that information in your support message.

When posting is blocked

Check for an archived workspace, non-Active project, expired trial, or subscription issue. These freeze comments as well as other business writes. A missing task can also reflect access restrictions or its fixed 90-day retention deadline.

Still need a hand? Ask ScalePointer

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