How to Use Comments in Fohlio
Comments in Fohlio make collaboration, task management, and project tracking seamless. With the latest updates, you can now use comments not only for communication but also as actionable tasks across your projects and purchase orders.
What’s New with Comments
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Add Comments to Multiple Items
Save time by selecting several items at once and leaving a single comment that applies to all of them. This ensures consistency across related products or tasks. -
Assign Comments with Due Dates
Turn comments into tasks by assigning them to specific team members and adding deadlines. -
Smarter Comment Tabs
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If you’re assigned to a comment, it will appear in your Assigned to Me tab.
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If you created the comment, it will appear in your Awaiting Reply tab.
This ensures nothing falls through the cracks.
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Controlled Resolution for Accuracy
Only the assigned user and the original commenter can mark a comment as resolved. This ensures accountability and accurate tracking.
How to Use Comments
On Project Sheets
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Select one or multiple items.
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Click Comments and type your note.
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Tag a teammate using
@name
and add a due date if needed.-
Example: “@John — Please review and add prices by next Friday.”
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The teammate will receive both an in-app notification and an email with a direct link.
You can also add general comments not tied to specific items. These are useful for progress updates like:
“This project is 50% complete.”
On Purchase Orders
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Open any purchase order.
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Add a comment to notify accounting, procurement, or other teams.
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Example: “@Procurement — PO is ready. Please approve and send by Tuesday.”
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Set a due date to track progress.
Managing and Tracking Comments
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Use filters to sort comments by newest or due date.
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Navigate between Assigned to Me and Awaiting Reply to see exactly what needs attention.
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Access comments directly via links to items or purchase orders.
Use Cases
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Coordinating Vendor Feedback
Leave one comment across multiple related items.“Please confirm fabric availability before production — applies to all three chair models in this order.”
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Assigning Installation Tasks
Turn a comment into an actionable task with clear deadlines.“@John — Please inspect and approve the delivered cabinets by Aug 25.”
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Tracking Issue Resolution
Tabs ensure accountability and clarity in closing tasks.“@Maria — Return the damaged light fixtures and confirm replacements by end of week.”
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Cross-Team Collaboration
Connect design, procurement, and project management directly to relevant items.“@Procurement — Please confirm PO status for these five items before client walkthrough.”
Why Use Comments
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Centralize all communication within Fohlio, reducing reliance on emails or external tools.
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Improve accountability by turning feedback into actionable tasks.
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Track progress directly within your projects and purchase orders.