Mistakes, no matter how small, can be challenging to locate, and searching for information to complete tasks, such as reconciliation breaks, can be time-consuming. With our Carry Forward Comment functionality, you can save time and keep your team informed.
This feature allows users to carry forward the last comment on a subprocess to the next deadline. When someone executes the same process again, they can see the comment and avoid repeating the investigation.
To carry forward a comment, follow these steps:
Open the sidebar panel for the subprocess you want to comment on.
Type your comment and click "Send".
To carry the comment forward to the next deadline, click on the special icon that looks like a checkmark ✅. This will carry it forward to the next deadline.
If the carry forward action is executed on an expired subprocess, the comment will be created on the closest upcoming deadline.
If the action is executed on a future deadline, the comment will be created on the subsequent deadline.
The carried comment will reflect the user who carried forward the comment.
Once you've carried forward your comment, you will find a small comment icon 💬 on the upcoming deadline on your Dashboard:
📌 Reconciliation is one example, this function can also be used to avoid repeating mistakes with less frequently performed tasks (for example, wrong monthly report to one of your clients), give a heads-up about a temporary workaround, or notify about broken Macro in Excel file for your daily NAV calculations.