Add a Comment Action

We’ve introduced a new action to our action buttons: Add a comment.
This actions lets you quickly add comments or notes to yours records with an action button.

You can set it up as a One-Click Action, where fixed (but dynamic) text is automatically added as a comment, or as a Modal Action, where users can manually input and format their comments, and even upload files.

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Here are some great ways to use this new action:

Task Management: Automatically add a “Task Completed” note with the assigned user’s name when they click a button to mark a task as done. This helps streamline task updates without manual entry.

Customer Feedback: Allow users to leave detailed comments on a support ticket, including formatted text and file uploads. This is especially useful for more in-depth feedback or when attaching screenshots for clarification.