Internal Comments in Xenett allow you to communicate with your internal team directly within the system. You can ask questions, share updates, and collaborate on specific transactions, tasks, or general topics that are not linked to any task or transaction.
Use Cases
Ask and Assign Question on any task, transaction or any general question
Leave a remarks, note or any observation
Avoid scattered communication across emails or chat tools
How to Add an Internal Comment
You can create internal comments in two ways.
Option 1: From a Task or Transaction
Open the relevant task or transaction
Click the comment icon on the task or transaction
Enter your message in the Internal Comments section
You can create two types of comments from a task:
Unassigned Comment (Note)
You can create a comment without assigning it to anyone
This is treated as a normal comment or note
It is visible only within that specific task or transaction
The comment does not appear in the General Comments section
Assigned Comment (Trackable Comment)
It becomes trackable with a status
It appears in the General Comments section
The status can be updated from both the task and General Comments
The comment includes a link to the original task or transaction in the General Comment section
Clicking the link redirects you to the source task or transaction
Option 2: From the General Comments Section
Navigate to the General Comments section
Click Add Comment
Write your message
Assign the comment to a team member (required)
⚠️ Important: A General Comment cannot be created unless at least one team member is assigned.
General comments are best for discussions that are not tied to a specific task or transaction.
Viewing and Responding to Comments
Comments can be viewed in:
The related task or transaction
The General Comments section (assigned comments only)
From a comment, you can:
Reply to the comment
React to the comment
Update the comment status (only for assigned comments)
Pin a Comment
Say for Example, when reviewing reports like the P&L, you may leave comments on a particular account that contain important notes, explanations, or instructions for your team.
If a comment is especially important and should stay visible for everyone, you can pin it.
Pinned comments appear at the top of the comment section.
This helps team members quickly notice key information.
A comment stays pinned until someone manually unpins it.
You can unpin it anytime once it’s no longer relevant.
Use pinned comments to highlight critical notes, decisions, or reminders that others should not miss.
Filters in Comments
Filters help you quickly find and manage comments based on their status or relevance. These filters are available in the General Comments section and provide a clear overview of all conversations.
Open – Shows comments that are newly created and have not yet received a response or reaction.
Responded – Displays comments where a response or reaction has been added, but the conversation is not yet completed.
Resolved – Shows comments that are fully addressed and marked as completed.
Created by Me – Lists comments that were created by you, helping you track questions or discussions you initiated.
Assigned to Me – Displays comments that are currently assigned to you and require your attention.
Mentioned – Shows comments where you were mentioned, ensuring you don’t miss any important updates or requests.
As you change a comment’s status, it automatically moves to the corresponding filter category,
Edit or Delete a Comment
You can edit or delete only the comments created by you using the More Actions (⋯) menu.
How it Works
Each comment includes a three-dot (⋯) action icon.
Click the ⋯ icon on the comment you want to manage.
Select one of the following options:
Edit Comment – Modify or update the existing comment.
Delete Comment – Permanently remove the comment.
Applicability
This functionality is available for:
General Comments
Task or Transaction Comments
Notifications & Alerts
You will receive email and/or in-app notifications when:
A comment is assigned
You are mentioned in a comment
Someone replies to a comment where you are assigned
Currently, there is no control available for in-app notification preferences. All in-app notifications are enabled by default. However, you can manage and control your email notification preferences.
Explainer Video