Instead of using emails and different communication platforms for team collaboration, and then struggling to find that specific piece of information you need, use comments in Scoro to bring all the necessary information together.
You can look at it as a team chat for sharing valuable information related to a specific project, task, document and so on. Comments can be used all over Scoro.
With permission sets, you can decide who can modify or delete other users' comments. Go to Settings > Administration > Permission sets to make changes to user rights. Read more about permission sets.
To share your thoughts related to a specific task, for example, open the task detailed view and write a comment. By clicking the Notify button, all the users related to this task are selected by default. Of course, you can also manually pick the users you want to notify. All selected users will be notified in Scoro, and via email, if you tick the option By e-mail.
Another option is to simply tag users in the comments by using the @-sign. In that case, the user tagged is notified automatically.
When notifying someone of a calendar event, the user is both notified in Scoro and via e-mail.
Note! To be able to notify others and receive notifications in Scoro, the user must have the notifications permission. Go to Settings > Administration > Permission sets, click on Modules and actions on the relevant permission set line to open the permissions page and tick the Notifications permission.
In addition to manually notifying someone of something in Scoro, the system automatically notifies users of various actions.
Notification in Scoro in case of:
- adding/modifying a task
- task is marked as done
- calendar event deleted
- completing bulk action jobs (for example, marking multiple tasks as done from the list view)
- notified via import (add, delete)
- assigning an active time entry to a user
- background job completed/failed (in case of making changes to a large number of items, for example)
- getting notified via comment (add, edit, delete)
- a calendar invite response (accepted/declined)
- changing a rental order assignee
Notification via e-mail in case of:
- confirming/releasing calendar invite
- site quota exceeded
- bookmark Watchdog conditions are met
- password is reset
- a new user is invited
- 2-step verification enabled and logging in from a new device
- 2-step verification turned on/off
- task marked as done
- task deleted
- task converted into a calendar event
- calendar event deleted
- credit card payment failed/successful
- changes made in self-service
- integrations disconnected
- version update
If you're using the Customer Portal (CuPo) feature, you can also leave notifications under projects available to your Customer Portal users. And you can choose if you wish to display the comment for all project members, including CuPo users, or not. For this action, you can enable a toggle Show in Customer Portal once writing the comment.
You can also tag your CuPo users under the projects, tasks, or other modules they have access to. Just use the same actions -- either select them from a user list or tag them with the help of @-sign.
Once the CuPo user is tagged in the comment, their name is in a green color, and a toggle Show in Customer Portal is by default enabled and cannot be disabled without removing the CuPo user's tag from the comment.
Similar to tagging your colleagues, you can also choose to notify CuPo user via notification in Scoro only, or also send a notification via e-mail. To send a notification via e-mail, make sure to tick the checkbox By e-mail:
Note! The CuPo user will be able to view and leave comments only if they have permission to do this action. More on how to set up the permissions for CuPo users you will find in our article Customer portal - as an administrator.