Chats and Comments

Chats are useful for quick discussions, while comments keep context next to a task, document, or CRM record.

When to use

• write in a chat when the team needs to discuss a question;
• leave a comment when the message belongs to specific work;
• attach a file or link when it helps explain the context.

Recommendations

Keep messages short, reply in the right thread, and mention a person when action is required from them.