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Commenting in a Record

Comment on a record from the chat icon in its header: format text, add files, @mention members and assign a comment as a task.

Written by Peter Novosel

You comment on a record from its Communication Center, which opens from the chat icon in the record header. A comment can carry formatting, files and @mentions, and it can be assigned to a member as a task.

Here is the test: is your note about this record, for people who work on it? Comment in the record, so the discussion stays next to the data.

Example: a risk owner reviews RISK-0023. She comments, "Can you confirm the loss estimate by Friday?", mentions the analyst, and assigns the comment to her. The analyst sees the task in My Work.

Plan Availability

All plan types.

Permissions

Members need at least the Commenter access level to add a comment. Viewers can read comments but cannot add one.

Platform

Web

Related Reading


How do I comment on a record?

  1. Open the record.

  2. Select the chat icon in the record header. The Communication Center opens as a column on the right.

  3. Select the Comments tab.

  4. Type in the box that reads "Start a conversation". Type @ to mention a member.

  5. Select Send.

The Communication Center open on a risk record, with the All, Comments and Emails tabs and the comment box with its toolbar, Cancel and Send.

The Communication Center open on a risk record, with the All, Comments and Emails tabs and the comment box with its toolbar, Cancel and Send.

Every comment is saved with the record, with the member's name and the date and time.


What can a comment hold?

The toolbar under the box offers:

  • Text styles: bold, italic, underline, strikethrough and code.

  • Structure: a link, numbered and bulleted lists, a quote and an embed.

  • Extras: an @mention, a file from the paperclip, and an emoji.

Tip: Mention the person who must act. A comment with no mention can sit unread.


How do I turn a comment into a task?

  1. @mention the member in the comment.

  2. Select the Assign to checkbox under the comment.

  3. Send the comment. It becomes a task for that member and shows in their My Work.


What are the All, Comments and Emails tabs?

  • All: comments and emails together.

  • Comments: comments only.

  • Emails: emails only, once email is on for the table.

To turn on email, an Administrator or Solution Manager selects the gear at the top of the Communication Center and switches on Emails. Members can then send emails to outside addresses from the record.


Can I comment on one field?

Yes. Hover over a field label and select its comment icon. The thread stays with that field. See Record Field Comments.


Frequently asked questions

Who can comment on a record?

Members with at least the Commenter access level. A Viewer can read the comments but cannot add one. A Commenter can comment but cannot create or edit records.

Does a record export include its comments?

No. An export holds the field values. Share the record link with members who need the discussion.

What is the difference between an @mention and an assigned comment?

An @mention notifies the member. An assigned comment becomes a task in that member's My Work, which can be resolved or reopened.

Can the API create comments?

Yes. The SmartSuite REST API can create comments on a record, replies included. The hosted MCP server can do the same.

Need more help? Ask the SmartSuite Community, where builders, administrators and the SmartSuite team answer questions about building on SmartSuite. For your account, billing or data, select the chat button in the lower-right corner of SmartSuite to reach support.

Last verified 1 Nov 2026.

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