Click the image below for a video tutorial on Comments and Notes.
Welcome to this guide on the Comments and Notes feature in Qargo. This powerful tool centralises communication and auditing, making collaboration simpler and follow-up reliable. For example, when a finance user needs clarification on a specific delivery cost, they can add a finance query comment directly to the Order, assign it to a planner, and the system creates a full, timestamped record for audit purposes.
📖 Key Terminology
Comments and Notes: A feature in Qargo that allows users to add comments and notes to orders, trips, invoices, and credit notes.
Category: A classification assigned to a comment or note to help filter and track its purpose.
Assigned User: The team member who is responsible for following up on a comment or note.
💬 How it Works
For this demonstration, we'll focus on adding a comment to an Order, but note that you can also add comments across Trips, Invoices, and Credit Notes in the same manner.
1. Navigate to the Orders list view and click into an order.
2. Scroll down to the Comment section and click on Add Comment.
3. In the description box, type your comment.
4. Select a category for the comment.
5. Assign a user to the comment and click on Save.
6. Once the task or query has been resolved, tick the box on the right side of the comment. A timestamp and the name of the resolver will then be displayed.
7. To track all tasks created by you or assigned to you for follow-up, click on the Comments icon in the top right corner of the screen.
8. Use the filters to view comments assigned to you or comments created by you. You can also filter by category or resolution date.
🛠️ Configuration
To adapt comment categories to match your specific operational needs, follow these steps:
1. Navigate to the Configuration module, then go to the Additional Fields tab, and look for the Comments section. Once there, click on Categories.
2. From here you can delete existing categories, create new ones, or use the colour selector to mark them with a specific colour for quick identification across the platform.
💬 Additional Use Case Examples
A finance team can use the Comments and Notes feature to track and follow up on invoice queries.
A customer service team can use this feature to manage customer queries and complaints.
This new Comments and Notes feature enhances team accountability by assigning clear ownership, speeds up resolution by centralising context, and creates a precise, searchable audit trail for all decisions and exceptions. Thank you for reading this guide.