Summary
Learn how to add comments to your tasks in the MindBridge audit plan.
Go to the audit plan
- Select the icon in the MindBridge sidebar.
You will go to the Organizations page. - Select View in line with the desired organization, or click anywhere in the organization row.
You will go to the Engagements page. - Select View in line with the desired engagement, or click anywhere in the engagement row.
You will go to the Data page. - Select Audit plan (
) in the sidebar.
You will go to the engagement's audit plan. - Go to the tab relevant to the analysis type* you want to see.
Tasks that your team created within the selected analysis type will appear here.
Tip: If you are already in an engagement, simply select Audit plan ( ) within the sidebar then select your desired analysis type.
Add a comment to a task
- Select View Details beside the transaction task you want to comment on.
You will be taken to the Task Details page. - Select the comment icon (
) beside the transaction that the task is associated with.
- Add your comment in the text field then select Comment.
Your comment is now displayed, along with any other comments that have been added to this task.
Anything else on your mind? Chat with us or submit a request for further assistance.