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.
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.