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Collaborate with your Team Using Comments

Collaborate with your team using comments across Customers, SalesDocs, and Jobs. Share updates, ask questions, tag teammates, and keep important conversations connected to the records they relate to.

Hoops includes built-in commenting and collaboration tools that help teams communicate effectively across Customers, SalesBoard, and JobBoard.

Comments keep conversations connected directly to the records your team is working on, making it easier to track updates, ask questions, share information, and maintain visibility without relying on external messaging tools.


Comments in Hoops

The Comments tab is available throughout Customer records, SalesDocs, and Jobs, allowing teams to collaborate directly within the workflow.

Comments remain attached to the relevant record, creating a centralized communication history that can be referenced by the entire team.

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This helps reduce lost information and keeps important discussions tied to the customer, quote and job they relate to.


Tag Team Members

Hoops also supports @ mentions, allowing users to tag specific team members within comments.

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When a user is tagged, Hoops automatically sends them a notification email to help ensure important updates, requests, or questions are seen quickly. The email contains a deep link that will open up the page where the comment was left.

This makes it easier for teams to coordinate work, follow up on tasks, and stay aligned on changes throughout the sales and production process.



​Ideas for Using Comments

Comments are best used for quick communication, customer context, and internal collaboration.

Common examples include:

  • Leaving notes about customer conversations

  • Recording important job instructions or production considerations

  • Sharing updates with team members

  • Asking questions about a SalesDoc or Job

  • Tagging a teammate to review or action something

  • Providing context for future work

For example:

"@Sarah can you double-check the artwork before we send proofs?"

Or:

"Customer mentioned they may place a repeat order next quarter."

Comments are ideal when you want to share information or provide context.


If you need a specific action to be assigned, tracked, and completed by a particular person, consider using Tasks instead. Tasks provide ownership, due dates, and accountability, making them better suited for structured delegation and follow-up activities.

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