Internal Comments
Internal Comments let Admins leave admin-only notes and updates on records throughout Tahua — visible only to your team, never to Applicants, Verifiers or Assessors.
What are Internal Comments?
Internal Comments are a private discussion thread you can add to records in Tahua. They're marked Admin only and are never visible to Applicants, Verifiers/Institutions or Assessors — which makes them useful for leaving context for colleagues, flagging something that needs following up, or explaining a decision for future reference.
Where you can use them
Internal Comments are available on:
Applicants
Applications
Contracts
Funding Decisions
Funding Rounds
Milestones
Payments and Batch Payments
Funds
Look for the Internal Comments section on the record's page.
Applications, Contracts and Applicants: one combined view
On an Applicant, Application, or Contract page, Internal Comments works a little differently to elsewhere — because these records are so closely linked, Tahua combines their comments into a single feed so you don't have to jump between pages to see the full picture:
On an Application, you'll see comments from that Application and its Contract (if it has one).
On a Contract, you'll see comments from that Contract and its Application.
On an Applicant, you'll see comments from the Applicant record itself, plus every one of their Applications and Contracts.
At the top of the panel, "Viewing comments on" lets you filter the feed:
All shows everything combined, with a total count.
A separate pill (or, on the Applicant page, a dropdown option) appears for each linked record that has comments — e.g. Application (1), Contract (1) — each with its own count. A pill only appears if that record actually has comments.
You'll only see comments on records you have permission to view, per your Admin Group's Data Access Rules.
When adding a new comment from this combined view, use "Post to" to choose which record it should attach to (Applicant / Application / Contract). On an Applicant page, since there can be multiple Applications or Contracts, an extra dropdown lets you pick which one.
Adding a comment
Open the record and go to the Internal Comments section.
Click into the comment box and type your note.
Click the paperclip icon to attach one or more files, if needed.
Post it.
Comments are shown oldest first.
Mentioning another Admin
Type @ followed by a name or email to bring up a list of matching Admins, then select the person you want to mention.
Mentioning someone in a comment:
Automatically creates a Task for that Admin, so it shows up in their Task Feed and dashboard
Sends them an email letting them know they've been mentioned, with a link straight back to the comment
Turning a comment into a Task
On Milestones, Payments, Batch Payments, Funds, and Funding Decisions, ticking Create Task before posting a comment creates a linked Task, which you can assign to yourself or another Admin (depending on your permissions).
Note: this "Create Task" option isn't currently available from the combined Applicant/Application/Contract comments panel described above — if you need to raise a task from a comment on one of those records, mention the relevant Admin instead, which creates a task automatically.
Editing and deleting comments
On Milestones, Payments, Batch Payments, Funds, and Funding Decisions, you can edit or delete your own comments (or any comment, if your permissions allow it) using the pencil and bin icons. Edited comments are marked Edited.
On the combined Applicant/Application/Contract panel, comments can currently only be deleted, not edited, after posting.
Controlling who can see Internal Comments
Internal Comments are their own record type in Admin Groups & Data Access Rules, separate from the record they're attached to. This means you can give a group of Admins Read-only or No Access to Internal Comments even if they have Full Access to Applications themselves — useful if some notes should stay within a smaller group of senior Admins.
See Admin Groups & Data Access Rules for how to set this up.
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