Usage Guide


Concept of Threads, Tabs and Hashtags

Fundamentally, C O M T I F Y uses Threads as a basic form of communication. A thread is basically a chain of messages, grouped by subject of that thread - resembles closely an email chain or a thread. See how communication happens in a thread, with messages pouring in:

messages falling in a thread in comtify

As you land on C O M T I F Y's web app, you will see three tabs right in front of you - Threads, Tasks and Shares. Each of these tabs has a specific purpose: Discussions, Task Management and Knowledge sharing, respectively.

Tabs just represent the form in which threads are visible - in threads form in Threads tab, in tasks form in Tasks tab and in shares form in Shares tab. So the basic thread remains the same and only the interface of it differs under each tab.

Hashtags are basically a means of grouping multiple threads (which can lie in different tabs) and are used mostly as projects. Hashtags are also used for super-charging threads, as you will see ahead.

So the hierarchy goes like: Hashtags >> Tabs >> Threads >> Messages

Basic Workflow

Use Threads tab for general discussions. For one particular issue / topic, create one thread. This is just like you discuss issues over email chains. A particular thread will only be visible to users tagged in To and  cc in that thread (and, of course, to the user who has started that thread). 

Once an issue is discussed in a thread and is now to be lined up for execution, you would have conventionally logged it into JIRA or your bug tracking tool. Not anymore! You can drag the same thread into the Tasks tab to achieve the same objective. When you do this, same thread will now be visible in the form of an excel sheet and expands when row of that task is clicked, showing the comment chain:

drag thread as a task - the most exciting feature of comtify

Similarly, share knowledge in Shares tab. Once it is decided that it is to be discussed or executed, drag it to the Threads tab or directly to the Tasks tab. 

As you would notice ahead, Threads, Tasks and Shares can be grouped into projects, also known as hashtags. 

Let's dive deeper into different components of C O M T I F Y and how they make your life easy.

Thread Components


Each thread (in any tab) has a subject, also called title of a thread. You can change subject anytime by clicking on it - this is very different than a subject of an email thread, which creates a new thread if you change the subject. 

In Tasks tab, subject is nothing but the taskname. 

In Shares tab, subject is not visible. 


Users form an integral part of any thread. Users in threads fall in following buckets:

To - Users who are directly addressed to, in a thread. In tasks, to users are analogous to assignee. In tasks, only one user is taggable as assignee to define a singular responsibility. 

cc - Also known as followers, cc people should know about what's happening in the thread, but might not be actively involved. Just like 'cc' (Carbon Copy) in an email thread. Same is the logic for tasks. In shares, everyone is a follower. 

Startedby - User who has started the thread. 

Postedby - All users who have made at least one comment in the thread.

Below image illustrates where exactly you can find different user buckets on a thread:

illustration of where to cc startedby are present in a thread in comtify

On a task, this is the respective position:

position of to-cc in a task in comtify

In a share, here's the position:

to-cc-startedby in a share in comtify

Some Constraints:

Here are a few constraints on presence of users in To, cc and startedby:

  • In a thread, one particular user can either be in To, or in cc. In other words, in a thread, one user can't be in both To and cc at one point of time. 
  • In a thread, a user who has started the thread can also be in To. So a user can be in both startedby and To at one point of time. Similarly, he can be in both startedby and cc. But the previous point means that he can't be in all three simultaneously.

Below image illustrates the above points:

to cc startedby constraints in comtify

Thread Menu

The wrench menu present on a thread (in every tab):

thread menu or wrench menu in comtify

Let's take you through the details of each item herein. 

Add a file - Click to add a file in thread.

Add / Change time - Click to open the date-time popup which will let you add a date-time to a thread or change the existing date-time in a thread. 

Leave this thread (Unfollow) - Use this option to get out of a thread or unfollow it - thread will disappear from your interface immediately and you would be removed from Toccstartedby buckets of that thread. Use it when you don't want to receive messages in a particular thread due to any reason. A handy tool to reduce your communication volume and reduce clutter. 

Close & archive publicly - Thread will move from #inbox to #archive for all the users marked in that thread (to / cc / startedby). This thread will then be visible in #archive tag for all users. To be used ideally when the issue discussed in that thread doesn't exist anymore / is executed / is completed and closed. 

Archive (just for me) -  Also known as private archive. Thread will move from #inbox to #archive only for you - you will now see the thread in #archive. All other users marked in this thread (to / cc / startedby) will continue to see this thread in their respective #inbox, except you. To be used when you would want to reduce clutter from your inbox.


These are the texts which are posted in a thread which are not replies - all grey texts other than comments posted in a thread. Here's a thread that shows posted updates:

silent and non silent updates in a thread in comtify

Updates are of 2 types:

Non-silent Updates - More important updates, which turn a thread unread. e.g., update when a user attaches a file, update when a user sets a date-time etc.

Silent Updates - Which don't turn a thread unread. e.g., update when a task description is changed, update when a normal hashtag is attached etc. 

Threads Tab

​​​​​​​Creating threads: Create threads just like email threads. You put a subject, enter people in To/cc (enter their @usernames), enter message body, attach files (if any) and click on Post: 

how to create a new thread in comtify​​​​​​​

Sharing Snippet: When you click on user icon on threads (see right side of collapsed thread), sharing snippet opens up. This snippet will show which users are tagged in To and cc in that thread. You can drag user pics from To to cc and vice versa. You can also use the cross icon at the top-right of each user pic to remove them. This way, you can even cross yourself out of a thread. You can start typing into input fields to add more users. 

toggle to-cc in sharing snippet of threads in comtify​​​​​​​​​​​​​​

Tasks Tab

Tasks are a manifestation of an excel sheet. Imagine a comment thread created on each row of an excel sheet! Yes, that's what it does. If you track your work on excels, make checklists, plan things out in Google Sheets, Tasks tab will ease out your life. Let's take you through different operations you can perform on tasks:

Creating Tasks: Just press Enter  key in any task. If you are in task composer, just type in the task name and press the Enter key.

create a task and set priority in comtify​​​​​​​

Assigning Tasks - You can assign tasks to people using the assignee snippet. Once assigned, you can click on assignee's picture to change assignee. You can also remove assignee by clicking on cross icon on assignee's picture. 

Toggle Followers - You can use the Follower Snippet in each task to toggle followers (people in cc). When you click on icon, the snippet expands and you can add more users by typing in the input field. You can also cross existing users out by pressing the cross icon at the top-right corner of each user's picture. 

Marking as done - On each task, there is a checkbox provided at the left side. You can click on it to mark the task as done, once it is completed. Marking as done basically sends the task from #inbox to #archive for all users. So you can find a done task in #archive.

Moving Between Tasks - You can move from one task to the other using Up and Down keys of your keyboard. 

Toggle Task State - Using this icon, you can set whether or not the comment thread opens when a task is clicked. When clicked, it goes to an 'off' state and Tasks tab starts behaving as an excel sheet.

Drag-Drop - You can pick up a task from its handle provided in left-hand-side of each task and drag and drop it into other tabs or hashtags. You can also drop them upwards / downwards to set priority. 

Shares Tab

Shares tab offers you a complete knowledge sharing tool within your team. You can use it like Facebook or Yammer for your personal team - to share what's new, what's exciting, what's usable or what's just fun!

Creating a Share: Just use the Share composer, add users in the user addition snippet (which comes up by clicking on the Torso icon) and click on Post.

how to share knowledge updates in Shares tab of comtify​​​​​​​

Re-sharing a Share - You can re-share a Share by dragging people from the right panel into the Share thread. Alternatively, you can use the Follower snippet. You can also remove users by clicking on cross icon on users' picture inside the Follower snippet

Hashtags - basics

Hashtags are bundles of threads (which futher lie in different tabs). So a typical hashtag, say #abc, contains some threads (in Threads tab), some tasks (in Tasks tab) and some shares (in Shares tab):

logic of tabs - a hashtag has some tasks, some threads and some shares in respective tabs

Types - Hashtags are of two types: private tags and public tags. As evident by their names, they have a visibility enabled for you or for multiple people, accordingly. 

How to apply - just drag and drop hashtags from left panel into threads (or tasks or shares), or vice versa. Alternatively, you can type hashtag names into Tag fields - a field on each thread that specifically shows which tags are added to it.

add hashtags by drag and drop​​​​​​​

Private Tags

Private Tags are your personal tags. They can be used just by you and no one else. Some of these private tags provide you with powerful functionalities as explained further. 

If you apply a private tag to a thread (or a task or a share), it is visible only to you (that it's applied) and to no one else. If a private tag is applied or removed from a thread, an update is NOT posted in the thread. So suppose you have created a hashtag called #boss to collect all threads started by your immediate reporting manager in your organization. You can freely tag threads with #boss without a fear of him ever knowing that you tag threads in this manner.

Create a new private tag by choosing Create a Private Tag option from the + menu at the top-left corner of central panel. 

    Inbuilt Private Tags

    Listed here are some private tags we have already created for you to take advantage of them:


    Just like your email inbox, it contains all threads currently getting created or under discussion. 

    All threads (or tasks or shares) you create, by default, fall in #inbox. If you remove #inbox, the thread goes to #archive - public archive or private archive depends on whether you have applied #archive publicly or privately. 


    All threads (or tasks) in which you are present in To  bucket - directly addressed to you. 

    To is analogous to assignee for tasks. 


    All threads (or tasks or shares) in which you are present in cc (followers). 

    cc is analogous to followers for tasks. Also, all shares contain all users in cc and not in To


    All threads (or tasks or shares) which you did not read yet. Once you read them (open them), they lose #unread.

    To mark a thread as unread after reading it, just apply #unread to it again (by drag-drop or typing into the thread's tag field).


    A powerful scheduler and reminder. When you apply #time to a thread (or task or share), a date-time popup opens up. Select a date-time from that popup to easily set a date-time to that thread. You can also use 'Add / Change time' from thread menu to open this popup. Here's a common way to use it:

    how to apply #time to a thread by drag-drop and setup meetings or due dates in two clicks

    The popup also contains two tabs - private and public. As you choose the tab while setting the date-time, the visibility of set date-time varies accordingly. So each user in a thread can set her own private date-time, while only one public date-time can be set. Setting date-time can be handy in following cases:

    • Setting up meetings
    • Setting up due dates
    • Putting project timelines / deadlines
    • Setting reminders - we remind you of set date-time before that time which is pre-set.


    As you apply #attachments to a thread, a file attachment window opens up. Just upload files you need to attach to a thread and make threads a repository of files, completely searchable later:

    how to use #attachments to use comtify as a universal file sharing and knowledge management app

    You can also add files by dragging-dropping them onto threads or by using 'Add a file' option in thread menu


    Serves as an archive for threads (or tasks or shares). 

    Archived threads are not shown in other hashtags and are hidden from all views except #archive

    Tasks marked as done are actually moved from #inbox to #archive for all users in that task (public archive). Similarly, you can send threads to public archive once the discusion within that thread is complete.

    If you privately archive a thread, it moves from #inbox to #archive, but only for you. For other users, it is still visible in their #inbox

    A thread (or a task or a share) can be either in #inbox or in #archive for one user at one point of time. 


    Just like Starred in emails, #pinned lets you stick threads on top. 

    #pinned also helps you keep track of certain threads, maybe for followup or reminders or for other purposes.


    When you compose a message inside a thread but don't post it, your message is autosaved and #drafts is auto-applied to that thread. So #drafts serves as a repository of threads in which you have saved an unposted message.

    Public Tags

    Public tags are the tags which can be visible to multiple people. So you can use public tags as:

    • simple tags
    • projects your team is working on
    • bigger issues which are a collection of multiple threads
    • as bucket to allocate responsibility 
    • in many other ways according to your own workflow. 

    Public tags travel with threads. So if you have created a thread and have applied a public hashtag #abc to it. So #abc will start getting visible to all the people marked in this thread (irrespective of To/cc) in their left panel. 

    Create a new public tag by choosing 'Create a Public Tag' option from the + menu at the top-left corner of central panel. 

    Right Panel - Users

    Right panel of the app contains the users who are present in your contact list

    Now C O M T I F Y follows the logic of contact lists, also followed by Gmail or Facebook - address book or friend lists. So basically the users you invite will be auto-added to your contact list (and you will be added to theirs). Also, the users whom one of your contacts creates a mutual thread with, are also auto-added to your contact list. Your contact list is visible in your right panel as listed as the pictures of users. 

    You can carry out the following operations with users visible in right panel:

    • Hover on users' pictures to see all their details
    • Drag users' pictures into threads to include them. As soon as you start the drag, threads highlight to indicate the droppable areas according to which you can include them in To or cc:

    how to drag and drop users in to and cc in comtify 

    • Click on users' pictures to filter threads according to them - the central thread list (in all tabs) will show all threads in which selected user is tagged in To or cc or startedby (started by this user) or postedby (comment posted in by this user).
    • Right-click on users' pictures to get more options as below:
      • To @user - Filters the central thread list (in all tabs) to show all threads in which selected user is tagged in To
      • Postedby @user - Filters the central thread list (in all tabs) to show all threads in which selected user has posted a comment. 
      • Startedby @user - Filters the central thread list (in all tabs) to show all threads started by the selected user. ​​​​​​​

    filter threads tasks and shares by users in comtify in one click or right-click 

    Build Your Team

    Building your team in C O M T I F Y is simple. Just follow these steps:

    • Click on Invite your Team button in the right panel
    • You will land on /myreferrals page where you will see three tabs. You can use any tab to invite your team - invite by sending emails, invite by sending your team mates a joining referrral link or by sharing through social networks. In fact, any method that you use on this page, by default contains your referral link.
    • Once your team member joins C O M T I F Y using your referral link, she is auto-added to your contact list
    • When your team members join C O M T I F Y, they can see you in their contact list (in right panel) as you have invited them but not the other team members whom you have invited. So to enable that, once all of your team joins C O M T I F Y, just create a thread and include all your team members into it. Once you do that, all team members are added to each others' contact lists and start getting visible to each other in their right panels. 
    • If the above point is too dense, just create a thread with us (@support) or just comment in any of the pre-existing threads (we create 2 threads with you when you register). We will take care of building your team.  


    C O M T I F Y has an intelligent thread sorting algorithm which enables you to achieve focus in your work. Let's take you through it in greater details:

    Default Sort Order

    As you can observe, the default sort order is based on a priority defined by hashtags. The current sorting order followed by threads is:

    Priority order of hashtags in Comtify: #unread #pinned #startedbyme #to #cc

    So this means that unread threads will be visible on top, followed by Pinned threads, followed by threads which are started by you, followed by threads in which you are in To which are followed by threads in which you are in cc

    In case a thread contains more than one of the above hashtags, it will fall with the hashtag which has a higher priority. For example, if a thread contains both #to and #unread, it will be visible at the top as #unread is placed at a higher priority. 

    Custom Sort Order

    Only the Tasks tab has a custom sorting order enabled - prioritization by drag-drop. 

    This means that Tasks tab follows the default sort order (as explained above) till task priority is disturbed by drag-drop of a task in a particular hashtag. 

    So basically you can order tasks in any hashtag view by dragging-dropping tasks above or below. 

    You can search for threads (or tasks or updates) from the search box present at the top of central panel. 

    You can search for users from the user search bar present at the top of right panel (user panel).

    Start typing the @username and start getting the results below. 

    Currently, we let you search only in your contact list, and not outside of it. 

    About this Guide

    This guide is an attempt to document how C O M T I F Y functions. Always in WIP, we would be grateful for your suggestions on this - if it fails to explain something clearly or if you think something should be added. 

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