/ /
Using comments to collaborate
Updated 19 days ago

Overview

Use comments to collaborate with your team members. Start a discussion on questions, sections, and documents to track information about content and keep team members informed.

Use Case: You want to track a discussion around a specific question, notify your team members of questions, send attachments or add remarks for improving a section, or instruct team members when documents need to be updated.

For additional tips on collaboration within projects, see the Collaboration and Review Academy course.

Note: If a user has access to a project, you cannot restrict their ability to add comments to any section or question within that project. The system does not provide an option to limit section-level comments based on role or any other permission setting.

Adding comments to questions

  1. Select Answering Page from the left-hand menu, then click the Comments tab or the Comments icon for the question.
    comments_tab.png

  2. Enter your comment, then do the following as needed:

    • Click the Attachment icon to attach a file, which will appear under the comment.
      2.PNG

    • Tag a team member in the comment by @mentioning their name. Each user mentioned in a comment receives an email notification with a link to the discussion. If a user is not @mentioned in the discussion but would like receive email notifications about it, they must select the Follow discussion toggle.
      Note: You can also @mention teams, and each member of the team will receive an email notification with a link to the discussion. To mention guests, use their email address.
      6.PNG

    • Edit or delete a comment by clicking the More Options icon and selecting the appropriate menu item.
      5_-_more_options.PNG

  3. Click Send.

Adding text-level comments to answers

You can add text-level comments to answers that use the Basic Rich Text or Full Rich Text answer types. This allows you to provide targeted feedback tied directly to the exact text under review.

  1. On the Answering Page, click inside the answer field on a question card.

  2. Highlight the word, sentence, or paragraph where you want to leave feedback.

  3. Click the Comment icon on the floating toolbar.

  4. Enter your comment in the Comments tab in the right pane.
    image.png

  5. Click Send.

Adding comments to sections

  1. Select Sections from the left-hand menu, then click the More Options icon next to the section and select View Comments. The Section Comments pane opens and you can see any existing section-level comments.
    comments_tab_sections.png

  2. Enter your comment, then do the following as needed:

    • Click the Attachments icon to attach a file, which will appear under the comment.
      2.PNG

    • Tag a team member in the comment by @mentioning their name. Each user mentioned in a comment receives an email notification with a link to the discussion. If a user is not @mentioned in the discussion but would like receive email notifications about it, they must select the Follow discussion toggle.
      Note: You can also @mention teams, and each member of the team will receive an email notification with a link to the discussion. To mention guests, use their email address.
      6.PNG

    • Edit or delete a comment by clicking the More Options menu and selecting the appropriate menu item.
      5_-_more_options.PNG

  3. Click Send.

Viewing discussions

Comments for projects appear on the Discussions tab.

  1. Select Discussions from the left-hand menu. Your discussions are listed on the page, and you can toggle between all discussions and your discussions.
    view_discussions.png

  2. Do the following as needed:

    • Click the Information information_icon.PNG icon to see the discussion properties.

    • Click the + New Thread button to to start a new thread for the discussion.

    • Click New Discussion to create a new discussion for the project.

    • Edit or delete a comment by clicking the More Options menu and then selecting the appropriate menu item.
      disc_-_more_options.PNG
      You will see any existing comments and be able to add one.
      comments_3.PNG
      If you are @mentioned on the discussion, you will automatically receive notifications about it. Otherwise, you must select the Follow discussion checkbox to receive the notifications.

Resolving comments

The Unresolved Comments comments_icon.PNG indicator shows that there are unresolved comments for a section or question.

unresolved_comments.png

As a best practice, we recommend resolving any comments before completing a section in a project. Do one of the following to resolve comments:

  • Click the Resolve icon in the Comments pane.
    resolve.PNG

  • Click the Resolve button on the Discussions page.
    Note: You can click the button again to reopen the comment.
    resolve_2.PNG

When all the comments are resolved, the indicator disappears.

Was this article helpful?
Subscribe to receive updates on this article