Comments on Records

Users are able to add comments to their Records (Briefs, Tasks, etc) to easily collaborate, ask questions and ensure the right stakeholders are providing feedback. They can mention specific users to ensure this occurs, as well as resolving comments once the feedback has been addressed. 

To read more about this feature, click on each heading below:

• Accessing the Comments Panel
• Adding Comments to a Record
  • Add a Comment to a Stage
• Comment Panel
  • Search and Filters
• Alerts

Accessing the Comments Panel

Each of the Record list views will show a Comment icon that needs to be clicked for the Comment Panel to open (as shown in the example below). 

Users can also access Comments when Editing or Viewing a Record, as demonstrated below.

Adding Comments to a Record

At the bottom of the comment panel, users can add comments. Any user who is able to (at least) view a Record is able to do this. Users can also @mention users with existing permissions on the Record, which can prompt an email alert to be sent notifying them of the mention (noting that this depends on that users alert options).

Add a Comment to a Stage

On Staged Databases, users are able to add Comments to specific Stages they are currently able to View or Edit. 

When adding a comment, they'll be able to choose between adding a General Comment, which applies to the whole Record and can always be seen, or add a comment to a specific Stage. If the comment is stage specific, it can be viewed when that stage is available. If the record is reverted and the Stage is hidden, the comment will also be hidden until the Stage is available again. 

Comment Panel

The Comment Panel contains all the comments that have been added for that specific record. Features supported within this Panel include:

• Add Comment
• Reply to Comment
• Edit Comment
• Delete Comment
• Status Change (resolved / unresolved)

Search and Filters

Users can search for the content of a comment if they need to locate it. They can also filter by Author, Stages (if it's a Staged Database) or by Status.

Alerts

Each comment action listed above can trigger a variety of email alerts to be sent out. This is dependant on the Alert (Markup) options enabled for each user in My Account. You can find out more about that here. 

Supported Alert types include Instant Alerts, Digest Alerts (which will be combined with any other Markup Alert activity from Approvals or General Markup Comments) and Session Based Digest alerts. 

The only users who will receive the Alerts include those who:

• Have actively participated in the comments for that Record, ie added a comment, edited or replied
• Are mentioned in a saved comment
• Are the creator of the Record

Note that users are not alerted for their own activity, except if they @mention themselves. 

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Note that some of the terms above such as Database and Record are customisable and may appear different in your platform. If you have any questions about the features above, please contact your Customer Success Manager.