Commenting and collaboration

Commenting and collaboration features allow users to add contextual discussions directly within the Planning sheets. These capabilities enable teams to review data, provide feedback, assign tasks, and track discussions all within the Planning sheet environment.

Data-level commentary is commonly used in analytical and planning scenarios. The Planning Sheet provides built-in support for notes, annotations, and collaborative comments, which are dynamically associated with specific data points such as cells, rows, columns, or report sections that remain linked to the relevant data context even when filters or hierarchies change.

Prerequisites:#

• A Planning sheet configured with the required dataset is saved.
• You have appropriate user permissions to create, reply to, or manage comments.

Add data-level comments#

Data-level comments allow you to add discussions to a specific cell, row, or column in a report.

1. Select the cell, row, or column where you want to add a comment.
2. Select Add a comment from the toolbar.

3. Enter the comment in the comment editor.
4. Apply formatting, such as color, links, or text styling, as required.
5. Assign to User as needed.
6. Select Post.

The comment is saved along with metadata such as author name and timestamp.

Mention users and collaborate

You can notify other users by mentioning them in a comment.

1. Select the cell and add a comment.
2. Type @ followed by the user’s name.
3. Select the user from the list of suggestions.
4. Post the comment.

Mentioned users receive email notifications with a link to the sheet so they can respond or take action.

Comments help you assign and track tasks for effective workflow collaboration.

The task status is initially Open and can later be updated to Resolved when the task is completed.

Lock or resolve comment threads

You can manage comment threads to control discussions.

Lock a thread

1. Open the comment thread menu.
2. Select Lock thread.

Locked threads cannot be edited or replied to until they are unlocked.

Resolve a thread

1. Open the thread menu.
2. Select Resolve thread.

Resolved threads can be reopened if further discussion is needed.

Reply to comments

Comments support threaded conversations that allow multiple users to collaborate.

1. Select the comment thread.
2. Enter your response in the Reply editor.
3. Post the message.

Replies appear as part of the same comment thread, making it easier to track discussions.

Add report-level comments#

Report-level comments allow users to discuss the entire report instead of a specific data point.

1. Select the Comments dropdown.
2. Choose Report-level comments.

3. Enter the comment in the side panel.
4. Select Post.

Report-level comments support the same capabilities as data-level comments, including mentions, replies, formatting, notifications, and task assignments.

View all comments#

You can view all comments in a centralised panel to track discussions across headers, rows, columns, and cells.

• Select View all comments from Comments.

Comments are grouped by category:

• Header comments: Comments added at the header level.
• Row comments: Comments associated with specific rows.
• Column comments: Comments associated with specific columns.
• Cell comments: Comments added to individual cells.

Expand each section by selecting > to view the associated comments.

Configure comment settings#

Administrators and report owners can configure how comments behave in a report.

To open comment settings

1. Select the Comments dropdown.
2. Select Settings.

General settings

General settings allow you to:

• Enable or disable comments in a report
• Show the comments panel automatically when the report loads
• Highlight starred comments when the report loads
• Enable or disable the comments column
• Customize comment indicators' display size and position, along with the preview
• Enable or disable teams notifications
• Delete all comments from the report

Configure comment access#

You can control who can access, manage, and interact with comments using the Security settings.

Open comment security settings

1. Select Security from the toolbar.
2. In the left pane, select Comments.

The Comments settings page opens.

Manage comment access

Use the following options to define access:

• Who can access comments: Specify users who can view and interact with comments. Enter names or email addresses to grant access.
• Who can access user lock/unlock: Define users who can lock or unlock comments for others.
• Who can starred comments: Specify users who can mark comments as important (starred).

Save changes

• Select Save to apply changes.
• Select Cancel to discard changes.