Commenting and collaboration features enable you to add contextual discussions directly within the planning sheets. Use these capabilities with your team 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.
Data-level comments let you add discussions to a specific cell, row, or column in a report.
Select Comments from the toolbar or Add new comment from the Comments dropdown.
Apply formatting, such as color, links, or text styling, as required.
Select the Send icon to post the comment.
The comment is saved along with metadata such as author name and timestamp.
You can notify other users by mentioning them in a comment.
Mentioned users receive Teams 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.
You can manage comment threads to control discussions.
Lock a thread
Locked threads are greyed out, and no one can edit or reply to them unless they are unlocked. Unlock the thread by selecting the unlock icon.
Resolve a thread
You can reopen a resolved thread if further discussion is needed. Reopen the thread by selecting the undo icon 
or by replying to the thread.
Comments support threaded conversations that allow multiple users to collaborate.
Replies appear as part of the same comment thread, making it easier to track discussions.
You can view all comments in a centralized panel to track discussions across headers, rows, columns, and cells.
To view all the comments:
Comments are organized by category, along with the number of comments in each category:
Expand each section by selecting > to view the associated comments.
Report-level comments allow users to discuss the entire report instead of a specific data point.
To view report-level comments:
Report-level comments support the same capabilities as data-level comments, including mentions, replies, formatting, notifications, and task assignments.
You can customize how you want to display comments and configure notification settings.
To open the Comment Settings pane:
The following options are available:
Deleting all comments permanently removes all comment threads from the table. This action cannot be undone.
You can add a dedicated Comments column to capture row-level discussions. When a comment is assigned as a task, Assignee and Status columns are also added to display the assigned user and the current task status. Comments added in the Comments column are grouped under Row Comments.
To add a comments column:
Comments in the Comments column support replies, user assignments, and task status tracking. To show or hide the Assignee and Status columns, select the > icon in the Comments column header.
To remove the Comments column, turn off the Show comments column toggle in the Comment Settings pane.
You can control who can access, manage, and interact with comments using the Security settings.
The Comments settings page opens.
Use the following options to define access:
Report authors and editors can delete comments from other users (such as, inappropriate comments).
