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Report-level comments

Leverage report-level comments to collaborate, assign tasks, and provide an overall summary of the report

In the previous sections, we discussed adding and tracking data-level comments in a report. The Lumel Planning Sheet also supports report-level comments, which will be covered in this section.

Data-level comments enable you to add annotations, mention users, assign tasks and perform other collaborative actions that are specific to a data point. Report-level comments, on the other hand, let you perform all the aforementioned actions while providing an overall summary of the report.

1. Add report-level comments

  1. Click the Comments dropdown and select Report Level Comments. In the side panel, enter the comments.

Report-level comments

  1. On clicking the Send icon, the comments get displayed on the side panel.

Adding report-level comments

  1. You can edit/delete the comment by clicking on the corresponding icons in the top right.

Edit/delete a comment

All features of data-level commenting are also supported in report-level commenting, including formatting text, adding hyperlinks, mentioning users, replying to comments, email notifications and assigning tasks to users.

2. Lock/un-lock thread

A report-level comment that has been added can be locked to prevent further editing and replies. Click on the three-dot icon and select Lock Thread.

The comment thread is locked and grayed out.

To unlock a thread, click on the Unlock icon, so that users can reply to and edit the thread.

3. Resolve/re-open thread

  1. When a task is assigned, its status is open.

  2. To change the task status, click on the three dots and select Resolve Thread.

  3. The thread is marked as resolved.

  4. Resolved tasks can be reopened if required by clicking on the Undo icon. Alternatively, replying to any resolved thread will automatically reopen it.

4. Sort/track tasks

If you want to quickly navigate through a long comment thread with multiple replies, use the Sort by option to sort them from newest to oldest or vice versa.

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