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.
Select the cell, row, or column where you want to add a comment.
Select Add a comment from the toolbar.
Enter the comment in the comment editor.
Apply formatting, such as color, links, or text styling, as required.
Assign to User as needed.
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.
Select the cell and add a comment.
Type @ followed by the user’s name.
Select the user from the list of suggestions.
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
Open the comment thread menu.
Select Lock thread.
Locked threads cannot be edited or replied to until they are unlocked.
Resolve a thread
Open the thread menu.
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.
Select the comment thread.
Enter your response in the Reply editor.
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.
Select the Comments dropdown.
Choose Report-level comments.
Enter the comment in the side panel.
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
Select the Comments dropdown.
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
Select Security from the toolbar.
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).
Report authors and editors can delete comments from other users (for example, inappropriate comments).
Save changes
Select Save to apply changes.
Select Cancel to discard changes.
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