Add comments directly on web reports, board widgets, and workflow tasks to keep conversations in context—tag a colleague with @mention and they'll receive an email notification instantly.
Required permissions: Use Comments or Moderate Comments. These permissions are available to all user types by default. Admins can adjust permissions for custom user types from the User Management page.
Open the comments drawer
On a web report
- Open the report from the Reports page.
- Select the comment icon in the report toolbar (top right).
On a board widget
- Open a board from the Boards page.
- Select the comment icon on the widget header.
On a workflow task
- Go to the Workflows page and open a workflow.
- Select a task.
- Select Comments in the task header.
The Comments drawer slides in from the right. The drawer header displays the name of the asset—report, widget, or task—so you always know which thread you're in.
Add a comment
- Select the text field at the bottom of the Comments drawer.
- Type your comment.
- Select the send button to post.
Note: Comments are visible to all users with access to this report, widget, or task.
@mention someone
Type @ in the comment field to open a dropdown of users who have access to the asset. Select a name to insert a mention chip inline. The tagged user will receive an email notification with a link directly to the comment.
Note: Only users with access to the specific report, widget, or task appear in the @mention dropdown.
Edit or delete a comment
Hover over a comment you authored to reveal the Edit and Delete icons at the top right of the comment bubble.
- Select the pencil icon to edit the comment inline. Edited comments display an (edited) label.
- Select the trash icon to delete the comment.
Note: Users with the Moderate Comments permission can delete any user's comment, not just their own.