- Comments are entered in real-time in the Brightidea editor. Any comments made by other users who have access to the Memo will be displayed instantly.
- To add a comment, users can either highlight text to display the comment icon, or they can click on the comment icon in the main toolbar.
- Once the comment icon is selected, a comment prompt will pop up. The user can then add their comment, tag a user, or assign the comment to another user.
- Once posted, comments can be managed by selecting the three dots in the upper right corner of the comment. This provides options to edit the comment, delete the comment, generate a link to the memo document, or, if assigned to the comment, mark it as complete/resolved
Tagging a user
- Within a comment, users can search for and tag each other by adding the '@' sign
- User tags will then remain persistent within the comment, and send the tagged user a notification with an invitation to the memo
- As a note, a user needs to have a registered account in the system in order to tag; if not in the system, they will need to be added and complete their registration
Assigning a comment
- When a user is tagged in a comment, a prompt will appear to assign the comment to them. If more than one user is tagged in a comment, the author of the comment will need to choose who the assignment should go to
- Once a comment is assigned, the user will receive a notification with a link to the comment and the document
- Assigned comments will also have a top banner indicating who it was assigned to
- Any user can add a reply or reassign the comment, or they can mark the comment as resolved
View All and Filters
- Within the top toolbar, users can select the comment icon to see all comments within the document.
- This displays all open comments, those assigned to them, and those that have been resolved.
- Users can click the top filter button to limit the view within this screen.
Further information related to the Review Process can be found here.
Comments